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Vanguard Total Bond Market

290 hedge funds and large institutions have $9.77B invested in Vanguard Total Bond Market in 2013 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 131 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.76% more ownership

Funds ownership: 66.94%70.7% (+3.8%)

3% less funds holding

Funds holding: 298290 (-8)

6% less funds holding in top 10

Funds holding in top 10: 5249 (-3)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

15% less capital invested

Capital invested by funds: $11.5B → $9.77B (-$1.78B)

34% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 131

Holders
290
Holders Change
-8
Holders Change %
-2.68%
% of All Funds
9.4%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
1.59%
New
34
Increased
86
Reduced
131
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFS
101
VSR Financial Services
Kansas
$4.71M +$194K +2,416 +4%
FNBOO
102
First National Bank of Omaha
Nebraska
$4.59M -$346K -4,306 -7%
CS
103
Credit Suisse
Switzerland
$4.51M -$134M -1,660,862 -97%
KL
104
Kinsight LLC
Alabama
$4.45M -$43.8K -544 -1%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$4.43M -$249K -3,092 -5%
RBCM
106
Raub Brock Capital Management
California
$4.36M -$72.8K -905 -2%
LIM
107
Leavell Investment Management
Alabama
$4.25M -$1.65M -20,476 -28%
FMC
108
First Merchants Corp
Indiana
$4.03M
QCMC
109
Quantum Capital Management (California)
California
$4.01M -$464K -5,773 -10%
NPC
110
National Planning Corporation
California
$3.76M +$98.1K +1,219 +3%
BIT
111
BlackRock Institutional Trust
California
$3.69M +$2.58M +32,108 +236%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$3.45M -$5.19M -64,559 -60%
KC
113
Kingfisher Capital
North Carolina
$3.29M -$1.75M -21,763 -35%
CIC
114
Cutler Investment Counsel
Oregon
$2.94M -$489K -6,082 -14%
DMC
115
Drexel Morgan & Co
Pennsylvania
$2.9M +$91.5K +1,137 +3%
JP Morgan Chase
116
JP Morgan Chase
New York
$2.87M -$681K -8,469 -19%
RFC
117
Regions Financial Corp
Alabama
$2.82M +$624K +7,751 +29%
AA
118
Apriem Advisors
California
$2.76M -$471K -5,850 -15%
Truist Financial
119
Truist Financial
North Carolina
$2.75M +$2.37M +29,401 +634%
CB
120
Commerce Bank
Missouri
$2.68M -$645K -8,012 -19%
BTS
121
BB&T Securities
Virginia
$2.6M +$259K +3,214 New
CFS
122
Community Financial System
New York
$2.58M -$143K -1,781 -5%
WI
123
WrapManager Inc
California
$2.44M +$165K +2,050 +7%
ABC
124
Associated Banc-Corp
Wisconsin
$2.32M +$2.31M +28,712 New
HighTower Advisors
125
HighTower Advisors
Illinois
$2.32M -$1.02M -12,735 -31%

BND Hedge Fund Activity: Q3 2013 in Review

290 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2013, worth a combined $9.77B — down 15% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BND and 34 opened new positions — a net loss of 4 holders — while 131 trimmed existing stakes and 86 added.

The largest buyer was Aegon USA Investment Management, adding an estimated $673M. The largest seller was Credit Suisse, cutting an estimated $134M.

  • 290 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2013, down from 298 in Q2 2013.
  • Funds reported $9.77B of Vanguard Total Bond Market stock for Q3 2013, down 15% quarter-over-quarter.
  • 34 funds opened new Vanguard Total Bond Market positions in Q3 2013 and 38 closed out, a net change of -4 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2013 was Aegon USA Investment Management, an estimated $673M added.
  • The largest Vanguard Total Bond Market seller in Q3 2013 was Credit Suisse, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2013.