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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
LTI
1
Laffer Tengler Investments
Tennessee
$11.5B -$10.5M -709,845 Closed
ETC
2
Evercore Trust Company
New York
$3.44B +$35.8M +2,431,337 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.12B +$73M +4,955,792 +3%
State Street
4
State Street
Massachusetts
$2.5B +$20M +1,356,048 +0.8%
BIT
5
BlackRock Institutional Trust
California
$1.57B +$3.26M +221,125 +0.2%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.32B +$252M +17,108,220 +25%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.16B -$60.3M -4,091,179 -5%
Allianz Asset Management
8
Allianz Asset Management
Germany
$896M +$131M +8,913,030 +18%
Franklin Resources
9
Franklin Resources
California
$833M +$97.8M +6,638,682 +14%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$792M +$694M +47,128,175 +1,195%
Northern Trust
11
Northern Trust
Illinois
$718M -$988K -67,079 -0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$661M +$20.9M +1,418,069 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$631M +$264M +17,948,148 +79%
BFA
14
BlackRock Fund Advisors
California
$619M +$46M +3,122,829 +8%
AllianceBernstein
15
AllianceBernstein
Tennessee
$587M +$60.8M +4,123,043 +12%
Norges Bank
16
Norges Bank
Norway
$501M +$11.9M +809,593 +3%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$496M +$215M +14,612,128 +84%
BG
18
BlackRock Group
United Kingdom
$486M +$25.4M +1,721,645 +6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$463M +$11M +743,545 +3%
Morgan Stanley
20
Morgan Stanley
New York
$462M -$39.7M -2,695,082 -8%
LSV Asset Management
21
LSV Asset Management
Illinois
$391M +$16.8M +1,142,640 +5%
IC
22
Institutional Capital
Illinois
$358M -$58.2M -3,949,896 -15%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$339M +$6.3M +427,750 +2%
Deutsche Bank
24
Deutsche Bank
Germany
$337M +$53M +3,594,432 +20%
Bank of America
25
Bank of America
North Carolina
$329M -$208M -14,116,656 -40%

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.