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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
AB
51
AT Bancorp
Iowa
$46.7M +$1.06M +12,935 +2%
APCM
52
Alaska Permanent Capital Management
Alaska
$46.2M +$6.97M +85,075 +17%
SWP
53
Stratos Wealth Partners
Ohio
$44.3M +$13M +158,602 +41%
PAG
54
Private Advisor Group
New Jersey
$44.3M +$13.6M +166,502 +44%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$44M +$1.47M +17,913 +3%
BAAM
56
Baker Avenue Asset Management
California
$44M +$2.75M +33,537 +7%
TFA
57
Transamerica Financial Advisors
Florida
$43.5M -$1.89M -23,038 -4%
SFSG
58
Stearns Financial Services Group
North Carolina
$43.3M +$2.88M +35,221 +7%
AEPG
59
American Economic Planning Group
New Jersey
$42.2M -$9.41M -114,890 -18%
PA
60
Planning Alternatives
Michigan
$37.9M +$13.7M +167,276 +55%
Stifel Financial
61
Stifel Financial
Missouri
$35.2M -$1.08M -13,193 -3%
FPIS
62
Financial Planning & Information Services
Wisconsin
$34.4M +$9.33M +113,870 +36%
HighTower Advisors
63
HighTower Advisors
Illinois
$34.4M -$11.6M -141,158 -25%
AIP
64
Ameritas Investment Partners
Nebraska
$34M +$1.04M +12,700 +3%
KIM
65
Karpus Investment Management
New York
$33.3M +$680K +8,303 +2%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$33M -$28.6M -349,690 -46%
AA
67
Alesco Advisors
New York
$32.9M -$701K -8,560 -2%
PA
68
Paracle Advisors
Washington
$31.1M +$958K +11,695 +3%
SF
69
Synovus Financial
Georgia
$30.8M +$1.05M +12,858 +3%
SIM
70
Sentry Investment Management
Wisconsin
$30.1M -$1.7M -20,792 -5%
FAAS
71
First Allied Advisory Services
California
$29.3M +$2.8M +34,197 +10%
AT
72
Arden Trust
Delaware
$29.2M -$944K -11,526 -3%
CM
73
Cornerstone Management
Georgia
$28.9M +$792K +9,667 +3%
BCI
74
Brinker Capital Investments
Pennsylvania
$28.4M +$6.89M +84,103 +31%
BCM
75
BTC Capital Management
Iowa
$28.1M +$107K +1,308 +0.4%

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.