F icon

Ford
F

Overview Fund Activity

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
Holders
1,041
Holders Change
+50
Holders Change %
+5.05%
% of All Funds
27.78%
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

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$730M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$278M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$265M
4
Pzena Investment Management
Pzena Investment Management
New York
+$233M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$226M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
-$550M
2
Bank of America
Bank of America
North Carolina
-$219M
3
AM
Appaloosa Management
Florida
-$108M
4
Capital World Investors
Capital World Investors
California
-$93M
5
Citigroup
Citigroup
New York
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
926
Brinker Capital Investments
Pennsylvania
$83K – – –
FWM
927
Focused Wealth Management
New York
$79K +$5.7K +367 +8%
AP
928
Atwood & Palmer
Missouri
$78K -$1.56K -100 -2%
EMA
929
Efficient Market Advisors
California
$78K – – –
EFSCE
930
Enterprise Financial Services Corp (EFSC)
Missouri
$77K -$7.06K -458 -8%
AWM
931
Avior Wealth Management
Nebraska
$75K +$10.1K +650 +15%
PH
932
Pinnacle Holdings
Oklahoma
$74.3K -$11.9K -766 -14%
GGPS
933
Gary Goldberg Planning Services
New York
$73K +$465 +30 +0.6%
NC
934
NewSquare Capital
Pennsylvania
$70K – – –
CFSG
935
Community Financial Services Group
Vermont
$70K – – –
VFA
936
Virtus Fund Advisers
Connecticut
$69K – – –
IMS
937
Index Management Solutions
Pennsylvania
$68K +$3.19K +205 +5%
FANJ
938
Financial Architects (New Jersey)
New Jersey
$66K -$139K -8,910 -68%
BBPWM
939
Blue Bell Private Wealth Management
Pennsylvania
$62K – – –
GAM
940
Gemmer Asset Management
California
$61K -$5.19K -333 -8%
TFO
941
Tarbox Family Office
California
$60K -$1.63K -106 -3%
FMII
942
Farmers & Merchants Investments Inc
Nebraska
$60K +$3.77K +242 +7%
AWM
943
AllSquare Wealth Management
New York
$59K +$59K +3,783 New
CB
944
Community Bank
New York
$59K +$59K +3,790 New
SFG
945
Sage Financial Group
Pennsylvania
$54K – – –
VNA
946
Valley National Advisers
Pennsylvania
$53K +$53K +3,417 New
IF
947
Ironwood Financial
Arizona
$53K +$53K +3,418 New
1832 Asset Management
948
1832 Asset Management
Ontario, Canada
$52K -$1.56K -100 -3%
ACS
949
Archford Capital Strategies
Illinois
$52K +$1.54K +100 +3%
FAM
950
Formidable Asset Management
Ohio
$51K – – –
36 37
38
39 40