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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
FCBT
151
First Citizens Bank & Trust
North Carolina
$7.59M +$4.64M +56,590 +152%
WPW
152
Waldron Private Wealth
Pennsylvania
$7.55M +$7.42M +90,636 +3,213%
RFC
153
Regions Financial Corp
Alabama
$7.39M +$727K +8,875 +11%
RW
154
Rand Wealth
Maryland
$7.28M +$2.07M +25,298 +39%
PCA
155
Personal Capital Advisors
California
$7.16M +$7.26M +88,635 New
MFS
156
McNamara Financial Services
Massachusetts
$7.07M +$75.7K +924 +1%
DAM
157
Delta Asset Management
Tennessee
$7.06M -$35.1K -428 -0.5%
BTS
158
BB&T Securities
Virginia
$6.94M
DADC
159
D.A. Davidson & Co
Montana
$6.69M -$2.23M -27,170 -25%
EA
160
Efficient Advisors
Ohio
$6.46M +$369K +4,506 +6%
CB
161
Commerce Bank
Missouri
$6.44M +$2.07M +25,249 +46%
B
162
Bridgeworth
Alabama
$6.4M +$6.46M +78,895 New
RBCM
163
Raub Brock Capital Management
California
$6.39M +$52.4K +640 +0.8%
PBO
164
Peoples Bank (Ohio)
Ohio
$6.25M -$401K -4,895 -6%
RC
165
Roundview Capital
New Jersey
$6.22M -$1.73M -21,118 -22%
HCM
166
Howland Capital Management
Massachusetts
$6.21M +$644K +7,859 +11%
OFW
167
Omnia Family Wealth
Florida
$6.15M +$6.24M +76,160 New
RMC
168
Regis Management Company
California
$6.05M +$2.93M +35,787 +92%
AC
169
Alley Company
Illinois
$5.87M +$334K +4,079 +6%
HI
170
Horizon Investments
North Carolina
$5.83M +$1.38M +16,836 +30%
CIA
171
Capital Investment Advisors
Georgia
$5.78M -$210K -2,562 -3%
Capstone Investment Advisors
172
Capstone Investment Advisors
New York
$5.7M +$5.78M +70,524 New
William Blair & Company
173
William Blair & Company
Illinois
$5.58M -$486K -5,935 -8%
NL
174
NWAM LLC
Washington
$5.56M +$43.4K +530 +0.8%
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$5.48M +$697K +8,505 +14%

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.