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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
AMI
326
Amica Mutual Insurance
Rhode Island
$13.7M
AAA
327
Alpine Associates Advisors
New Jersey
$13.7M +$13.1M +881,700 New
KRS
328
Kentucky Retirement Systems
Kentucky
$13.7M -$174K -11,739 -1%
HighTower Advisors
329
HighTower Advisors
Illinois
$13.5M +$1.09M +73,378 +9%
PFC
330
Phocas Financial Corp
California
$13.4M -$1.73M -116,784 -12%
LSERS
331
Louisiana State Employees Retirement System
Louisiana
$13.4M +$12.7M +858,900 New
BIA
332
Biondo Investment Advisors
Pennsylvania
$13.3M -$644K -43,417 -5%
B
333
Barings
North Carolina
$13.1M -$8.38M -564,900 -40%
SCM
334
Snow Capital Management
Pennsylvania
$13M +$2.44M +164,610 +24%
UAM
335
UAS Asset Management
New York
$13M -$139K -9,355 -1%
DRZID
336
DePrince Race & Zollo Inc (DRZ)
Florida
$13M +$3.13M +210,900 +34%
PAM
337
Private Asset Management
California
$12.7M -$184K -12,434 -1%
DSA
338
Davis Selected Advisers
Arizona
$12.6M -$2.89M -194,770 -19%
CP
339
Cumberland Partners
Ontario, Canada
$12.5M +$163K +11,000 +1%
Fidelity International
340
Fidelity International
Bermuda
$12.5M -$295K -19,859 -2%
WCP
341
Welch Capital Partners
New York
$12.5M +$5.04K +340 +0%
CIM
342
Contravisory Investment Management
Massachusetts
$12.5M -$54.5K -3,673 -0.5%
GPCM
343
Greenbrier Partners Capital Management
Texas
$12.5M
GA
344
GFS Advisors
Texas
$12.3M +$1.27M +85,420 +12%
JMPWA
345
JP Morgan Private Wealth Advisors
California
$12.2M +$552K +37,199 +5%
ICM
346
ICC Capital Management
Florida
$12.2M -$752K -50,721 -6%
QAM
347
QCI Asset Management
New York
$12.1M -$178K -11,973 -2%
GIM
348
Grassi Investment Management
California
$12M +$587K +39,552 +5%
TMAM
349
Tokio Marine Asset Management
Japan
$11.9M -$1.08M -72,556 -9%
RC
350
RBF Capital
California
$11.8M

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.