We are live on ! Find out more
BND icon

Vanguard Total Bond Market

402 hedge funds and large institutions have $18.3B invested in Vanguard Total Bond Market in 2014 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 171 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 18

84% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 93

36% more funds holding in top 10

Funds holding in top 10: 5676 (+20)

21% more funds holding

Funds holding: 332402 (+70)

11% more capital invested

Capital invested by funds: $16.6B → $18.3B (+$1.76B)

2.45% less ownership

Funds ownership: 78.65%76.2% (-2.4%)

97% less call options, than puts

Call options by funds: $9K | Put options by funds: $272K

Holders
402
Holders Change
+70
Holders Change %
+21.08%
% of All Funds
10.72%
Holding in Top 10
76
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+35.71%
% of All Funds
2.03%
New
94
Increased
171
Reduced
93
Closed
18
Calls
$9K
Puts
$272K
Net Calls
-$263K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$34.3M +$16.9M +204,408 +96%
APCM
52
Alaska Permanent Capital Management
Alaska
$32.3M -$11.6M -141,070 -26%
AA
53
Alesco Advisors
New York
$31.3M -$219K -2,660 -0.7%
BCM
54
Bluefin Capital Management
New York
$30M +$28.1M +341,261 +1,493%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$29.8M +$29.9M +362,274 New
SAM
56
Securian Asset Management
Minnesota
$29.4M +$178K +2,160 +0.6%
USAA
57
United Services Automobile Association
Texas
$28.7M
RVP
58
Relative Value Partners
Illinois
$28.3M -$648K -7,856 -2%
NYLIM
59
New York Life Investment Management
New York
$27.6M +$429K +5,200 +2%
SF
60
Synovus Financial
Georgia
$27.3M +$409K +4,960 +2%
PA
61
Paracle Advisors
Washington
$26.7M +$3.31M +40,147 +14%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$25.9M +$15.7M +190,355 +154%
AIP
63
Ameritas Investment Partners
Nebraska
$25.2M +$990K +12,000 +4%
KAM
64
Keeley Asset Management
Illinois
$22M
PFM
65
Phillips Financial Management
Indiana
$20.9M -$174K -2,105 -0.8%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$20.7M +$4.64M +56,302 +29%
BCM
67
BTC Capital Management
Iowa
$20.5M +$186K +2,258 +0.9%
LWM
68
LBA Wealth Management
Florida
$19.7M +$945K +11,452 +5%
RJA
69
Raymond James & Associates
Florida
$19.5M +$4.6M +55,771 +31%
TCM
70
Twin Capital Management
Pennsylvania
$18.7M +$4.16M +50,410 +29%
F
71
Filament
Washington
$18.4M +$2.43M +29,422 +15%
CM
72
Cornerstone Management
Georgia
$18.1M +$18.1M +219,420 New
BTS
73
BB&T Securities
Virginia
$17.6M +$900K +10,913 +104%
DJSG
74
D.J. St. Germain
Massachusetts
$17.4M -$696K -8,440 -4%
Betterment LLC
75
Betterment LLC
New York
$17.3M +$17.3M +210,117 New

BND Hedge Fund Activity: Q4 2014 in Review

402 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2014, worth a combined $18.3B — up 11% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BND positions and 18 closed out — a net gain of 76 holders — while 171 added to existing stakes and 93 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $869M. The largest seller was Windhaven Investment Management, cutting an estimated $68.3M.

  • 402 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2014, up from 332 in Q3 2014.
  • Funds reported $18.3B of Vanguard Total Bond Market stock for Q4 2014, up 11% quarter-over-quarter.
  • 94 funds opened new Vanguard Total Bond Market positions in Q4 2014 and 18 closed out, a net change of +76 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $869M added.
  • The largest Vanguard Total Bond Market seller in Q4 2014 was Windhaven Investment Management, an estimated $68.3M sold.

Based on aggregated 13F filings for Q4 2014.