Ancora Advisors 13F holdings, Q4 2008
Holdings as of December 31, 2008 · filings on SEC EDGAR · latest filing →
Ancora Advisors disclosed 126 US equity positions worth $70.6m in its Q4 2008 13F filing. The largest position was GE at 5.6% of the reported book, followed by INTC and CINF. Against the Q3 2008 filing, it opened 4 new positions, added to 17 and reduced 22 among the top 50 holdings.
What did Ancora Advisors own in Q4 2008? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2008 |
|---|---|---|---|---|---|---|---|
| 1 | GE GENERAL ELECTRIC CO | Industrials | 5.6% | $3.9m | 242,517 | -4% | reduced |
| 2 | INTC INTEL CORP | Technology | 5.6% | $3.9m | 267,515 | 7% | added |
| 3 | CINF CINCINNATI FINL CORP | Financial Services | 4.4% | $3.1m | 105,900 | 0% | held |
| 4 | KO COCA COLA CO | Consumer Defensive | 3.5% | $2.5m | 54,475 | 3% | added |
| 5 | DIS WALT DISNEY CO HOLDING CO | Communication Services | 2.6% | $1.9m | 81,907 | -2% | reduced |
| 6 | IBM INTERNATIONAL BUSINESS MACHINES CORP | Technology | 2.5% | $1.7m | 20,766 | 3% | added |
| 7 | BMY BRISTOL MYERS SQUIBB CO | Healthcare | 2.3% | $1.6m | 69,605 | 26% | added |
| 8 | INVACARE CORP | 2.3% | $1.6m | 102,776 | 3% | added | |
| 9 | WFC WELLS FARGO & CO-NEW | Financial Services | 2.1% | $1.5m | 51,354 | 2% | added |
| 10 | ABT ABBOTT LABORATORIES | Healthcare | 2.1% | $1.5m | 27,563 | -23% | reduced |
| 11 | CAG CONAGRA FOODS INC | Consumer Defensive | 2.0% | $1.4m | 83,954 | 7% | added |
| 12 | AMGN AMGEN INC | Healthcare | 1.9% | $1.4m | 23,610 | -0% | held |
| 13 | PG PROCTER & GAMBLE CO | Consumer Defensive | 1.8% | $1.3m | 20,909 | -34% | reduced |
| 14 | JNJ JOHNSON & JOHNSON | Healthcare | 1.8% | $1.3m | 21,485 | 8% | added |
| 15 | SHW SHERWIN WILLIAMS CO | Basic Materials | 1.7% | $1.2m | 20,000 | -7% | reduced |
| 16 | EMC CORP-MASS | 1.7% | $1.2m | 113,540 | -5% | reduced | |
| 17 | TKR TIMKEN CO | Industrials | 1.5% | $1.1m | 54,475 | – | new |
| 18 | XEROX CORP | 1.5% | $1.0m | 131,188 | 34% | added | |
| 19 | MACE SEC INTL INC | 1.5% | $1.0m | 1,295,000 | -1% | reduced | |
| 20 | 9990302D APACHE CORP | 1.4% | $1.0m | 13,461 | -1% | reduced | |
| 21 | ISHARES TR RUSSELL1000VAL | 1.4% | $1.0m | 20,200 | 254% | added | |
| 22 | SLB SCHLUMBERGER LTD | Energy | 1.3% | $952.0k | 22,484 | -2% | reduced |
| 23 | DOW CHEMICAL CO | 1.3% | $914.0k | 60,540 | -3% | reduced | |
| 24 | MONTGOMERY STR INC SEC | 1.3% | $902.0k | 65,300 | -0% | held | |
| 25 | SPECTRA ENERGY CORP | 1.3% | $890.0k | 56,571 | 6% | added | |
| 26 | ANADARKO PETE CORP | 1.2% | $867.0k | 22,490 | 0% | held | |
| 27 | GANNETT CO INC | 1.2% | $823.0k | 102,827 | -6% | reduced | |
| 28 | INTERNATIONAL GAME TEC | 1.2% | $814.0k | 68,500 | -2% | reduced | |
| 29 | REAVES UTIL INCOME FD | 1.1% | $799.0k | 68,226 | – | new | |
| 30 | PGR PROGRESSIVE CORP OHIO | Financial Services | 1.1% | $778.0k | 52,500 | 0% | held |
| 31 | ADM ARCHER DANIELS MIDLAND | Consumer Defensive | 1.1% | $778.0k | 26,975 | 17% | added |
| 32 | SYMANTEC CORP | 1.1% | $768.0k | 56,800 | -2% | reduced | |
| 33 | ITT INDS INC IND | 1.1% | $767.0k | 16,688 | 1% | added | |
| 34 | SYMMETRICOM INC | 1.0% | $739.0k | 187,064 | -21% | reduced | |
| 35 | ADAPTEC INC | 1.0% | $719.0k | 218,000 | -3% | reduced | |
| 36 | SYK STRYKER CORP | Healthcare | 0.9% | $660.0k | 16,525 | 0% | held |
| 37 | HARRIS CORP DEL | 0.9% | $646.0k | 16,975 | -4% | reduced | |
| 38 | HEWLETT PACKARD CO | 0.8% | $591.0k | 16,296 | -10% | reduced | |
| 39 | RDS/A ROYAL DUTCH SHELL PLC SPONS | 0.8% | $585.0k | 11,051 | -7% | reduced | |
| 40 | CRD/A CRAWFORD & CO | 0.8% | $573.0k | 85,000 | – | new | |
| 41 | SWEDISH EXPT CR CORP ROG ARGI ETN22 | 0.8% | $562.0k | 75,230 | -14% | reduced | |
| 42 | STEPHAN CO | 0.8% | $554.0k | 282,721 | 0% | held | |
| 43 | MFS CHARTER INCOME TRUST-SBI | 0.8% | $551.0k | 75,000 | – | new | |
| 44 | BAC BANK OF AMER CORP | Financial Services | 0.8% | $533.0k | 37,862 | -8% | reduced |
| 45 | CAT CATERPILLAR INC | Industrials | 0.7% | $524.0k | 11,732 | 40% | added |
| 46 | KEY KEYCORP NEW | Financial Services | 0.7% | $502.0k | 58,910 | -13% | reduced |
| 47 | AARON RENTS INC | 0.7% | $497.0k | 22,637 | 11% | added | |
| 48 | GEVITY HR INC | 0.7% | $476.0k | 315,400 | 26% | added | |
| 49 | SHY ISHARES TR 1-3 YR TRS BD | 0.7% | $466.0k | 5,500 | -19% | reduced | |
| 50 | E I DU PONT DE NEMOURS & CO | 0.6% | $453.0k | 17,894 | 19% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.