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Bank of America

1,329 hedge funds and large institutions have $99.1B invested in Bank of America in 2013 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 418 increasing their positions, 557 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 73

13% more capital invested

Capital invested by funds: $87.3B → $99.1B (+$11.7B)

11% more funds holding in top 10

Funds holding in top 10: 107119 (+12)

9% more funds holding

Funds holding: 1,2241,329 (+105)

1.35% more ownership

Funds ownership: 857.31%858.66% (+1.3%)

6% less call options, than puts

Call options by funds: $2.38B | Put options by funds: $2.52B

25% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 557

Holders
1,329
Holders Change
+105
Holders Change %
+8.58%
% of All Funds
38.58%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
3.45%
New
192
Increased
418
Reduced
557
Closed
73
Calls
$2.38B
Puts
$2.52B
Net Calls
-$139M
Net Calls Change
+$325M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
251
Thornburg Investment Management
New Mexico
$25.7M +$4.24M +285,500 +21%
GH
252
GAM Holding
Switzerland
$25.2M -$1.54M -104,148 -6%
AIA
253
Affinity Investment Advisors
California
$25M -$1.21M -81,406 -5%
BCM
254
Boyle Capital Management
Iowa
$24.8M +$1.76M +118,768 +8%
Commonwealth Equity Services
255
Commonwealth Equity Services
Massachusetts
$24.7M +$2.65M +178,805 +13%
Calamos Advisors
256
Calamos Advisors
Illinois
$24.2M
RCM
257
Redwood Capital Management
New York
$24.1M
Capital Fund Management (CFM)
258
Capital Fund Management (CFM)
France
$24.1M +$22.9M +1,546,522 New
GCM
259
Graham Capital Management
Connecticut
$23.9M +$5.27M +355,000 +30%
MCM
260
Moore Capital Management
New York
$23.9M -$41.6M -2,802,094 -65%
MCM
261
Masters Capital Management
Georgia
$23.5M +$7.51M +506,248 +51%
Luther King Capital Management (LKCM)
262
Luther King Capital Management (LKCM)
Texas
$23.4M -$64K -4,315 -0.3%
SBCM
263
Schwerin Boyle Capital Management
Massachusetts
$23.3M -$325K -21,941 -1%
Federated Hermes
264
Federated Hermes
Pennsylvania
$23.3M +$7.34M +494,999 +49%
OC
265
Oppenheimer & Co
New York
$22.3M +$520K +35,061 +3%
IGIM
266
I.G. Investment Management
Manitoba, Canada
$22.3M -$2.09M -140,785 -9%
Janus Henderson Group
267
Janus Henderson Group
United Kingdom
$22.2M -$66.8K -4,500 -0.3%
ZAM
268
Zenit Asset Management
Sweden
$22M +$1.56M +105,000 +8%
KAM
269
Knightsbridge Asset Management
California
$21.9M -$2M -134,540 -9%
AWCI
270
Alpine Woods Capital Investors
New York
$21.8M -$456K -30,714 -2%
FCAM
271
F&C Asset Management
United Kingdom
$21.8M +$804K +54,220 +4%
UOC
272
UBS O'Connor
Illinois
$21.7M +$20.7M +1,395,730 New
ARC
273
Absolute Return Capital
Massachusetts
$21.7M +$16.7M +1,123,428 +418%
ERM
274
Elm Ridge Management
New York
$21.3M -$4.14M -278,826 -17%
FAM
275
Fred Alger Management
New York
$21.1M -$40.5M -2,727,603 -67%

BAC Hedge Fund Activity: Q4 2013 in Review

1,329 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2013, worth a combined $99.1B — up 13% from $87.3B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new BAC positions and 73 closed out — a net gain of 119 holders — while 418 added to existing stakes and 557 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $631M. The largest seller was JP Morgan Chase, cutting an estimated $414M.

  • 1,329 institutional investors held Bank of America (BAC) as of Q4 2013, up from 1,224 in Q3 2013.
  • Funds reported $99.1B of Bank of America stock for Q4 2013, up 13% quarter-over-quarter.
  • 192 funds opened new Bank of America positions in Q4 2013 and 73 closed out, a net change of +119 holders.
  • The largest Bank of America buyer in Q4 2013 was Institutional Capital, an estimated $631M added.
  • The largest Bank of America seller in Q4 2013 was JP Morgan Chase, an estimated $414M sold.

Based on aggregated 13F filings for Q4 2013.