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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
DSA
301
Davis Selected Advisers
Arizona
$13.9M -$1.9M -132,820 -12%
Federated Hermes
302
Federated Hermes
Pennsylvania
$13.8M -$1.41M -98,723 -9%
CC
303
Chubb Corp
New Jersey
$13.8M
MCM
304
Masters Capital Management
Georgia
$13.8M +$14.3M +1,000,000 New
SL
305
Summitry LLC
California
$13.6M +$1.33M +93,057 +10%
PFC
306
Phocas Financial Corp
California
$13.5M +$2.75M +192,858 +25%
QBFM
307
QS Batterymarch Financial Management
New York
$13.2M +$522K +36,546 +4%
SAM
308
Securian Asset Management
Minnesota
$13.1M +$155K +10,876 +1%
DC
309
Deere & Company
Illinois
$13M +$42.1K +2,952 +0.3%
SC
310
Sculptor Capital
New York
$12.9M +$2.76M +193,410 +26%
Zurich Cantonal Bank
311
Zurich Cantonal Bank
Switzerland
$12.7M +$872K +61,073 +7%
JC
312
JBF Capital
Colorado
$12.7M
RFC
313
Regions Financial Corp
Alabama
$12.7M -$88.5K -6,203 -0.7%
WCM
314
Wedge Capital Management
North Carolina
$12.6M -$2.09M -146,725 -14%
SCM
315
Stux Capital Management
New York
$12.5M -$2.24M -157,100 -15%
BIA
316
Biondo Investment Advisors
Pennsylvania
$12.4M -$316K -22,155 -2%
KRS
317
Kentucky Retirement Systems
Kentucky
$12.3M +$12.7M +892,351 New
AMI
318
Amica Mutual Insurance
Rhode Island
$12.2M
V
319
Veritable
Delaware
$11.9M +$642K +44,992 +6%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$11.8M +$268K +18,795 +2%
UAM
321
UAS Asset Management
New York
$11.7M -$542K -37,975 -4%
AFG
322
American Financial Group
Ohio
$11.6M -$999K -70,000 -8%
TMAM
323
Tokio Marine Asset Management
Japan
$11.5M -$713K -49,973 -6%
ICM
324
ICC Capital Management
Florida
$11.5M -$575K -40,310 -5%
PAM
325
Private Asset Management
California
$11.5M -$538K -37,675 -4%

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.