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Bank of America Depository Shares Series E
BAC.PRE

4 hedge funds and large institutions have $3.19M invested in Bank of America Depository Shares Series E in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 0.77% → 0.79% (+0.02%)

0% more funds holding

Funds holding: 4 → 4 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

8% less capital invested

Capital invested by funds: $3.46M → $3.19M (-$268K)

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFA
Carroll Financial Associates
North Carolina
+$130K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$33.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$2.32M +$130K +5,900 +6%
GLRA
2
Gerald L. Ray & Associates
Texas
$515K – – –
KIA
3
KCM Investment Advisors
California
$291K -$33.1K -1,500 -10%
HCM
4
Highlander Capital Management
New Jersey
$67K – – –

BAC.PRE Hedge Fund Activity: Q3 2013 in Review

4 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q3 2013, worth a combined $3.19M — down 7.7% from $3.46M a quarter earlier.

Fund positioning in BAC.PRE was balanced in Q3 2013: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $130K. The largest seller was KCM Investment Advisors, cutting an estimated $33.1K.

  • 4 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $3.19M of Bank of America Depository Shares Series E stock for Q3 2013, down 7.7% quarter-over-quarter.
  • 0 funds opened new Bank of America Depository Shares Series E positions in Q3 2013 and 0 closed out.
  • The largest Bank of America Depository Shares Series E buyer in Q3 2013 was Carroll Financial Associates, an estimated $130K added.
  • The largest Bank of America Depository Shares Series E seller in Q3 2013 was KCM Investment Advisors, an estimated $33.1K sold.

Based on aggregated 13F filings for Q3 2013.