ANCHOR CAPITAL ADVISORS LLC
Q1 2014 13F-HR Holdings
Net value change ($000)
-20,395
(-0.4%)
New positions
18
Sold out positions
10
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
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)
| HIG | 43,858 | 806.4% |
| DGX | 41,439 | 121.5% |
| ALB | 34,799 | NEW |
| VZ | 26,127 | 7422.4% |
| ALCOA CORP | 25,034 | 22.9% |
| VOD | 20,259 | NEW |
| HEALTH CARE REIT INC COM | 11,199 | 17.1% |
| HE | 9,424 | NEW |
| APACHE CORP | 8,885 | 46.9% |
| DOX | 8,813 | 29.7% |
Top Reduces (Value $000, Stocks/ETFs)
| XEROX CORP | -86,028 | -99.4% |
| DUK | -49,370 | -71.6% |
| VOD | -38,829 | -100.0% |
| MAT | -22,819 | -30.4% |
| STAPLES INC | -19,608 | -26.7% |
| LDOS | -14,429 | -28.8% |
| NATIONAL GRID PLC | -12,675 | -71.3% |
| HAE | -10,394 | -22.2% |
| BSX | -9,778 | -13.9% |
| PEABODY ENERGY | -9,512 | -22.7% |
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 |
|---|