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Ford
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1,020 hedge funds and large institutions have $34B invested in Ford in 2013 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 377 increasing their positions, 371 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 84

7% more funds holding

Funds holding: 956 → 1,020 (+64)

2% more repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 371

0.59% more ownership

Funds ownership: 55.8% → 56.39% (+0.59%)

5% less call options, than puts

Call options by funds: $1B | Put options by funds: $1.05B

7% less capital invested

Capital invested by funds: $36.6B → $34B (-$2.57B)

32% less funds holding in top 10

Funds holding in top 10: 38 → 26 (-12)

Holders
1,020
Holders Change
+64
Holders Change %
+6.69%
% of All Funds
29.59%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.75%
New
157
Increased
377
Reduced
371
Closed
84
Calls
$1B
Puts
$1.05B
Net Calls
-$47.9M
Net Calls Change
-$267M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$490M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$175M
3
State Street
State Street
Massachusetts
+$125M
4
IC
Institutional Capital
Illinois
+$112M
5
AL
AJO LP
Pennsylvania
+$110M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$321M
2
Ameriprise
Ameriprise
Minnesota
-$171M
3
CGM
Capital Growth Management
Massachusetts
-$159M
4
O
OppenheimerFunds
New York
-$133M
5
ETC
Evercore Trust Company
New York
-$80.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAS
1051
TIFF Advisory Services
Pennsylvania
– -$1.83M -108,400 Closed
PP
1052
PDT Partners
New York
– -$1.77M -104,664 Closed
TAL
1053
TIG Advisors LLC
New York
– -$1.69M -100,000 Closed
FCT
1054
Family Capital Trust
Massachusetts
– -$1.63M -96,398 Closed
BIM
1055
Beach Investment Management
Pennsylvania
– -$1.42M -84,210 Closed
DWA
1056
Dorsey Wright & Associates
California
– -$1.29K -76,653 Closed
SAMNY
1057
Samsung Asset Management (New York)
New York
– -$1.23M -73,000 Closed
CCT
1058
Country Club Trust
Missouri
– -$1.09M -64,757 Closed
FAM
1059
Forty4 Asset Management
Illinois
– -$1.03M -61,295 Closed
MBI
1060
Montrusco Bolton Investments
Quebec, Canada
– -$995K -59,000 Closed
CM
1061
Churchill Management
California
– -$989K -58,638 Closed
CII
1062
CR Intrinsic Investors
Connecticut
– -$928K -55,000 Closed
ICRM
1063
Insight Capital Research & Management
California
– -$925K -54,064 Closed
SOAMC
1064
Spirit of America Management Corp
New York
– -$882K -52,300 Closed
NI
1065
Numeric Investors
Massachusetts
– -$877K -52,000 Closed
SAM
1066
Symphony Asset Management
California
– -$865K -51,296 Closed
ACM
1067
Avalon Capital Management
California
– -$797K -47,256 Closed
PP
1068
Peconic Partners
New York
– -$759K -45,000 Closed
CG
1069
Clinton Group
New York
– -$718K -42,562 Closed
AP
1070
Archon Partners
New Jersey
– -$700K -41,500 Closed
ASC
1071
Atalanta Sosnoff Capital
New York
– -$645K -38,225 Closed
MFIMFI
1072
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$568K -33,696 Closed
Verition Fund Management
1073
Verition Fund Management
Connecticut
– -$551K -32,650 Closed
FA
1074
FMA Advisory
Pennsylvania
– -$550K -32,598 Closed
NCCM
1075
Nine Chapters Capital Management
New Jersey
– -$545K -32,300 Closed
41 42
43
44 45

F Hedge Fund Activity: Q4 2013 in Review

1,020 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q4 2013, worth a combined $34B — down 7% from $36.6B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new F positions and 84 closed out — a net gain of 73 holders — while 377 added to existing stakes and 371 trimmed.

The largest buyer was Franklin Resources, adding an estimated $490M. The largest seller was Fidelity Investments, cutting an estimated $321M.

  • 1,020 institutional investors held Ford (F) as of Q4 2013, up from 956 in Q3 2013.
  • Funds reported $34B of Ford stock for Q4 2013, down 7% quarter-over-quarter.
  • 157 funds opened new Ford positions in Q4 2013 and 84 closed out, a net change of +73 holders.
  • The largest Ford buyer in Q4 2013 was Franklin Resources, an estimated $490M added.
  • The largest Ford seller in Q4 2013 was Fidelity Investments, an estimated $321M sold.

Based on aggregated 13F filings for Q4 2013.