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Vanguard Total Bond Market

712 hedge funds and large institutions have $25B invested in Vanguard Total Bond Market in 2018 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 228 increasing their positions, 276 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more call options, than puts

Call options by funds: $2.12M | Put options by funds: $396K

106% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 70

10% more funds holding

Funds holding: 648712 (+64)

9% more funds holding in top 10

Funds holding in top 10: 111121 (+10)

5% less capital invested

Capital invested by funds: $26.3B → $25B (-$1.23B)

5.05% less ownership

Funds ownership: 73.61%68.56% (-5%)

17% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 276

Holders
712
Holders Change
+64
Holders Change %
+9.88%
% of All Funds
15.86%
Holding in Top 10
121
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.01%
% of All Funds
2.7%
New
144
Increased
228
Reduced
276
Closed
70
Calls
$2.12M
Puts
$396K
Net Calls
+$1.73M
Net Calls Change
+$192K
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.65B -$67.7M -866,572 -2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.89B +$177M +2,268,971 +11%
MFRM
3
Milliman Financial Risk Management
Illinois
$1.81B -$326M -4,174,436 -15%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.17B -$25.4M -324,788 -2%
Wells Fargo
5
Wells Fargo
California
$1.12B -$44.3M -567,062 -4%
QI
6
QS Investors
New York
$1.06B +$107M +1,367,873 +11%
LPL Financial
7
LPL Financial
California
$1.04B +$5.87M +75,138 +0.6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$945M -$1.18B -15,149,607 -56%
SEI Investments
9
SEI Investments
Pennsylvania
$836M -$43.2M -553,124 -5%
Morgan Stanley
10
Morgan Stanley
New York
$583M -$88.5M -1,131,994 -13%
Bank of America
11
Bank of America
North Carolina
$449M +$51M +652,528 +13%
MIS
12
Morningstar Investment Services
Illinois
$414M -$17.2M -219,466 -4%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$397M +$77.8M +995,340 +25%
State Street
14
State Street
Massachusetts
$391M +$30.9M +395,059 +9%
UBS Group
15
UBS Group
Switzerland
$338M +$30.4M +388,953 +10%
BlackRock
16
BlackRock
New York
$316M -$37.6M -480,764 -11%
Citigroup
17
Citigroup
New York
$273M +$43M +550,378 +19%
Vanguard Group
18
Vanguard Group
Pennsylvania
$250M +$33.4M +427,861 +16%
CSIA
19
Charles Schwab Investment Advisory
California
$246M -$11.4M -145,592 -4%
M&T Bank
20
M&T Bank
New York
$244M +$41.9M +536,067 +21%
LNC
21
Lincoln National Corp
Pennsylvania
$240M -$667K -8,533 -0.3%
Creative Planning
22
Creative Planning
Kansas
$218M +$35.2M +450,545 +20%
Ameriprise
23
Ameriprise
Minnesota
$206M +$17.4M +222,822 +10%
Betterment LLC
24
Betterment LLC
New York
$200M -$12.1M -154,562 -6%
RIG
25
RiverFront Investment Group
Virginia
$173M +$171M +2,188,619 New

BND Hedge Fund Activity: Q4 2018 in Review

712 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard Total Bond Market (BND) for Q4 2018, worth a combined $25B — down 4.7% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new BND positions and 70 closed out — a net gain of 74 holders — while 228 added to existing stakes and 276 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $177M. The largest seller was Cornerstone Wealth Management, cutting an estimated $1.29B.

  • 712 institutional investors held Vanguard Total Bond Market (BND) as of Q4 2018, up from 648 in Q3 2018.
  • Funds reported $25B of Vanguard Total Bond Market stock for Q4 2018, down 4.7% quarter-over-quarter.
  • 144 funds opened new Vanguard Total Bond Market positions in Q4 2018 and 70 closed out, a net change of +74 holders.
  • The largest Vanguard Total Bond Market buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $177M added.
  • The largest Vanguard Total Bond Market seller in Q4 2018 was Cornerstone Wealth Management, an estimated $1.29B sold.

Based on aggregated 13F filings for Q4 2018.