Odey Asset Management discloses updated portfolio positions in 13F filing: Increased position in BAC to ~11.5 mln shares from ~6.2 mln shares, closed ~5.3 mln share position in Ford (F)
Highlights from 2014 Q1 filing as compared to 2013 Q4 filing:
- New positions in: KNX (~1.6 mln shares)
- Increased positions in: BAC (to ~11.5 mln shares from ~6.2 mln shares), PCAR (to ~4.8 mln from ~2.8 mln),
- Decreased positions in: SWFT (to ~3.7 mln shares from ~7.5 mln shares), DAN (to ~3.5 mln from ~6.4 mln)
- Closed positions in: F (from ~5.3 mln shares), JPM (from ~2.7 mln shares)
Note: Odey Asset Management was one of the 50 Top-Performing Large Hedge Funds in 2013 according to Bloomberg