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Vanguard Total Bond Market

565 hedge funds and large institutions have $21.1B invested in Vanguard Total Bond Market in 2017 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 238 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $1.33M

20% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 198

3% more capital invested

Capital invested by funds: $20.5B → $21.1B (+$584M)

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

1% less funds holding

Funds holding: 571565 (-6)

1.43% less ownership

Funds ownership: 65.21%63.78% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 112105 (-7)

Holders
565
Holders Change
-6
Holders Change %
-1.05%
% of All Funds
14.07%
Holding in Top 10
105
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.25%
% of All Funds
2.61%
New
60
Increased
238
Reduced
198
Closed
59
Calls
$2.02M
Puts
$1.33M
Net Calls
+$690K
Net Calls Change
+$900K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
601
Madrona Financial Services
Washington
-$202K -2,500 Closed
FMII
602
Farmers & Merchants Investments Inc
Nebraska
-$105K -1,301 Closed
BA
603
BCM Advisors
Louisiana
-$90K -1,114 Closed
FNBT
604
FineMark National Bank & Trust
Florida
-$67K -830 Closed
Bessemer Group
605
Bessemer Group
New Jersey
-$63K -775 Closed
BAM
606
Bruderman Asset Management
New York
-$62K -773 Closed
KLI
607
Kelman-Lazarov Inc
Tennessee
-$62.2K -770 Closed
FIB
608
First Interstate Bank
Montana
-$57K -700 Closed
CHP
609
Cable Hill Partners
Oregon
-$56K -697 Closed
LWMT
610
Legacy Wealth Management (Tennessee)
Tennessee
-$52.1K -645 Closed
JIC
611
Joel Isaacson & Co
New York
-$48K -600 Closed
RFM
612
Royal Fund Management
Florida
-$29K -364 Closed
AP
613
Atwood & Palmer
Missouri
-$27K -329 Closed
PIM
614
Parasol Investment Management
Illinois
-$24K -300 Closed
CG
615
Cutler Group
California
-$23.3K -288 Closed
TCM
616
Tradewinds Capital Management
Washington
-$20K -251 Closed
CP
617
Corbenic Partners
Pennsylvania
-$19K -235 Closed
PO
618
Private Ocean
California
-$18K -220 Closed
APSP
619
Asset Planning Services (Pennsylvania)
Pennsylvania
-$15K -185 Closed
WTB
620
Washington Trust Bank
Washington
-$12K -150 Closed
SFPIA
621
Stevens First Principles Investment Advisors
California
-$8K -95 Closed
WAM
622
Wolverine Asset Management
Illinois
-$6K -79 Closed
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$6K -72 Closed
EF
624
Empirical Finance
Pennsylvania
-$1K -6 Closed

BND Hedge Fund Activity: Q1 2017 in Review

565 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2017, worth a combined $21.1B — up 2.8% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new BND positions and 59 closed out — a net gain of 1 holder — while 238 added to existing stakes and 198 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $342M. The largest seller was QS Investors, cutting an estimated $218M.

  • 565 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2017, down from 571 in Q4 2016.
  • Funds reported $21.1B of Vanguard Total Bond Market stock for Q1 2017, up 2.8% quarter-over-quarter.
  • 60 funds opened new Vanguard Total Bond Market positions in Q1 2017 and 59 closed out, a net change of +1 holder.
  • The largest Vanguard Total Bond Market buyer in Q1 2017 was Jones Financial Companies, an estimated $342M added.
  • The largest Vanguard Total Bond Market seller in Q1 2017 was QS Investors, an estimated $218M sold.

Based on aggregated 13F filings for Q1 2017.