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222 hedge funds and large institutions have $1.27B invested in Honda in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 66 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

1% more funds holding

Funds holding: 219222 (+3)

5% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 63

0.07% more ownership

Funds ownership: 1.92%1.99% (+0.07%)

14% less capital invested

Capital invested by funds: $1.48B → $1.27B (-$211M)

100% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $8.15B

100% less funds holding in top 10

Funds holding in top 10: 50 (-5)

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
6.41%
Holding in Top 10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
New
38
Increased
66
Reduced
63
Closed
33
Calls
$10.7M
Puts
$8.15B
Net Calls
-$8.14B
Net Calls Change
-$8.14B
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$239M -$209K -5,600 -0.1%
ClearBridge Investments
2
ClearBridge Investments
New York
$138M -$27.7M -742,623 -16%
SI
3
Scout Investments
Missouri
$105M -$70.9K -1,902 -0.1%
BIP
4
Brandes Investment Partners
California
$84M +$21.4M +574,607 +32%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$58.9M -$19.8M -531,400 -24%
Morgan Stanley
6
Morgan Stanley
New York
$47.9M +$4.62M +123,893 +10%
SI
7
Scharf Investments
California
$41.9M +$44.2M +1,184,216 New
Capital International Investors
8
Capital International Investors
California
$37M
Capital World Investors
9
Capital World Investors
California
$32.7M
MAA
10
Managed Account Advisors
New Jersey
$31.6M +$384K +10,308 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28.7M +$5.33M +142,830 +21%
JP Morgan Chase
12
JP Morgan Chase
New York
$25.7M +$5.29M +141,936 +24%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$23.7M +$202K +5,406 +0.8%
SO
14
STRS Ohio
Ohio
$21.2M
AG
15
Aperio Group
California
$14.1M +$14.9M +399,961 New
Northern Trust
16
Northern Trust
Illinois
$14M +$579K +15,537 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13.2M +$350K +9,378 +3%
PPA
18
Parametric Portfolio Associates
Washington
$12.7M -$1.38M -37,098 -9%
VFAM
19
Valley Forge Asset Management
Pennsylvania
$10.4M +$11M +294,300 New
Goldman Sachs
20
Goldman Sachs
New York
$10.4M +$1.18M +31,698 +12%
CM
21
Castleark Management
Illinois
$9.8M
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$9.57M +$5.93M +158,973 +142%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$9.17M -$608K -16,319 -6%
Millennium Management
24
Millennium Management
New York
$9.1M +$8.83M +236,950 +1,162%
PIA
25
Philadelphia International Advisors
Pennsylvania
$9.01M +$58.9K +1,581 +0.6%

HMC Hedge Fund Activity: Q1 2014 in Review

222 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Honda (HMC) for Q1 2014, worth a combined $1.27B — down 14% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new HMC positions and 33 closed out — a net gain of 5 holders — while 66 added to existing stakes and 63 trimmed.

The largest buyer was Scharf Investments, opening a new position worth an estimated $44.2M. The largest seller was Parametric Risk Advisors, exiting entirely with an estimated $27.9M sold.

  • 222 institutional investors held Honda (HMC) as of Q1 2014, up from 219 in Q4 2013.
  • Funds reported $1.27B of Honda stock for Q1 2014, down 14% quarter-over-quarter.
  • 38 funds opened new Honda positions in Q1 2014 and 33 closed out, a net change of +5 holders.
  • The largest Honda buyer in Q1 2014 was Scharf Investments, an estimated $44.2M added.
  • The largest Honda seller in Q1 2014 was Parametric Risk Advisors, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2014.