We are live on ! Find out more

1,093 hedge funds and large institutions have $30.5B invested in Ford in 2016 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 504 increasing their positions, 372 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 372

0.31% less ownership

Funds ownership: 59.37%59.07% (-0.31%)

6% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 96

2% less funds holding

Funds holding: 1,1141,093 (-21)

9% less capital invested

Capital invested by funds: $33.4B → $30.5B (-$2.86B)

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

51% less call options, than puts

Call options by funds: $376M | Put options by funds: $773M

Holders
1,093
Holders Change
-21
Holders Change %
-1.89%
% of All Funds
29.12%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.37%
New
90
Increased
504
Reduced
372
Closed
96
Calls
$376M
Puts
$773M
Net Calls
-$396M
Net Calls Change
-$51.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
901
Carson Wealth (CWM LLC)
Nebraska
$160K +$123K +9,781 +466%
PHAM
902
Palisades Hudson Asset Management
Florida
$159K
CA
903
Cambridge Advisors
Nebraska
$159K +$148K +11,764 New
GWM
904
Gupta Wealth Management
California
$158K -$223K -17,722 -60%
FA
905
Fagan Associates
New York
$157K -$6.97K -554 -5%
GCAC
906
Guardian Capital Advisors (Canada)
Ontario, Canada
$156K +$5.98K +475 +4%
BFC
907
Blue Fin Capital
Rhode Island
$154K +$143K +11,375 New
VNA
908
Valley National Advisers
Pennsylvania
$152K +$7.21K +573 +5%
FIM
909
Freedom Investment Management
Connecticut
$152K +$141K +11,226 New
BCM
910
Becker Capital Management
Oregon
$151K
MIP
911
Marietta Investment Partners
Wisconsin
$150K -$299K -23,800 -68%
GA
912
GFS Advisors
Texas
$150K +$140K +11,100 New
WSC
913
Wellington Shields & Co
New York
$149K +$139K +11,050 New
VIA
914
Vantage Investment Advisors
Pennsylvania
$148K -$5.33K -424 -4%
PTC
915
Petrus Trust Company
Texas
$148K
FA
916
Friess Associates
Delaware
$147K +$20K +1,590 +17%
PG
917
Patten Group
Tennessee
$147K +$46K +3,653 +51%
CCM
918
Chickasaw Capital Management
Tennessee
$146K -$63.5K -5,050 -32%
RW
919
Rand Wealth
Maryland
$143K -$3.77K -300 -3%
RWG
920
Regal Wealth Group
California
$142K +$5.91K +470 +5%
EIM
921
Essex Investment Management
Massachusetts
$141K
PWAG
922
Polaris Wealth Advisory Group
California
$141K +$131K +10,420 New
SAM
923
Summit Asset Management
Tennessee
$141K +$131K +10,440 New
HHGA
924
Halbert Hargrove Global Advisors
California
$140K -$27.5K -2,184 -17%
QI
925
Quotient Investors
New York
$140K +$131K +10,400 New

F Hedge Fund Activity: Q1 2016 in Review

1,093 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q1 2016, worth a combined $30.5B — down 8.6% from $33.4B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of F and 90 opened new positions — a net loss of 6 holders — while 372 trimmed existing stakes and 504 added.

The largest buyer was Bank of America, adding an estimated $210M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $254M sold.

  • 1,093 institutional investors held Ford (F) as of Q1 2016, down from 1,114 in Q4 2015.
  • Funds reported $30.5B of Ford stock for Q1 2016, down 8.6% quarter-over-quarter.
  • 90 funds opened new Ford positions in Q1 2016 and 96 closed out, a net change of -6 holders.
  • The largest Ford buyer in Q1 2016 was Bank of America, an estimated $210M added.
  • The largest Ford seller in Q1 2016 was Americafirst Capital Management, an estimated $254M sold.

Based on aggregated 13F filings for Q1 2016.