Ford
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$490M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$175M |
| 3 |
State Street
Boston,
Massachusetts
|
+$125M |
| 4 |
IC
Institutional Capital
Chicago,
Illinois
|
+$112M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$321M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$171M |
| 3 |
CGM
Capital Growth Management
Boston,
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 |
|
|---|---|---|---|---|---|
1101
CI Investments Inc
Toronto,
Ontario, Canada
| – | -$16K | -950 | Closed |
|
|
SMA
1102
Simply Money Advisors
Cincinnati,
Ohio
| – | -$12K | -700 | Closed |
|
|
NYLT
1103
New York Life Trust
New York
| – | -$1K | -65 | Closed |
|
|
PO
1104
Private Ocean
San Rafael,
California
| – | +$352 | +21 | New |
|
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.