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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
BCI
926
Brinker Capital Investments
Pennsylvania
$83K
FWM
927
Focused Wealth Management
New York
$79K +$5.41K +367 +8%
AP
928
Atwood & Palmer
Missouri
$78K -$1.47K -100 -2%
EMA
929
Efficient Market Advisors
California
$78K
EFSCE
930
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$6.75K -458 -8%
AWM
931
Avior Wealth Management
Nebraska
$75K +$9.58K +650 +15%
PH
932
Pinnacle Holdings
Oklahoma
$74.3K -$11.3K -766 -14%
GGPS
933
Gary Goldberg Planning Services
New York
$73K +$442 +30 +0.6%
CFSG
934
Community Financial Services Group
Vermont
$70K
NC
935
NewSquare Capital
Pennsylvania
$70K
VFA
936
Virtus Fund Advisers
Connecticut
$69K
IMS
937
Index Management Solutions
Pennsylvania
$68K +$3.02K +205 +5%
FANJ
938
Financial Architects (New Jersey)
New Jersey
$66K -$131K -8,910 -68%
BBPWM
939
Blue Bell Private Wealth Management
Pennsylvania
$62K
GAM
940
Gemmer Asset Management
California
$61K -$4.91K -333 -8%
TFO
941
Tarbox Family Office
California
$60K -$1.56K -106 -3%
FMII
942
Farmers & Merchants Investments Inc
Nebraska
$60K +$3.57K +242 +7%
AWM
943
AllSquare Wealth Management
New York
$59K +$55.7K +3,783 New
CB
944
Community Bank
New York
$59K +$55.8K +3,790 New
SFG
945
Sage Financial Group
Pennsylvania
$54K
VNA
946
Valley National Advisers
Pennsylvania
$53K +$50.4K +3,417 New
IF
947
Ironwood Financial
Arizona
$53K +$50.4K +3,418 New
1832 Asset Management
948
1832 Asset Management
Ontario, Canada
$52K -$1.47K -100 -3%
ACS
949
Archford Capital Strategies
Illinois
$52K +$1.47K +100 +3%
FAM
950
Formidable Asset Management
Ohio
$51K

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.