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Vanguard Total Bond Market

572 hedge funds and large institutions have $20.6B invested in Vanguard Total Bond Market in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 237 increasing their positions, 169 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 50

40% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 169

14% more funds holding in top 10

Funds holding in top 10: 99113 (+14)

10% more funds holding

Funds holding: 522572 (+50)

1.88% more ownership

Funds ownership: 63.6%65.48% (+1.9%)

0% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$75.8M)

18% less call options, than puts

Call options by funds: $962K | Put options by funds: $1.17M

Holders
572
Holders Change
+50
Holders Change %
+9.58%
% of All Funds
14.3%
Holding in Top 10
113
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+14.14%
% of All Funds
2.82%
New
107
Increased
237
Reduced
169
Closed
50
Calls
$962K
Puts
$1.17M
Net Calls
-$210K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
NI
601
Numeric Investors
Massachusetts
-$294K -3,500 Closed
MI
602
Moneywise Inc
Virginia
-$269K -3,194 Closed
BW
603
Bison Wealth
Georgia
-$232K -2,760 Closed
MWM
604
Merriman Wealth Management
Washington
-$222K -2,636 Closed
VSWA
605
Vontobel Swiss Wealth Advisors
Switzerland
-$215K -2,557 Closed
JIR
606
James Investment Research
Ohio
-$206K -2,511 -100%
AC
607
Addison Capital
Pennsylvania
-$208K -2,475 Closed
IFS
608
Ifrah Financial Services
Arkansas
-$207K -2,456 Closed
KFA
609
Kays Financial Advisory
Georgia
-$204K -2,424 Closed
PCM
610
Parsons Capital Management
Rhode Island
-$203K -2,411 Closed
PHIMC
611
Private Harbour Investment Management & Counsel
Ohio
-$202K -2,403 Closed
BA
612
BKS Advisors
Michigan
-$174K -2,071 Closed
SMH
613
Sanders Morris Harris
Texas
-$371K -2,011 Closed
AWMS
614
Advocacy Wealth Management Services
Georgia
-$168K -2,000 Closed
TCM
615
Tuttle Capital Management
Connecticut
-$149K -1,767 Closed
S
616
SignatureFD
Georgia
-$111K -1,324 Closed
CFN
617
Cordasco Financial Network
Florida
-$102K -1,215 Closed
SEIA
618
Signature Estate & Investment Advisors
California
-$101K -1,197 Closed
First Manhattan
619
First Manhattan
New York
-$24K -295 Closed
MA
620
MCF Advisors
Kentucky
-$17K -199 Closed
MWP
621
MYCIO Wealth Partners
Pennsylvania
-$8K -95 Closed
HR
622
Howe & Rusling
New York
-$5K -63 Closed
PVH
623
Psagot Value Holdings
Israel
-$2K -25 Closed

BND Hedge Fund Activity: Q4 2016 in Review

572 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2016, worth a combined $20.6B — up 0.37% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BND positions and 50 closed out — a net gain of 57 holders — while 237 added to existing stakes and 169 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $535M. The largest seller was Wells Fargo, cutting an estimated $176M.

  • 572 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2016, up from 522 in Q3 2016.
  • Funds reported $20.6B of Vanguard Total Bond Market stock for Q4 2016, up 0.37% quarter-over-quarter.
  • 107 funds opened new Vanguard Total Bond Market positions in Q4 2016 and 50 closed out, a net change of +57 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $535M added.
  • The largest Vanguard Total Bond Market seller in Q4 2016 was Wells Fargo, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2016.