We are live on ! Find out more

1,041 hedge funds and large institutions have $47.1B invested in Ford in 2014 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 395 increasing their positions, 372 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 84

45% more capital invested

Capital invested by funds: $32.5B → $47.1B (+$14.5B)

33% more funds holding in top 10

Funds holding in top 10: 2128 (+7)

5% more funds holding

Funds holding: 9911,041 (+50)

3.04% more ownership

Funds ownership: 57.44%60.48% (+3%)

6% more repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 372

11% less call options, than puts

Call options by funds: $1.36B | Put options by funds: $1.52B

Holders
1,041
Holders Change
+50
Holders Change %
+5.05%
% of All Funds
27.76%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.75%
New
148
Increased
395
Reduced
372
Closed
84
Calls
$1.36B
Puts
$1.52B
Net Calls
-$161M
Net Calls Change
-$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BTS
26
BB&T Securities
Virginia
$326M +$4.43M +300,449 +17%
UBS Group
27
UBS Group
Switzerland
$307M +$292M +19,804,254 New
Legal & General Group
28
Legal & General Group
United Kingdom
$255M -$12.6M -854,603 -5%
UBS AM
29
UBS AM
Illinois
$247M -$27.7M -1,877,114 -11%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$242M +$95.9M +6,510,629 +71%
WRF
31
Waddell & Reed Financial
Kansas
$238M -$523M -35,503,882 -70%
Pzena Investment Management
32
Pzena Investment Management
New York
$233M +$222M +15,053,523 New
Goldman Sachs
33
Goldman Sachs
New York
$230M +$75.7M +5,137,175 +53%
Wells Fargo
34
Wells Fargo
California
$227M -$7.04M -477,444 -3%
JP Morgan Chase
35
JP Morgan Chase
New York
$186M -$8.63M -585,881 -5%
O
36
OppenheimerFunds
New York
$180M +$9.23M +626,310 +6%
BA
37
BlackRock Advisors
Delaware
$178M -$10.1M -686,323 -6%
VIP
38
Vantage Investment Partners
Missouri
$170M +$162K +11,004 +0.1%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$169M +$14.2M +965,075 +9%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$169M -$7.05M -478,361 -4%
TCIM
41
TIAA CREF Investment Management
New York
$169M -$1.03M -69,709 -0.6%
Capital Research Global Investors
42
Capital Research Global Investors
California
$150M
Axa
43
Axa
France
$148M +$5.09M +345,200 +4%
Charles Schwab
44
Charles Schwab
California
$143M +$5.11M +347,089 +4%
CI
45
Cambiar Investors
Colorado
$140M +$310K +21,066 +0.2%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$135M -$1.23M -83,296 -0.9%
BlackRock
47
BlackRock
New York
$134M +$4.96M +336,320 +4%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$124M -$9M -611,003 -7%
Ameriprise
49
Ameriprise
Minnesota
$123M +$22.6M +1,531,217 +24%
MAA
50
Managed Account Advisors
New Jersey
$122M -$6.96M -472,090 -6%

F Hedge Fund Activity: Q4 2014 in Review

1,041 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q4 2014, worth a combined $47.1B — up 45% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new F positions and 84 closed out — a net gain of 64 holders — while 395 added to existing stakes and 372 trimmed.

The largest buyer was Loomis, Sayles & Company, adding an estimated $694M. The largest seller was Waddell & Reed Financial, cutting an estimated $523M.

  • 1,041 institutional investors held Ford (F) as of Q4 2014, up from 991 in Q3 2014.
  • Funds reported $47.1B of Ford stock for Q4 2014, up 45% quarter-over-quarter.
  • 148 funds opened new Ford positions in Q4 2014 and 84 closed out, a net change of +64 holders.
  • The largest Ford buyer in Q4 2014 was Loomis, Sayles & Company, an estimated $694M added.
  • The largest Ford seller in Q4 2014 was Waddell & Reed Financial, an estimated $523M sold.

Based on aggregated 13F filings for Q4 2014.