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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
AWA
351
Arete Wealth Advisors
Illinois
$11.8M +$11.2M +757,680 New
SM
352
Seminole Management
New York
$11.7M +$11.1M +750,600 New
JC
353
JBF Capital
Colorado
$11.7M -$2.52M -170,000 -19%
WCM
354
Wedge Capital Management
North Carolina
$11.6M -$2.45M -165,466 -18%
AFG
355
American Financial Group
Ohio
$11.5M -$1.48M -100,000 -12%
HK
356
Horizon Kinetics
New York
$11.5M -$4.45K -300 -0%
KB
357
Kimelman & Baird
New York
$11.3M -$191K -12,900 -2%
SCA
358
Stieven Capital Advisors
Missouri
$11.2M +$5.93K +400 +0.1%
FTIOP
359
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11.1M +$6.29M +424,250 +146%
GF
360
Gabelli Funds
New York
$11.1M
AC
361
Amici Capital
New York
$11M
CIM
362
Calvert Investment Management
Maryland
$11M +$1.37M +92,105 +15%
BNP Paribas Asset Management
363
BNP Paribas Asset Management
France
$11M -$7.05M -475,573 -40%
GPSPJS
364
General Pension Society PZU Joint Stock
Poland
$10.9M -$8.31M -560,000 -44%
Cambridge Investment Research Advisors
365
Cambridge Investment Research Advisors
Iowa
$10.9M +$183K +12,308 +2%
GI
366
GLG Inc
New York
$10.7M -$6.36M -428,455 -38%
EWM
367
Endurance Wealth Management
Rhode Island
$10.7M -$1.66M -111,992 -14%
DI
368
Dalton Investments
Nevada
$10.7M
Daiwa Securities Group
369
Daiwa Securities Group
Japan
$10.7M +$2.37M +159,700 +30%
DCMA
370
Daiwa Capital Markets America
New York
$10.7M +$10.2M +685,014 New
ZDA
371
Zweig-DiMenna Associates
New York
$10.7M
BCMNY
372
Buckingham Capital Management (New York)
New York
$10.6M -$684K -46,140 -6%
SLI
373
Sumitomo Life Insurance
Japan
$10.6M -$561K -37,791 -5%
WIM
374
Waverton Investment Management
United Kingdom
$10.6M -$895K -60,303 -8%
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
$10.4M -$1.02M -69,005 -9%

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.