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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
B
301
BP
United Kingdom
$16.7M
CEP
302
Chicago Equity Partners
Illinois
$16.5M +$6.78M +457,140 +76%
H
303
Hexavest
Quebec, Canada
$16.2M +$15.5M +1,043,272 New
FG
304
FSI Group
Ohio
$16.2M +$9.5M +640,285 +160%
EARNEST Partners
305
EARNEST Partners
Georgia
$16.2M +$15.4M +1,039,507 New
SL
306
Summitry LLC
California
$16.2M +$826K +55,652 +6%
AIA
307
Avalon Investment & Advisory
Texas
$16.1M +$353K +23,814 +2%
GWM
308
Greenwich Wealth Management
Connecticut
$16.1M -$1.43M -96,098 -8%
PA
309
Pinnacle Associates
New York
$15.9M -$324K -21,864 -2%
LCS
310
Levin Capital Strategies
New York
$15.8M -$531K -35,785 -3%
GLA
311
Great Lakes Advisors
Illinois
$15.8M -$471K -31,755 -3%
CC
312
Chubb Corp
New Jersey
$15.6M
CA
313
CapWealth Advisors
Tennessee
$15.3M -$1.12M -75,262 -7%
CAM
314
Capstone Asset Management
Texas
$15.3M -$9.56M -644,366 -40%
Zurich Cantonal Bank
315
Zurich Cantonal Bank
Switzerland
$15M +$620K +41,806 +5%
SAM
316
Securian Asset Management
Minnesota
$15M +$138K +9,318 +1%
AI
317
Analytic Investors
California
$14.8M -$25.5M -1,720,332 -64%
DC
318
Deere & Company
Illinois
$14.7M +$79K +5,326 +0.6%
QBFM
319
QS Batterymarch Financial Management
New York
$14.6M -$303K -20,407 -2%
SCM
320
Stux Capital Management
New York
$14.5M +$313K +21,100 +2%
QIM
321
Quest Investment Management
Oregon
$14.5M -$3.16M -213,357 -19%
LMIM
322
Lockheed Martin Investment Management
Maryland
$14.4M +$3.34M +225,000 +32%
RFC
323
Regions Financial Corp
Alabama
$14.4M +$95.7K +6,448 +0.7%
Nordea Investment Management
324
Nordea Investment Management
Sweden
$14.3M +$914K +61,644 +7%
LCP
325
Lombardia Capital Partners
California
$14.1M +$1.58M +106,790 +13%

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.