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
KT
851
Kanaly Trust
Texas
$193K +$13.1K +891 +8%
LNC
852
Lincoln National Corp
Pennsylvania
$193K +$184K +12,509 New
PM
853
Penbrook Management
New York
$191K
MFBTD
854
MB Financial Bank - Trust Department
Illinois
$190K -$181K -12,277 -50%
PAG
855
Pinnacle Advisory Group
Maryland
$190K -$53.2K -3,609 -23%
DIA
856
Dana Investment Advisors
Wisconsin
$190K
TAM
857
Trust Asset Management
Texas
$190K +$181K +12,263 New
FWP
858
FAS Wealth Partners
Kansas
$189K +$663 +45 +0.4%
SFM
859
Signet Financial Management
New Jersey
$189K +$180K +12,223 New
MFW
860
Meristem Family Wealth
Minnesota
$186K
DHFB
861
Dixon Hubard Feinour & Brown
Virginia
$186K +$16.2K +1,100 +10%
GC
862
Grimes & Company
Massachusetts
$185K -$2.95K -200 -2%
CIA
863
Capital Investment Advisors
Georgia
$185K +$21K +1,427 +14%
SCA
864
Stonebridge Capital Advisors
Minnesota
$185K +$176K +11,913 New
MPWT
865
MassMutual Private Wealth & Trust
Connecticut
$184K -$110K -7,466 -39%
P
866
Pitcairn
Pennsylvania
$183K -$17.6K -1,195 -9%
PHAM
867
Palisades Hudson Asset Management
Florida
$182K +$173K +11,751 New
BAS
868
Brown Advisory Securities
Maryland
$180K +$4.58K +311 +3%
BFIM
869
Beese Fulmer Investment Management
Ohio
$177K -$7.37K -500 -4%
CAM
870
Cypress Asset Management
Texas
$177K +$8.84K +600 +6%
DWA
871
Douglass Winthrop Advisors
New York
$176K +$167K +11,336 New
FIMG
872
Financial & Investment Management Group
Michigan
$175K +$166K +11,279 New
KIG
873
Kovitz Investment Group
Illinois
$174K -$15.9K -1,078 -9%
SWA
874
SFMG Wealth Advisors
Texas
$173K +$165K +11,193 New
MA
875
MUFG Americas
New York
$172K -$216K -14,680 -57%

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.