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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
LPL Financial
276
LPL Financial
California
$20.5M +$320K +21,566 +2%
GJL
277
Gendell Jeffrey L
$20.2M -$12.6M -850,900 -40%
O
278
OppenheimerFunds
New York
$19.9M -$63.7M -4,295,083 -77%
CIBC Asset Management
279
CIBC Asset Management
Ontario, Canada
$19.8M -$715K -48,186 -4%
BCM
280
Bluefin Capital Management
New York
$19.8M +$1.2M +80,954 +7%
MOACM
281
Mutual of America Capital Management
New York
$19.6M -$391K -26,372 -2%
AII
282
AGF Investments Inc
Ontario, Canada
$18.9M -$4.38M -295,025 -20%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$18.8M -$1.49M -100,550 -8%
ST
284
Spot Trading
Illinois
$18.8M +$11.4M +766,664 +175%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$18.5M +$1.63M +109,699 +10%
MAM
286
Majedie Asset Management
United Kingdom
$18.5M +$17.6M +1,186,213 New
Fayez Sarofim & Co
287
Fayez Sarofim & Co
Texas
$18.4M +$17.5M +1,182,518 New
KA
288
KLCM Advisors
Wisconsin
$18.3M +$316K +21,287 +2%
Hudson Bay Capital Management
289
Hudson Bay Capital Management
Connecticut
$18.3M -$15.1M -1,016,856 -46%
Mirae Asset Global Investments
290
Mirae Asset Global Investments
South Korea
$17.9M +$5.04M +339,846 +42%
BCM
291
Bridgeway Capital Management
Texas
$17.9M -$794K -53,530 -4%
CCM
292
Contrarian Capital Management
Connecticut
$17.8M -$11.1M -750,473 -40%
CPM
293
Chesapeake Partners Management
Maryland
$17.7M -$742K -50,000 -4%
PRCM
294
Pine River Capital Management
Minnesota
$17.6M -$17M -1,143,632 -50%
AAM
295
Aberdeen Asset Management
United Kingdom
$17.5M
HPC
296
HM Payson & Co
Maine
$17.4M -$229K -15,412 -1%
VKH
297
Virtu KCG Holdings
New York
$17.4M +$6.27M +422,731 +61%
WBC
298
Westpac Banking Corp
Australia
$17.3M -$26M -1,753,192 -61%
IC
299
Inverness Counsel
New York
$17.2M +$879K +59,262 +6%
RO
300
Reservoir Operations
New York
$17.1M +$16.3M +1,095,639 New

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.