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Ford
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1,020 hedge funds and large institutions have $34B invested in Ford in 2013 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 377 increasing their positions, 371 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 84

7% more funds holding

Funds holding: 956 → 1,020 (+64)

2% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 371

0.59% more ownership

Funds ownership: 55.8% → 56.39% (+0.59%)

5% less call options, than puts

Call options by funds: $1B | Put options by funds: $1.05B

7% less capital invested

Capital invested by funds: $36.6B → $34B (-$2.57B)

32% less funds holding in top 10

Funds holding in top 10: 38 → 26 (-12)

Holders
1,020
Holders Change
+64
Holders Change %
+6.69%
% of All Funds
29.59%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.75%
New
157
Increased
377
Reduced
371
Closed
84
Calls
$1B
Puts
$1.05B
Net Calls
-$47.9M
Net Calls Change
-$267M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$490M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$175M
3
State Street
State Street
Massachusetts
+$125M
4
IC
Institutional Capital
Illinois
+$112M
5
AL
AJO LP
Pennsylvania
+$110M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$321M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
CGM
Capital Growth Management
Massachusetts
-$159M
4
O
OppenheimerFunds
New York
-$133M
5
ETC
Evercore Trust Company
New York
-$80.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
401
American Assets Investment Management
California
$2.93M – – –
SCM
402
Shelton Capital Management
Colorado
$2.93M – – –
GMIM
403
General Motors Investment Management
New York
$2.88M +$115K +6,855 +4%
BCM
404
BBT Capital Management
Texas
$2.86M +$3.11M +185,246 New
ECM
405
Exchange Capital Management
Michigan
$2.85M +$50.7K +3,024 +2%
RHFI
406
Reilly Herbert Faulkner III
$2.84M +$3.09M +183,990 New
PGFC
407
Peapack-Gladstone Financial Corp
New Jersey
$2.83M +$875K +52,195 +40%
SGAM
408
Steinberg Global Asset Management
Florida
$2.83M +$175K +10,462 +6%
DVM
409
Dreman Value Management
Florida
$2.83M -$701K -41,783 -27%
KJHP
410
K.J. Harrison & Partners
Ontario, Canada
$2.79M -$2.29M -136,500 -45%
JWBC
411
J.W. Burns & Co
New York
$2.79M -$173K -10,301 -5%
SB
412
Suntrust Banks
Georgia
$2.74M -$105K -6,238 -3%
WRF
413
Waddell & Reed Financial
Kansas
$2.73M -$6.73M -401,128 -69%
BBA
414
BLB&B Advisors
Pennsylvania
$2.73M -$8.42K -502 -0.3%
Daiwa Securities Group
415
Daiwa Securities Group
Japan
$2.69M -$28.5K -1,700 -1%
DCMA
416
Daiwa Capital Markets America
New York
$2.69M +$2.13M +127,223 New
HCM
417
Highbridge Capital Management
New York
$2.68M -$3.51M -209,102 -55%
CONA
418
Capital One National Association
New York
$2.68M +$42.4K +2,531 +1%
BCAM
419
Boston Common Asset Management
Massachusetts
$2.68M +$2.31M +137,815 +385%
MHS
420
M Holdings Securities
Oregon
$2.67M +$2.9M +173,074 New
APFBOT
421
Amica Pension Fund Board of Trustees
Rhode Island
$2.65M – – –
CWM
422
Concert Wealth Management
California
$2.62M +$261K +15,538 +10%
NIMC
423
NWQ Investment Management Company
California
$2.61M +$2.83M +168,950 New
PAG
424
Private Advisor Group
New Jersey
$2.59M +$2.81M +167,873 New
WCM
425
Wisconsin Capital Management
Wisconsin
$2.59M +$2.61M +155,425 +1,259%
15 16
17
18 19

F Hedge Fund Activity: Q4 2013 in Review

1,020 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q4 2013, worth a combined $34B — down 7% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new F positions and 84 closed out — a net gain of 73 holders — while 377 added to existing stakes and 371 trimmed.

The largest buyer was Franklin Resources, adding an estimated $490M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 1,020 institutional investors held Ford (F) as of Q4 2013, up from 956 in Q3 2013.
  • Funds reported $34B of Ford stock for Q4 2013, down 7% quarter-over-quarter.
  • 157 funds opened new Ford positions in Q4 2013 and 84 closed out, a net change of +73 holders.
  • The largest Ford buyer in Q4 2013 was Franklin Resources, an estimated $490M added.
  • The largest Ford seller in Q4 2013 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2013.