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Bank of America

1,224 hedge funds and large institutions have $87.3B invested in Bank of America in 2013 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 439 increasing their positions, 508 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

100.14% more ownership

Funds ownership: 757.17%857.31% (+100%)

31% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $79.7B → $87.3B (+$7.6B)

3% more funds holding in top 10

Funds holding in top 10: 104107 (+3)

1% more funds holding

Funds holding: 1,2131,224 (+11)

14% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 508

18% less call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.58B

Holders
1,224
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
39.68%
Holding in Top 10
107
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.88%
% of All Funds
3.47%
New
93
Increased
439
Reduced
508
Closed
71
Calls
$2.11B
Puts
$2.58B
Net Calls
-$464M
Net Calls Change
+$909M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
251
Knightsbridge Asset Management
California
$21.3M +$103K +7,211 +0.5%
ECA
252
Endeavour Capital Advisors
Connecticut
$21.1M
SBCM
253
Schwerin Boyle Capital Management
Massachusetts
$21M +$63.1K +4,420 +0.3%
LC
254
Loews Corp
New York
$20.9M +$8.56M +600,000 +66%
Luther King Capital Management (LKCM)
255
Luther King Capital Management (LKCM)
Texas
$20.8M -$3.28K -230 -0%
AII
256
AGF Investments Inc
Ontario, Canada
$20.8M -$2.57M -180,000 -11%
MME
257
Meag Munich Ergo
Germany
$20.6M +$20.7M +1,453,014 +4,366%
BCM
258
Boyle Capital Management
Iowa
$20.3M -$303K -21,202 -1%
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$19.8M +$210K +14,733 +1%
AWCI
260
Alpine Woods Capital Investors
New York
$19.7M -$5.11K -358 -0%
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$19.5M +$921K +64,484 +5%
B
262
Barings
North Carolina
$19.4M +$1.74M +121,700 +9%
OC
263
Oppenheimer & Co
New York
$19.3M +$2.68M +187,753 +15%
TIM
264
Thornburg Investment Management
New Mexico
$18.8M -$755K -52,900 -4%
PFU
265
Parus Finance (UK)
United Kingdom
$18.7M +$4.37M +305,932 +29%
LPL Financial
266
LPL Financial
California
$18.6M -$2.67M -186,998 -13%
FCAM
267
F&C Asset Management
United Kingdom
$18.5M +$117K +8,220 +0.6%
CIBC Asset Management
268
CIBC Asset Management
Ontario, Canada
$18.2M +$2.53M +177,167 +16%
ZAM
269
Zenit Asset Management
Sweden
$18.1M +$18.7M +1,307,200 New
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$18.1M -$1.37M -95,851 -7%
SF
271
Sarofim Fayez
Texas
$17.9M +$18.5M +1,296,553 New
MOACM
272
Mutual of America Capital Management
New York
$17.7M +$11.3K +793 +0.1%
ACI
273
AB CarVal Investors
Minnesota
$17.5M
GPSPJS
274
General Pension Society PZU Joint Stock
Poland
$17.4M
BIC
275
Beach Investment Counsel
Pennsylvania
$17.4M +$2.58M +180,780 +17%

BAC Hedge Fund Activity: Q3 2013 in Review

1,224 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2013, worth a combined $87.3B — up 9.5% from $79.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BAC positions and 71 closed out — a net gain of 22 holders — while 439 added to existing stakes and 508 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $665M. The largest seller was ING Group, cutting an estimated $317M.

  • 1,224 institutional investors held Bank of America (BAC) as of Q3 2013, up from 1,213 in Q2 2013.
  • Funds reported $87.3B of Bank of America stock for Q3 2013, up 9.5% quarter-over-quarter.
  • 93 funds opened new Bank of America positions in Q3 2013 and 71 closed out, a net change of +22 holders.
  • The largest Bank of America buyer in Q3 2013 was Fidelity Investments, an estimated $665M added.
  • The largest Bank of America seller in Q3 2013 was ING Group, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2013.