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Ford
F

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 %
RFA
901
Reilly Financial Advisors
California
$141K +$70.6K +4,564 +100%
SMU
902
Signet Management USA
Virginia
$139K +$139K +9,000 New
ECM
903
Endex Capital Management
Kansas
$132K – – –
TFO
904
Tarbox Family Office
California
$128K +$128K +8,314 New
LFR
905
Lehman Financial Resources
Pennsylvania
$127K +$26.3K +1,700 +26%
PSI
906
Pinnacle Summer Investments
Virginia
$126K -$11.6K -753 -8%
ST
907
Stifel Trust
Missouri
$118K – – –
SHWM
908
Smith & Howard Wealth Management
Georgia
$116K – – –
TCM
909
Tradewinds Capital Management
Washington
$113K +$113K +7,350 New
CCS
910
Crosspoint Capital Strategies
California
$113K +$113K +7,356 New
TWA
911
TCI Wealth Advisors
Arizona
$111K -$2.19K -142 -2%
KTC
912
Kistler-Tiffany Companies
Pennsylvania
$109K +$231 +15 +0.2%
JWM
913
Jacobus Wealth Management
Wisconsin
$108K – – –
AA
914
Apriem Advisors
California
$103K +$77 +5 +0.1%
BFEC
915
Benjamin F. Edwards & Company
Missouri
$101K +$23.3K +1,504 +30%
CFA
916
Carroll Financial Associates
North Carolina
$100K -$39.9K -2,610 -29%
ITIM
917
Indiana Trust & Investment Management
Indiana
$100K – – –
HR
918
Howe & Rusling
New York
$99K +$37.9K +2,460 +62%
CFS
919
Community Financial System
New York
$98K -$15.3K -1,000 -14%
PFA
920
Paradigm Financial Advisors
Missouri
$98K +$98K +6,341 New
HCM
921
Horrell Capital Management
Arkansas
$95K – – –
TFA
922
Transamerica Financial Advisors
Florida
$93K +$5.45K +352 +6%
JIC
923
Joel Isaacson & Co
New York
$86K +$58.8K +3,803 +216%
BBPWM
924
Blue Bell Private Wealth Management
Pennsylvania
$85K +$85K +5,523 New
EFSCE
925
Enterprise Financial Services Corp (EFSC)
Missouri
$84K – – –
35 36
37
38 39