Vanguard Total Bond Market
BND
675 hedge funds and large institutions have $25.9B invested in Vanguard Total Bond Market in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 286 increasing their positions, 240 reducing their positions, and 60 closing their positions.
20% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 60
19% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 240
2.29% more ownership
Funds ownership: 68.17% → 70.46% (+2.3%)
1% more funds holding
Funds holding: 668 → 675 (+7)
2% more capital invested
Capital invested by funds: $25.4B → $25.9B (+$547M)
6% less call options, than puts
Call options by funds: $464K | Put options by funds: $496K
8% less funds holding in top 10
Funds holding in top 10: 134 → 123 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
+$347M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$268M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$202M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$166M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$87.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$205M |
| 2 |
TC
Toews Corporation
Northfield,
New Jersey
|
-$130M |
| 3 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
-$58M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$56M |
| 5 |
TC
Trust Company
Manhattan,
Kansas
|
-$43.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HT
726
Heritage Trust
Oklahoma City,
Oklahoma
| – | -$35K | -427 | Closed |
|
|
LF
727
Lee Financial
Dallas,
Texas
| – | -$28K | -340 | Closed |
|
728
Simplex Trading
Chicago,
Illinois
| – | -$7.92K | -99 | Closed |
|
|
CT
729
CPF Texas
Plano,
Texas
| – | -$7K | -82 | Closed |
|
|
RFM
730
Royal Fund Management
Lady Lake,
Florida
| – | -$5K | -62 | Closed |
|
|
NR
731
Newfound Research
Wellesley Hills,
Massachusetts
| – | -$3K | -35 | Closed |
|
|
PCA
732
Peddock Capital Advisors
Braintree,
Massachusetts
| – | -$3K | -31 | Closed |
|
|
SP
733
SWS Partners
Columbus,
Ohio
| – | -$2K | -27 | Closed |
|
|
FMII
734
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$1K | -12 | Closed |
|
|
MCM
735
Mainstay Capital Management
Grand Blanc,
Michigan
| – | +$240 | +3 | New |
|
|
PCM
736
Peak Capital Management
Greenwood Village,
Colorado
| – | +$480 | +6 | New |
|
|
MSA
737
Marino Stram & Associates
Braintree,
Massachusetts
| – | +$15.4K | +193 | +25% |
|
BND Hedge Fund Activity: Q1 2018 in Review
675 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q1 2018, worth a combined $25.9B — up 2.2% from $25.4B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new BND positions and 60 closed out — a net gain of 12 holders — while 286 added to existing stakes and 240 trimmed.
The largest buyer was QS Investors, adding an estimated $347M. The largest seller was Wells Fargo, cutting an estimated $205M.
- 675 institutional investors held Vanguard Total Bond Market (BND) as of Q1 2018, up from 668 in Q4 2017.
- Funds reported $25.9B of Vanguard Total Bond Market stock for Q1 2018, up 2.2% quarter-over-quarter.
- 72 funds opened new Vanguard Total Bond Market positions in Q1 2018 and 60 closed out, a net change of +12 holders.
- The largest Vanguard Total Bond Market buyer in Q1 2018 was QS Investors, an estimated $347M added.
- The largest Vanguard Total Bond Market seller in Q1 2018 was Wells Fargo, an estimated $205M sold.
Based on aggregated 13F filings for Q1 2018.