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Vanguard Total Bond Market

402 hedge funds and large institutions have $18.3B invested in Vanguard Total Bond Market in 2014 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 171 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 18

84% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 93

36% more funds holding in top 10

Funds holding in top 10: 5676 (+20)

21% more funds holding

Funds holding: 332402 (+70)

11% more capital invested

Capital invested by funds: $16.6B → $18.3B (+$1.76B)

2.45% less ownership

Funds ownership: 78.65%76.2% (-2.4%)

97% less call options, than puts

Call options by funds: $9K | Put options by funds: $272K

Holders
402
Holders Change
+70
Holders Change %
+21.08%
% of All Funds
10.72%
Holding in Top 10
76
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+35.71%
% of All Funds
2.03%
New
94
Increased
171
Reduced
93
Closed
18
Calls
$9K
Puts
$272K
Net Calls
-$263K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
201
Franklin Resources
California
$1.5M -$4.54K -55 -0.3%
TTWM
202
TCV Trust & Wealth Management
Virginia
$1.48M -$48.7K -590 -3%
WCM
203
Windham Capital Management
Massachusetts
$1.47M +$114K +1,381 +8%
CAN
204
Cetera Advisor Networks
California
$1.4M +$385K +4,670 +38%
V
205
Veritable
Delaware
$1.38M +$567K +6,877 +70%
F
206
FolioMetrix
Nebraska
$1.36M +$1.37M +16,621 New
CIC
207
Cutler Investment Counsel
Oregon
$1.35M -$1.3M -15,707 -49%
LJHT
208
Laurie J. Hall Trustee
$1.32M
HCMT
209
Highland Capital Management (Tennessee)
Tennessee
$1.3M -$20.4K -247 -2%
BC
210
Bartlett & Co
Ohio
$1.29M -$184K -2,230 -12%
YP
211
Yellowstone Partners
Idaho
$1.26M +$7.92K +96 +0.6%
KWMG
212
King Wealth Management Group
Florida
$1.25M +$36.7K +445 +3%
LPC
213
Loeb Partners Corp
New York
$1.19M
HIS
214
Horizon Investment Services
Indiana
$1.18M +$168K +2,031 +17%
EMA
215
Efficient Market Advisors
California
$1.15M +$17.7K +214 +2%
AIM
216
Advantage Investment Management
Iowa
$1.15M +$1.15M +13,909 New
WB
217
WesBanco Bank
West Virginia
$1.14M +$60.2K +730 +6%
CA
218
Cetera Advisors
Colorado
$1.12M +$633K +7,674 +130%
CFA
219
CT Financial Advisors
Pennsylvania
$1.11M +$1.12M +13,527 New
ST
220
Smithfield Trust
Pennsylvania
$1.09M -$40.6K -492 -4%
Invesco
221
Invesco
Georgia
$1.09M -$63.2K -766 -5%
CB
222
Chemical Bank
Michigan
$1.05M -$42.5K -515 -4%
FHC
223
First Heartland Consultants
Missouri
$1.05M -$8.33K -101 -0.8%
EAM
224
Evanson Asset Management
California
$1.04M +$54K +655 +5%
SWP
225
Stratos Wealth Partners
Ohio
$1.03M +$732K +8,877 +243%

BND Hedge Fund Activity: Q4 2014 in Review

402 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2014, worth a combined $18.3B — up 11% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BND positions and 18 closed out — a net gain of 76 holders — while 171 added to existing stakes and 93 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $869M. The largest seller was Windhaven Investment Management, cutting an estimated $68.3M.

  • 402 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2014, up from 332 in Q3 2014.
  • Funds reported $18.3B of Vanguard Total Bond Market stock for Q4 2014, up 11% quarter-over-quarter.
  • 94 funds opened new Vanguard Total Bond Market positions in Q4 2014 and 18 closed out, a net change of +76 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2014 was Manulife (Manufacturers Life Insurance), an estimated $869M added.
  • The largest Vanguard Total Bond Market seller in Q4 2014 was Windhaven Investment Management, an estimated $68.3M sold.

Based on aggregated 13F filings for Q4 2014.