FARMERS & MERCHANTS INVESTMENTS INC
Q1 2014 13F-HR Holdings
Net value change ($000)
+20,722
(3.0%)
New positions
23
Sold out positions
42
Turnover %
1.8%
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)
| VOD | 3,619 | NEW |
| VZ | 1,905 | 35.6% |
| MSFT | 1,412 | 12.4% |
| O | 1,325 | 27.0% |
| EBAY | 1,307 | 14522.2% |
| OXY | 1,273 | 14.4% |
| PEP | 1,226 | 12.6% |
| WFC | 1,161 | 31.9% |
| JNJ | 1,019 | 8.9% |
| KO | 876 | 23.6% |
Top Reduces (Value $000, Stocks/ETFs)
| VOD | -6,937 | -100.0% |
| NNI | -2,486 | -3.3% |
| WU | -1,166 | -85.1% |
| WM | -1,037 | -33.0% |
| LUMN | -805 | -45.0% |
| BMY | -666 | -16.0% |
| CAG | -570 | -14.5% |
| BAKER HUGHES INC | -465 | -100.0% |
| DOV | -450 | -12.3% |
| COMPUTER SCIENCE | -447 | -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 |
|---|