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Ford
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Overview Fund Activity

1,019 hedge funds and large institutions have $34B invested in Ford in 2013 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 377 increasing their positions, 371 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+63
Holders Change %
+6.59%
% of All Funds
29.6%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.76%
New
156
Increased
377
Reduced
371
Closed
84
Calls
$1B
Puts
$1.05B
Net Calls
-$47.9M
Net Calls Change
-$267M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$451M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$161M
3
State Street
State Street
Massachusetts
+$115M
4
IC
Institutional Capital
Illinois
+$103M
5
AL
AJO LP
Pennsylvania
+$101M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$296M
2
CGM
Capital Growth Management
Massachusetts
-$159M
3
Ameriprise
Ameriprise
Minnesota
-$158M
4
O
OppenheimerFunds
New York
-$122M
5
ETC
Evercore Trust Company
New York
-$73.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
626
Capital Counsel
New York
$747K +$330K +21,370 +79%
LMIM
627
Lockheed Martin Investment Management
Maryland
$741K -$2.84M -184,000 -79%
BCA
628
Benchmark Capital Advisors
New York
$734K -$269K -17,450 -27%
OWIM
629
Old West Investment Management
California
$734K -$2.3K -149 -0.3%
BRWA
630
B. Riley Wealth Advisors
Florida
$726K +$280K +18,135 +63%
BEAM
631
Baker Ellis Asset Management
Washington
$720K +$308K +19,952 +75%
WAM
632
Weatherly Asset Management
California
$714K +$124K +8,045 +21%
CMANY
633
Capital Management Associates (New York)
New York
$707K -$49.4K -3,200 -7%
B
634
BancorpSouth
Mississippi
$690K +$8.85K +573 +1%
NL
635
NWAM LLC
Washington
$689K -$19.5K -1,263 -3%
BC
636
Barnett & Company
Tennessee
$688K -$178K -11,550 -21%
BFO
637
Boston Family Office
Massachusetts
$687K +$3.86K +250 +0.6%
BEC
638
Blue Edge Capital
Virginia
$687K +$687K +44,492 New
IH
639
IFC Holdings
Florida
$685K +$66.8K +4,368 +11%
RJT
640
Raymond James Trust
Florida
$679K +$50.4K +3,269 +8%
GF
641
Gerstein Fisher
New York
$672K +$35.8K +2,316 +6%
FIM
642
Frontier Investment Management
Texas
$668K -$755K -48,986 -53%
SC
643
Saturna Capital
Washington
$664K +$124K +8,010 +23%
MCM
644
McGlinn Capital Management
Pennsylvania
$663K – – –
EFS
645
Essex Financial Services
Connecticut
$657K +$113K +7,330 +21%
DY
646
Dowling & Yahnke
California
$651K +$180K +11,671 +38%
PA
647
Planning Alternatives
Michigan
$650K +$214K +13,834 +49%
Mackenzie Financial
648
Mackenzie Financial
Ontario, Canada
$649K +$649K +42,055 New
AP
649
Advisor Partners
California
$646K +$7.54K +489 +1%
GIA
650
Guyasuta Investment Advisors
Pennsylvania
$645K -$26.3K -1,710 -4%
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