Ford
991 hedge funds and large institutions have $32.5B invested in Ford in 2014 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 394 increasing their positions, 375 reducing their positions, and 64 closing their positions.
16% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 64
5% more repeat investments, than reductions
Existing positions increased: 394 | Existing positions reduced: 375
0.04% more ownership
Funds ownership: 57.4% → 57.44% (+0.04%)
0% more funds holding
Funds holding: 991 → 991 (0)
8% less call options, than puts
Call options by funds: $1.03B | Put options by funds: $1.12B
16% less capital invested
Capital invested by funds: $38.9B → $32.5B (-$6.35B)
34% less funds holding in top 10
Funds holding in top 10: 32 → 21 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$185M |
| 2 |
Axa
Paris,
France
|
+$134M |
| 3 |
Morgan Stanley
New York
|
+$125M |
| 4 |
State Street
Boston,
Massachusetts
|
+$84.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$76.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$519M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$250M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$152M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$139M |
| 5 |
OCAM
Owl Creek Asset Management
New York
|
-$86.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIA
1051
Choate Investment Advisors
Boston,
Massachusetts
| – | -$17.2K | -1,000 | Closed |
|
|
PR
1052
Payden & Rygel
Los Angeles,
California
| – | -$17K | -1,000 | Closed |
|
1053
Group One Trading
Chicago,
Illinois
| – | -$3K | -200 | Closed |
|
|
NHFG
1054
New Harbor Financial Group
Worcester,
Massachusetts
| – | -$1K | -62 | Closed |
|
F Hedge Fund Activity: Q3 2014 in Review
991 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q3 2014, worth a combined $32.5B — down 16% from $38.9B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new F positions and 64 closed out — a net gain of 10 holders — while 394 added to existing stakes and 375 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $185M. The largest seller was Norges Bank, cutting an estimated $519M.
- 991 institutional investors held Ford (F) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $32.5B of Ford stock for Q3 2014, down 16% quarter-over-quarter.
- 74 funds opened new Ford positions in Q3 2014 and 64 closed out, a net change of +10 holders.
- The largest Ford buyer in Q3 2014 was Waddell & Reed Financial, an estimated $185M added.
- The largest Ford seller in Q3 2014 was Norges Bank, an estimated $519M sold.
Based on aggregated 13F filings for Q3 2014.