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Bank of America Depository Shares Series E
BAC.PRE

5 hedge funds and large institutions have $3.49M invested in Bank of America Depository Shares Series E in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 4 → 5 (+1)

9% more capital invested

Capital invested by funds: $3.19M → $3.49M (+$293K)

0.09% more ownership

Funds ownership: 0.79% → 0.89% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
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
+$357K
2
HCC
Hirtle Callaghan & Co
Pennsylvania
+$31.1K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$20.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1
Carroll Financial Associates
North Carolina
$2.62M +$357K +17,750 +16%
GLRA
2
Gerald L. Ray & Associates
Texas
$503K – – –
KIA
3
KCM Investment Advisors
California
$264K -$20.1K -1,000 -7%
HCM
4
Highlander Capital Management
New Jersey
$65.4K – – –
HCC
5
Hirtle Callaghan & Co
Pennsylvania
$31K +$31.1K +1,548 New

BAC.PRE Hedge Fund Activity: Q4 2013 in Review

5 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q4 2013, worth a combined $3.49M — up 9.2% from $3.19M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new BAC.PRE positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Carroll Financial Associates, adding an estimated $357K. The largest seller was KCM Investment Advisors, cutting an estimated $20.1K.

  • 5 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q4 2013, up from 4 in Q3 2013.
  • Funds reported $3.49M of Bank of America Depository Shares Series E stock for Q4 2013, up 9.2% quarter-over-quarter.
  • 1 fund opened new Bank of America Depository Shares Series E positions in Q4 2013 and 0 closed out, a net change of +1 holder.
  • The largest Bank of America Depository Shares Series E buyer in Q4 2013 was Carroll Financial Associates, an estimated $357K added.
  • The largest Bank of America Depository Shares Series E seller in Q4 2013 was KCM Investment Advisors, an estimated $20.1K sold.

Based on aggregated 13F filings for Q4 2013.