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Bank of America

1,331 hedge funds and large institutions have $97.5B invested in Bank of America in 2014 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 499 increasing their positions, 571 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

112.34% more ownership

Funds ownership: 1,115.72%1,228.07% (+112%)

1% less funds holding

Funds holding: 1,3401,331 (-9)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

10% less capital invested

Capital invested by funds: $108B → $97.5B (-$10.8B)

13% less repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 571

20% less funds holding in top 10

Funds holding in top 10: 146117 (-29)

33% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $2.68B

Holders
1,331
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
38.26%
Holding in Top 10
117
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-19.86%
% of All Funds
3.36%
New
92
Increased
499
Reduced
571
Closed
93
Calls
$1.8B
Puts
$2.68B
Net Calls
-$887M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
276
Ferguson Wellman Capital Management
Oregon
$18.9M +$195K +12,580 +1%
MOACM
277
Mutual of America Capital Management
New York
$18.8M -$538K -34,663 -3%
SCM
278
Snow Capital Management
Pennsylvania
$18.8M +$4.58M +294,990 +32%
QBFM
279
QS Batterymarch Financial Management
New York
$18.6M -$368K -23,698 -2%
FTIOP
280
Fiduciary Trust International of Pennsylvania
Pennsylvania
$17.6M +$4.34M +279,190 +32%
Lazard Asset Management
281
Lazard Asset Management
New York
$17.6M -$156M -10,045,146 -90%
DRZID
282
DePrince Race & Zollo Inc (DRZ)
Florida
$17.3M +$2.62M +168,700 +18%
HighTower Advisors
283
HighTower Advisors
Illinois
$17.3M -$116K -7,496 -0.7%
B
284
BP
United Kingdom
$17.3M
JMPWA
285
JP Morgan Private Wealth Advisors
California
$17.2M +$1.98M +127,562 +13%
Fayez Sarofim & Co
286
Fayez Sarofim & Co
Texas
$17.1M -$840K -54,063 -5%
RO
287
Reservoir Operations
New York
$16.8M
NG
288
NatWest Group
United Kingdom
$16.4M -$402K -25,871 -2%
H
289
Hexavest
Quebec, Canada
$16.4M +$317K +20,427 +2%
KeyBank National Association
290
KeyBank National Association
Ohio
$16.2M +$2.05M +131,812 +14%
PG
291
PEAK6 Group
Illinois
$16M +$8.96M +577,184 +124%
AII
292
AGF Investments Inc
Ontario, Canada
$16M -$916K -59,000 -5%
GLA
293
Great Lakes Advisors
Illinois
$15.8M +$407K +26,200 +3%
CCA
294
Castle Creek Arbitrage
Colorado
$15.6M -$1.59M -102,460 -9%
LCS
295
Levin Capital Strategies
New York
$15.5M -$60.4K -3,890 -0.4%
MCM
296
Masters Capital Management
Georgia
$15.4M +$15.5M +1,000,000 New
TCM
297
Tegean Capital Management
New York
$15.4M +$15.5M +1,000,000 New
OC
298
Oppenheimer & Co
New York
$14.8M -$7.31M -470,522 -33%
EARNEST Partners
299
EARNEST Partners
Georgia
$14.8M -$61.4K -3,955 -0.4%
CC
300
Curian Capital
Colorado
$14.7M +$2.95M +189,749 +25%

BAC Hedge Fund Activity: Q2 2014 in Review

1,331 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2014, worth a combined $97.5B — down 10% from $108B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of BAC and 92 opened new positions — a net loss of 1 holder — while 571 trimmed existing stakes and 499 added.

The largest buyer was Norges Bank, adding an estimated $1.29B. The largest seller was Fidelity Investments, cutting an estimated $559M.

  • 1,331 institutional investors held Bank of America (BAC) as of Q2 2014, down from 1,340 in Q1 2014.
  • Funds reported $97.5B of Bank of America stock for Q2 2014, down 10% quarter-over-quarter.
  • 92 funds opened new Bank of America positions in Q2 2014 and 93 closed out, a net change of -1 holder.
  • The largest Bank of America buyer in Q2 2014 was Norges Bank, an estimated $1.29B added.
  • The largest Bank of America seller in Q2 2014 was Fidelity Investments, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2014.