Ford
976 hedge funds and large institutions have $33.8B invested in Ford in 2014 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 434 increasing their positions, 359 reducing their positions, and 107 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 434 | Existing positions reduced: 359
1% less capital invested
Capital invested by funds: $34B → $33.8B (-$177M)
0.7% less ownership
Funds ownership: 56.39% → 55.69% (-0.7%)
4% less funds holding in top 10
Funds holding in top 10: 26 → 25 (-1)
4% less funds holding
Funds holding: 1,019 → 976 (-43)
15% less call options, than puts
Call options by funds: $765M | Put options by funds: $900M
26% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 107
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$1.05B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$342M |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
+$144M |
| 4 |
IC
Institutional Capital
Chicago,
Illinois
|
+$118M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$96.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$246M |
| 2 |
MAM
Marketfield Asset Management
New York
|
-$163M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$159M |
| 4 |
State Street
Boston,
Massachusetts
|
-$150M |
| 5 |
IIS
Ignis Investment Services
Edinburgh,
United Kingdom
|
-$138M |
F Hedge Fund Activity: Q1 2014 in Review
976 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q1 2014, worth a combined $33.8B — down 0.52% from $34B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of F and 79 opened new positions — a net loss of 28 holders — while 359 trimmed existing stakes and 434 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $1.05B. The largest seller was Wellington Management Group, cutting an estimated $246M.
- 976 institutional investors held Ford (F) as of Q1 2014, down from 1,019 in Q4 2013.
- Funds reported $33.8B of Ford stock for Q1 2014, down 0.52% quarter-over-quarter.
- 79 funds opened new Ford positions in Q1 2014 and 107 closed out, a net change of -28 holders.
- The largest Ford buyer in Q1 2014 was Barrow, Hanley, Mewhinney & Strauss, an estimated $1.05B added.
- The largest Ford seller in Q1 2014 was Wellington Management Group, an estimated $246M sold.
Based on aggregated 13F filings for Q1 2014.