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1,119 hedge funds and large institutions have $20.2B invested in Ford in 2018 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 392 increasing their positions, 488 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 55.94%55.64% (-0.31%)

4% less funds holding

Funds holding: 1,1651,119 (-46)

17% less capital invested

Capital invested by funds: $24.3B → $20.2B (-$4.07B)

20% less repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 488

21% less call options, than puts

Call options by funds: $695M | Put options by funds: $881M

32% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 115

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
1,119
Holders Change
-46
Holders Change %
-3.95%
% of All Funds
25.58%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.18%
New
78
Increased
392
Reduced
488
Closed
115
Calls
$695M
Puts
$881M
Net Calls
-$186M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.62B +$3.98M +398,137 +0.1%
BlackRock
2
BlackRock
New York
$2.44B -$12.2M -1,221,313 -0.5%
Newport Trust Company
3
Newport Trust Company
District of Columbia
$1.73B +$20.5M +2,052,203 +1%
State Street
4
State Street
Massachusetts
$1.61B +$166M +16,570,421 +11%
Franklin Resources
5
Franklin Resources
California
$579M +$413M +41,346,111 +195%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$447M -$232K -23,219 -0%
JP Morgan Chase
7
JP Morgan Chase
New York
$409M -$203M -20,285,648 -31%
Pzena Investment Management
8
Pzena Investment Management
New York
$377M -$18.5M -1,851,791 -4%
Northern Trust
9
Northern Trust
Illinois
$375M -$8.14M -813,973 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$367M +$2.24M +224,192 +0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$339M -$23.2M -2,322,780 -6%
GA
12
Greenhaven Associates
New York
$306M +$3.16M +316,000 +1%
Morgan Stanley
13
Morgan Stanley
New York
$289M -$61.7M -6,176,127 -17%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$286M -$1.16M -116,434 -0.4%
LSV Asset Management
15
LSV Asset Management
Illinois
$233M +$8.79M +879,400 +4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$225M +$175M +17,511,757 +258%
Goldman Sachs
17
Goldman Sachs
New York
$198M -$13.6M -1,362,223 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$198M +$8.51M +851,545 +4%
Norges Bank
19
Norges Bank
Norway
$196M -$1.47M -147,246 -0.7%
Bank of America
20
Bank of America
North Carolina
$189M -$264M -26,399,415 -56%
Capital Research Global Investors
21
Capital Research Global Investors
California
$185M +$230K +22,991 +0.1%
UBS AM
22
UBS AM
Illinois
$180M +$7.95M +795,637 +4%
Invesco
23
Invesco
Georgia
$178M +$24.2M +2,416,142 +14%
Charles Schwab
24
Charles Schwab
California
$170M +$10.8M +1,082,571 +6%
UBS Group
25
UBS Group
Switzerland
$165M -$23.9M -2,393,024 -12%

F Hedge Fund Activity: Q3 2018 in Review

1,119 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ford (F) for Q3 2018, worth a combined $20.2B — down 17% from $24.3B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of F and 78 opened new positions — a net loss of 37 holders — while 488 trimmed existing stakes and 392 added.

The largest buyer was Franklin Resources, adding an estimated $413M. The largest seller was Bank of America, cutting an estimated $264M.

  • 1,119 institutional investors held Ford (F) as of Q3 2018, down from 1,165 in Q2 2018.
  • Funds reported $20.2B of Ford stock for Q3 2018, down 17% quarter-over-quarter.
  • 78 funds opened new Ford positions in Q3 2018 and 115 closed out, a net change of -37 holders.
  • The largest Ford buyer in Q3 2018 was Franklin Resources, an estimated $413M added.
  • The largest Ford seller in Q3 2018 was Bank of America, an estimated $264M sold.

Based on aggregated 13F filings for Q3 2018.