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Vanguard Total Bond Market

421 hedge funds and large institutions have $18.9B invested in Vanguard Total Bond Market in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 212 increasing their positions, 108 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $592K | Put options by funds: $267K

96% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 108

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

4% more funds holding

Funds holding: 403421 (+18)

3% more funds holding in top 10

Funds holding in top 10: 7779 (+2)

3% more capital invested

Capital invested by funds: $18.4B → $18.9B (+$497M)

2.75% less ownership

Funds ownership: 76.48%73.74% (-2.7%)

Holders
421
Holders Change
+18
Holders Change %
+4.47%
% of All Funds
11.21%
Holding in Top 10
79
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.6%
% of All Funds
2.1%
New
47
Increased
212
Reduced
108
Closed
25
Calls
$592K
Puts
$267K
Net Calls
+$325K
Net Calls Change
+$588K
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
51
United Services Automobile Association
Texas
$36.4M +$7.38M +88,724 +26%
UCFA
52
United Capital Financial Advisors
Texas
$36.4M -$16M -192,195 -30%
Stifel Financial
53
Stifel Financial
Missouri
$36.1M +$1.4M +16,791 +4%
APCM
54
Alaska Permanent Capital Management
Alaska
$35.2M +$2.53M +30,366 +8%
AA
55
Alesco Advisors
New York
$34.9M +$3.26M +39,159 +10%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$32.6M +$22.4M +269,536 +222%
SCM
57
Saba Capital Management
New York
$30.3M +$12.9M +154,567 +74%
RVP
58
Relative Value Partners
Illinois
$28.6M -$68.9K -829 -0.2%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$28.6M +$7.64M +91,891 +37%
SF
60
Synovus Financial
Georgia
$28.4M +$832K +10,006 +3%
Betterment LLC
61
Betterment LLC
New York
$28.3M +$10.7M +129,261 +62%
NYLIM
62
New York Life Investment Management
New York
$28M +$133K +1,600 +0.5%
PA
63
Paracle Advisors
Washington
$27.9M +$927K +11,148 +3%
BTS
64
BB&T Securities
Virginia
$27.9M +$1M +12,085 +56%
SAM
65
Securian Asset Management
Minnesota
$27M -$2.74M -32,956 -9%
AIP
66
Ameritas Investment Partners
Nebraska
$26.3M +$782K +9,400 +3%
RJA
67
Raymond James & Associates
Florida
$22.7M +$2.95M +35,487 +15%
KAM
68
Keeley Asset Management
Illinois
$22.2M
BCM
69
BTC Capital Management
Iowa
$21.5M +$822K +9,890 +4%
IA
70
Ibbotson Associates
Illinois
$20.9M +$5.78M +69,480 +38%
LWM
71
LBA Wealth Management
Florida
$20.2M +$221K +2,653 +1%
PFM
72
Phillips Financial Management
Indiana
$20.1M -$900K -10,829 -4%
TCM
73
Twin Capital Management
Pennsylvania
$19.7M +$721K +8,670 +4%
CM
74
Cornerstone Management
Georgia
$19.1M +$760K +9,143 +4%
MAA
75
Managed Account Advisors
New Jersey
$19M +$5.95M +71,521 +46%

BND Hedge Fund Activity: Q1 2015 in Review

421 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2015, worth a combined $18.9B — up 2.7% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BND positions and 25 closed out — a net gain of 22 holders — while 212 added to existing stakes and 108 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $126M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $784M.

  • 421 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2015, up from 403 in Q4 2014.
  • Funds reported $18.9B of Vanguard Total Bond Market stock for Q1 2015, up 2.7% quarter-over-quarter.
  • 47 funds opened new Vanguard Total Bond Market positions in Q1 2015 and 25 closed out, a net change of +22 holders.
  • The largest Vanguard Total Bond Market buyer in Q1 2015 was Jones Financial Companies, an estimated $126M added.
  • The largest Vanguard Total Bond Market seller in Q1 2015 was Manulife (Manufacturers Life Insurance), an estimated $784M sold.

Based on aggregated 13F filings for Q1 2015.