Ford
1,043 hedge funds and large institutions have $35.4B invested in Ford in 2014 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 397 increasing their positions, 370 reducing their positions, and 84 closing their positions.
76% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 84
33% more funds holding in top 10
Funds holding in top 10: 21 → 28 (+7)
10% more capital invested
Capital invested by funds: $32.3B → $35.4B (+$3.08B)
5% more funds holding
Funds holding: 993 → 1,043 (+50)
3.04% more ownership
Funds ownership: 57.44% → 60.48% (+3%)
7% more repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 370
11% less call options, than puts
Call options by funds: $1.36B | Put options by funds: $1.52B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$694M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$264M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$252M |
| 4 |
Pzena Investment Management
New York
|
+$222M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$215M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$523M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$208M |
| 3 |
AM
Appaloosa Management
Miami Beach,
Florida
|
-$108M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$88.4M |
| 5 |
Citigroup
New York
|
-$69.7M |
F Hedge Fund Activity: Q4 2014 in Review
1,043 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q4 2014, worth a combined $35.4B — up 9.5% from $32.3B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new F positions and 84 closed out — a net gain of 64 holders — while 397 added to existing stakes and 370 trimmed.
The largest buyer was Loomis, Sayles & Company, adding an estimated $694M. The largest seller was Waddell & Reed Financial, cutting an estimated $523M.
- 1,043 institutional investors held Ford (F) as of Q4 2014, up from 993 in Q3 2014.
- Funds reported $35.4B of Ford stock for Q4 2014, up 9.5% 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.