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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
PCM
326
Palestra Capital Management
New York
$11.4M +$11.8M +829,200 New
CFB
327
Cullen/Frost Bankers
Texas
$11.4M +$11.2M +782,376 +1,712%
Fidelity International
328
Fidelity International
Bermuda
$11.3M -$1.98M -138,776 -14%
Mirae Asset Global Investments
329
Mirae Asset Global Investments
South Korea
$11.2M -$1.09M -76,494 -9%
CIM
330
Contravisory Investment Management
Massachusetts
$11.1M +$127K +8,866 +1%
LCP
331
Lombardia Capital Partners
California
$11.1M +$708K +49,609 +7%
WCP
332
Welch Capital Partners
New York
$11M -$1.77M -123,990 -13%
GPCM
333
Greenbrier Partners Capital Management
Texas
$11M
EWM
334
Endurance Wealth Management
Rhode Island
$11M -$305K -21,375 -3%
CP
335
Cumberland Partners
Ontario, Canada
$11M -$200K -14,000 -2%
HighTower Advisors
336
HighTower Advisors
Illinois
$10.9M +$126K +8,802 +1%
QAM
337
QCI Asset Management
New York
$10.9M -$1.36M -95,012 -11%
RC
338
RBF Capital
California
$10.5M
JMPWA
339
JP Morgan Private Wealth Advisors
California
$10.3M +$889K +62,292 +9%
KB
340
Kimelman & Baird
New York
$10.2M +$74.2K +5,200 +0.7%
HK
341
Horizon Kinetics
New York
$10.2M +$52.8K +3,700 +0.5%
WIM
342
Waverton Investment Management
United Kingdom
$10.2M +$9.97M +698,278 +1,694%
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$10.2M +$7.41M +518,853 +237%
JCM
344
Jag Capital Management
Missouri
$10.2M +$379K +26,549 +4%
GIM
345
Grassi Investment Management
California
$10.1M -$51.2K -3,590 -0.5%
TAM
346
Toscafund Asset Management
United Kingdom
$10.1M +$19.7M +1,382,270 New
BCMNY
347
Buckingham Capital Management (New York)
New York
$10.1M +$32.8K +2,300 +0.3%
SLI
348
Sumitomo Life Insurance
Japan
$9.93M -$375K -26,265 -4%
SCA
349
Stieven Capital Advisors
Missouri
$9.91M +$1.43K +100 +0%
GF
350
Gabelli Funds
New York
$9.82M

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.