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Vanguard Total Bond Market

331 hedge funds and large institutions have $15.2B invested in Vanguard Total Bond Market in 2014 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 146 increasing their positions, 109 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

34% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $13.7B → $15.2B (+$1.5B)

3% more funds holding

Funds holding: 320331 (+11)

2% more funds holding in top 10

Funds holding in top 10: 5657 (+1)

0.96% more ownership

Funds ownership: 74.03%74.99% (+0.96%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.82M

Holders
331
Holders Change
+11
Holders Change %
+3.44%
% of All Funds
9.51%
Holding in Top 10
57
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.79%
% of All Funds
1.64%
New
34
Increased
146
Reduced
109
Closed
20
Calls
Puts
$1.82M
Net Calls
-$1.82M
Net Calls Change
-$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
IH
176
IFC Holdings
Florida
$1.27M +$994K +12,167 +365%
KWMG
177
King Wealth Management Group
Florida
$1.27M -$42.7K -523 -3%
YP
178
Yellowstone Partners
Idaho
$1.27M +$163K +1,989 +15%
FM
179
Foster & Motley
Ohio
$1.24M +$1.24M +15,128 New
EAM
180
Evanson Asset Management
California
$1.24M +$11K +134 +0.9%
Invesco
181
Invesco
Georgia
$1.2M -$166K -2,030 -12%
CB
182
Chemical Bank
Michigan
$1.2M
UBS AM
183
UBS AM
Illinois
$1.17M -$31.2K -382 -3%
ST
184
Smithfield Trust
Pennsylvania
$1.14M +$29.2K +357 +3%
IHL
185
Investment House LLC
California
$1.13M +$1.12M +13,750 New
CAN
186
Cetera Advisor Networks
California
$1.11M +$99.5K +1,217 +10%
MWP
187
Moller Wealth Partners
$1.1M +$196K +2,396 +22%
FHA
188
First Horizon Advisors
Tennessee
$1.09M +$251K +3,072 +30%
EMA
189
Efficient Market Advisors
California
$1.06M +$147K +1,801 +16%
RJT
190
Raymond James Trust
Florida
$1.06M +$36.2K +443 +4%
BC
191
Bartlett & Co
Ohio
$1.05M -$49K -600 -5%
SIA
192
Spruce Investment Advisors
Connecticut
$1.04M
BWM
193
Braver Wealth Management
Massachusetts
$1.03M +$12.2K +149 +1%
HIS
194
Horizon Investment Services
Indiana
$989K +$15.2K +186 +2%
WB
195
WesBanco Bank
West Virginia
$984K +$586K +7,175 +149%
WB
196
Webster Bank
Connecticut
$968K +$299K +3,663 +45%
RJFSA
197
Raymond James Financial Services Advisors
Florida
$967K -$349K -4,275 -27%
OCG
198
Opus Capital Group
Ohio
$951K -$756K -9,253 -44%
P
199
Pitcairn
Pennsylvania
$937K -$66.4K -813 -7%
NSIM
200
North Star Investment Management
Illinois
$931K +$51.7K +632 +6%

BND Hedge Fund Activity: Q2 2014 in Review

331 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q2 2014, worth a combined $15.2B — up 11% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BND positions and 20 closed out — a net gain of 14 holders — while 146 added to existing stakes and 109 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $202M. The largest seller was State Street, cutting an estimated $76.9M.

  • 331 institutional investors held Vanguard Total Bond Market (BND) as of Q2 2014, up from 320 in Q1 2014.
  • Funds reported $15.2B of Vanguard Total Bond Market stock for Q2 2014, up 11% quarter-over-quarter.
  • 34 funds opened new Vanguard Total Bond Market positions in Q2 2014 and 20 closed out, a net change of +14 holders.
  • The largest Vanguard Total Bond Market buyer in Q2 2014 was Jones Financial Companies, an estimated $202M added.
  • The largest Vanguard Total Bond Market seller in Q2 2014 was State Street, an estimated $76.9M sold.

Based on aggregated 13F filings for Q2 2014.