Ally Financial Inc.
Q1 2014 13F-HR Holdings
Net value change ($000)
-1,348
(-0.1%)
New positions
44
Sold out positions
32
Turnover %
34.5%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2013
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| AMZN | 9,959 | 192.1% |
| COST | 8,376 | NEW |
| STT | 7,998 | NEW |
| ABBV | 7,967 | NEW |
| GE | 7,686 | 97.9% |
| XLV | 7,604 | NEW |
| T | 6,104 | 46.9% |
| SBUX | 5,745 | 293.1% |
| Medtronic PLC | 5,539 | NEW |
| TGT | 5,527 | 109.2% |
Top Reduces (Value $000, Stocks/ETFs)
| XLU | -19,934 | -100.0% |
| WFC | -13,620 | -100.0% |
| TEVA | -12,425 | -100.0% |
| WMB | -10,221 | -100.0% |
| OVERSEAS SHIPHOLDING GROUP INC | -9,997 | -100.0% |
| MRK | -9,103 | -54.3% |
| APACHE CORP | -8,982 | -45.4% |
| JPM | -8,000 | -38.0% |
| ORCL | -7,882 | -59.7% |
| OXY | -6,372 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|