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Vanguard Total Bond Market

332 hedge funds and large institutions have $16.6B invested in Vanguard Total Bond Market in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 156 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 100

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $15.2B → $16.6B (+$1.39B)

3.66% more ownership

Funds ownership: 74.99%78.65% (+3.7%)

0% more funds holding

Funds holding: 331332 (+1)

2% less funds holding in top 10

Funds holding in top 10: 5756 (-1)

99% less call options, than puts

Call options by funds: $8K | Put options by funds: $606K

Holders
332
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
9.63%
Holding in Top 10
56
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.75%
% of All Funds
1.62%
New
28
Increased
156
Reduced
100
Closed
25
Calls
$8K
Puts
$606K
Net Calls
-$598K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Apriem Advisors
California
$2.47M +$164K +2,000 +7%
IH
152
IFC Holdings
Florida
$2.35M +$1.08M +13,180 +85%
ABC
153
Associated Banc-Corp
Wisconsin
$2.34M -$110K -1,344 -4%
SAM
154
Stringer Asset Management
Tennessee
$2.19M -$5.53M -67,429 -72%
AIG
155
American International Group
New York
$2.12M +$420K +5,120 +25%
NPC
156
National Planning Corporation
California
$2.09M +$106K +1,293 +5%
FM
157
Foster & Motley
Ohio
$2.01M +$773K +9,421 +62%
KeyBank National Association
158
KeyBank National Association
Ohio
$2.01M -$294K -3,590 -13%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$2M +$95.3K +1,162 +5%
NL
160
NWAM LLC
Washington
$1.91M +$26.9K +328 +1%
BCM
161
Bluefin Capital Management
New York
$1.87M -$8.17M -99,573 -81%
VNB
162
Valley National Bancorp
New York
$1.87M -$10.5K -128 -0.6%
BPBT
163
Boston Private Bank & Trust
Massachusetts
$1.73M +$54.9K +670 +3%
GAM
164
Gould Asset Management
California
$1.71M -$223K -2,722 -12%
Millennium Management
165
Millennium Management
New York
$1.56M +$787K +9,597 +102%
DMC
166
Drexel Morgan & Co
Pennsylvania
$1.52M +$8.45K +103 +0.6%
RCAG
167
Rehmann Capital Advisory Group
Michigan
$1.52M -$57.6K -702 -4%
TTWM
168
TCV Trust & Wealth Management
Virginia
$1.51M -$96.8K -1,180 -6%
Franklin Resources
169
Franklin Resources
California
$1.5M -$65.8K -802 -4%
BUB
170
BBVA USA Bancshares
Texas
$1.5M +$96.4K +1,175 +7%
Creative Planning
171
Creative Planning
Kansas
$1.48M -$223K -2,716 -13%
BC
172
Bartlett & Co
Ohio
$1.47M +$423K +5,155 +41%
OCG
173
Opus Capital Group
Ohio
$1.46M +$517K +6,301 +54%
SWM
174
SVA Wealth Management
Wisconsin
$1.42M +$74.8K +912 +6%
WT
175
Whittier Trust
California
$1.39M -$15.3K -187 -1%

BND Hedge Fund Activity: Q3 2014 in Review

332 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2014, worth a combined $16.6B — up 9.2% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new BND positions and 25 closed out — a net gain of 3 holders — while 156 added to existing stakes and 100 trimmed.

The largest buyer was Aegon USA Investment Management, adding an estimated $1.28B. The largest seller was Saba Capital Management, exiting entirely with an estimated $93.8M sold.

  • 332 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2014, up from 331 in Q2 2014.
  • Funds reported $16.6B of Vanguard Total Bond Market stock for Q3 2014, up 9.2% quarter-over-quarter.
  • 28 funds opened new Vanguard Total Bond Market positions in Q3 2014 and 25 closed out, a net change of +3 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2014 was Aegon USA Investment Management, an estimated $1.28B added.
  • The largest Vanguard Total Bond Market seller in Q3 2014 was Saba Capital Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2014.