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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
DAM
951
Delta Asset Management
Tennessee
$49K +$1.9K +129 +4%
WC
952
Whitnell & Co
Illinois
$46K
HTHT
953
Hemenway Trust Hemenway Trust
New Hampshire
$45K -$3.11K -211 -7%
BOK
954
Bank of Kentucky
Kentucky
$44K
NIMI
955
Natixis Investment Managers International
France
$44K +$41.7K +2,828 New
WOC
956
West Oak Capital
California
$42.8K +$1.71K +116 +4%
ST
957
Smithfield Trust
Pennsylvania
$42K -$221K -15,000 -85%
WA
958
Waverly Advisors
Alabama
$41K -$36.3K -2,464 -48%
WA
959
WealthTrust-Arizona
Arizona
$41K +$10.3K +700 +36%
S
960
SignatureFD
Georgia
$40K -$130K -8,810 -78%
DSC
961
Duncker Streett & Co
Missouri
$39K
LWM
962
Lenox Wealth Management
Ohio
$39K
AC
963
Alexandria Capital
Virginia
$36K +$147 +10 +0.4%
PSC
964
Prentiss Smith & Co
Vermont
$36K +$4.42K +300 +15%
HPBT
965
High Point Bank & Trust
North Carolina
$34K
UFA
966
US Financial Advisors
Massachusetts
$34K +$32.1K +2,180 New
PAI
967
Pittenger & Anderson Inc
Nebraska
$33K -$6.41K -435 -17%
JFA
968
JNBA Financial Advisors
Minnesota
$33K
HR
969
Howe & Rusling
New York
$33K +$14.7K +998 +89%
PIA
970
Peachtree Investment Advisors
Georgia
$31K
BC
971
Bartlett & Co
Ohio
$29K -$7.37K -500 -21%
DOA
972
D'Orazio & Associates
Virginia
$29K -$2.42K -164 -8%
MA
973
MCF Advisors
Kentucky
$29K
TIM
974
Tortoise Investment Management
New York
$28K +$3.32K +225 +14%
SAM
975
Shamrock Asset Management
Texas
$25K

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.