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Vanguard Total Bond Market

521 hedge funds and large institutions have $20.4B invested in Vanguard Total Bond Market in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 262 increasing their positions, 143 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $480K | Put options by funds: $253K

83% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 143

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

3% more funds holding

Funds holding: 508521 (+13)

3% less capital invested

Capital invested by funds: $21.1B → $20.4B (-$660M)

3.57% less ownership

Funds ownership: 66.93%63.36% (-3.6%)

6% less funds holding in top 10

Funds holding in top 10: 10498 (-6)

Holders
521
Holders Change
+13
Holders Change %
+2.56%
% of All Funds
13.9%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
2.61%
New
46
Increased
262
Reduced
143
Closed
29
Calls
$480K
Puts
$253K
Net Calls
+$227K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Horizon Investments
North Carolina
$4.65M +$3.55M +42,126 +320%
CB
177
Commerce Bank
Missouri
$4.58M +$333K +3,957 +8%
STMM
178
South Texas Money Management
Texas
$4.33M -$1.7M -20,163 -28%
FFS
179
Founders Financial Securities
Maryland
$4.25M +$3.52M +41,784 +480%
SPC
180
Sigma Planning Corp
Michigan
$4.21M +$871K +10,343 +26%
CCG
181
Chatham Capital Group
Georgia
$3.98M +$147K +1,750 +4%
Millennium Management
182
Millennium Management
New York
$3.98M +$1.04M +12,357 +35%
FPFS
183
First Personal Financial Services
North Carolina
$3.91M +$630K +7,487 +19%
BC
184
Bartlett & Co
Ohio
$3.81M +$84.2K +1,000 +2%
CAM
185
Crestone Asset Management
Colorado
$3.79M +$1.89M +22,426 +99%
FMC
186
First Merchants Corp
Indiana
$3.78M
PPA
187
Parametric Portfolio Associates
Washington
$3.64M -$5.7M -67,763 -61%
RG
188
Rathbones Group
United Kingdom
$3.61M +$290K +3,447 +9%
ABC
189
Associated Banc-Corp
Wisconsin
$3.5M +$333K +3,959 +11%
UCFA
190
United Capital Financial Advisors
Texas
$3.47M -$16.7M -198,253 -83%
BCA
191
Bernzott Capital Advisors
California
$3.32M
RMC
192
Regis Management Company
California
$3.29M +$231K +2,750 +8%
TD Asset Management
193
TD Asset Management
Ontario, Canada
$3.25M +$173K +2,051 +6%
FC
194
FIC Capital
New York
$3.15M +$19.4K +230 +0.6%
FCBT
195
First Citizens Bank & Trust
North Carolina
$3.14M +$1.5M +17,791 +91%
CT
196
Coastline Trust
Rhode Island
$3.08M +$245K +2,910 +9%
AC
197
AFAM Capital
Texas
$3.01M -$1.05M -12,471 -26%
DWM
198
Darwin Wealth Management
Florida
$2.92M +$207K +2,456 +8%
LPL Financial
199
LPL Financial
California
$2.88M -$15.5K -184 -0.5%
ANTB
200
AMG National Trust Bank
Colorado
$2.87M +$75.6K +898 +3%

BND Hedge Fund Activity: Q3 2016 in Review

521 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q3 2016, worth a combined $20.4B — down 3.1% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new BND positions and 29 closed out — a net gain of 17 holders — while 262 added to existing stakes and 143 trimmed.

The largest buyer was Wells Fargo, adding an estimated $213M. The largest seller was Windhaven Investment Management, cutting an estimated $317M.

  • 521 institutional investors held Vanguard Total Bond Market (BND) as of Q3 2016, up from 508 in Q2 2016.
  • Funds reported $20.4B of Vanguard Total Bond Market stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 46 funds opened new Vanguard Total Bond Market positions in Q3 2016 and 29 closed out, a net change of +17 holders.
  • The largest Vanguard Total Bond Market buyer in Q3 2016 was Wells Fargo, an estimated $213M added.
  • The largest Vanguard Total Bond Market seller in Q3 2016 was Windhaven Investment Management, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2016.