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991 hedge funds and large institutions have $38.9B invested in Ford in 2014 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 408 increasing their positions, 356 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 64

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

27% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $895M

15% more capital invested

Capital invested by funds: $33.8B → $38.9B (+$5.03B)

15% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 356

1.72% more ownership

Funds ownership: 55.69%57.4% (+1.7%)

2% more funds holding

Funds holding: 976991 (+15)

Holders
991
Holders Change
+15
Holders Change %
+1.54%
% of All Funds
28.49%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.92%
New
85
Increased
408
Reduced
356
Closed
64
Calls
$1.13B
Puts
$895M
Net Calls
+$239M
Net Calls Change
+$374M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1
Evercore Trust Company
New York
$3.87B -$37.8M -2,323,505 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.37B +$72.1M +4,434,257 +2%
State Street
3
State Street
Massachusetts
$2.67B -$9.2M -565,398 -0.4%
BIT
4
BlackRock Institutional Trust
California
$1.76B +$14.5M +892,121 +0.9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.35B -$318M -19,565,067 -20%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.21B +$40.1M +2,466,256 +4%
Norges Bank
7
Norges Bank
Norway
$1.07B +$512M +31,450,978 +103%
Franklin Resources
8
Franklin Resources
California
$953M +$20.8M +1,277,370 +2%
Allianz Asset Management
9
Allianz Asset Management
Germany
$878M +$63.2M +3,887,684 +8%
Northern Trust
10
Northern Trust
Illinois
$850M +$23.1M +1,421,329 +3%
IC
11
Institutional Capital
Illinois
$719M -$2.4M -147,752 -0.4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$714M +$10.7M +660,404 +2%
WRF
13
Waddell & Reed Financial
Kansas
$690M +$628M +38,633,399 +2,820%
Bank of America
14
Bank of America
North Carolina
$638M +$87.2M +5,358,708 +17%
BFA
15
BlackRock Fund Advisors
California
$622M +$20.1M +1,233,686 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$513M +$2.34M +143,657 +0.5%
BG
17
BlackRock Group
United Kingdom
$505M +$22.5M +1,382,875 +5%
AllianceBernstein
18
AllianceBernstein
Tennessee
$505M +$5.52M +339,117 +1%
Morgan Stanley
19
Morgan Stanley
New York
$434M -$57M -3,506,664 -12%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$373M +$2M +123,020 +0.6%
LSV Asset Management
21
LSV Asset Management
Illinois
$367M +$41.9M +2,574,100 +14%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$322M -$42.6M -2,621,754 -12%
Capital Research Global Investors
23
Capital Research Global Investors
California
$320M
BTS
24
BB&T Securities
Virginia
$320M +$1.75M +107,810 +6%
Legal & General Group
25
Legal & General Group
United Kingdom
$312M -$3.57M -219,700 -1%

F Hedge Fund Activity: Q2 2014 in Review

991 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q2 2014, worth a combined $38.9B — up 15% from $33.8B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new F positions and 64 closed out — a net gain of 21 holders — while 408 added to existing stakes and 356 trimmed.

The largest buyer was Waddell & Reed Financial, adding an estimated $628M. The largest seller was Wellington Management Group, cutting an estimated $318M.

  • 991 institutional investors held Ford (F) as of Q2 2014, up from 976 in Q1 2014.
  • Funds reported $38.9B of Ford stock for Q2 2014, up 15% quarter-over-quarter.
  • 85 funds opened new Ford positions in Q2 2014 and 64 closed out, a net change of +21 holders.
  • The largest Ford buyer in Q2 2014 was Waddell & Reed Financial, an estimated $628M added.
  • The largest Ford seller in Q2 2014 was Wellington Management Group, an estimated $318M sold.

Based on aggregated 13F filings for Q2 2014.