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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
Millennium Management
401
Millennium Management
New York
$6.69M -$28M -1,961,926 -80%
BUB
402
BBVA USA Bancshares
Texas
$6.67M +$484K +33,904 +8%
DCC
403
Dow Chemical Company
Michigan
$6.62M
MC
404
MSF Capital
New York
$6.56M +$6.78M +475,277 New
MSL
405
Mackay Shields LLC
New York
$6.46M +$6.68M +467,980 New
Acadian Asset Management
406
Acadian Asset Management
Massachusetts
$6.42M +$5.73M +401,488 +631%
Parallax Volatility Advisers
407
Parallax Volatility Advisers
California
$6.36M -$28.8M -2,015,958 -81%
AIM
408
abrdn Investment Management
United Kingdom
$6.35M +$6.57M +460,470 New
WF
409
Welch & Forbes
Massachusetts
$6.34M +$162K +11,382 +3%
FSA
410
Financial Sense Advisors
California
$6.31M -$136K -9,497 -2%
NIM
411
Northeast Investment Management
Massachusetts
$6.26M +$1.81M +126,606 +39%
Creative Planning
412
Creative Planning
Kansas
$6.2M +$686K +48,067 +12%
GLAM
413
Gardner Lewis Asset Management
Pennsylvania
$6.2M -$163K -11,435 -2%
GIM
414
Gyrus Investment Management
Ontario, Canada
$6.19M +$7.82K +548 +0.1%
GCP
415
GSA Capital Partners
United Kingdom
$6.17M +$4.15M +290,504 +186%
RI
416
Redwood Investments
Massachusetts
$6.12M -$1.44M -100,703 -19%
FBA
417
Front Barnett Associates
Illinois
$6.06M +$83.2K +5,831 +1%
ST
418
Spot Trading
Illinois
$6.05M +$4.53M +316,995 +261%
DnB Asset Management
419
DnB Asset Management
Norway
$6.02M +$37.1K +2,600 +0.6%
ClearBridge Investments
420
ClearBridge Investments
New York
$6M -$1.76M -123,513 -22%
OA
421
Oxbow Advisors
Texas
$5.97M -$283K -19,823 -4%
KeyBank National Association
422
KeyBank National Association
Ohio
$5.82M -$3.02M -211,431 -33%
CFG
423
Cambridge Financial Group
Ohio
$5.74M -$417K -29,188 -7%
LTFS
424
Ladenburg Thalmann Financial Services
Florida
$5.73M -$491K -34,408 -8%
KJHP
425
K.J. Harrison & Partners
Ontario, Canada
$5.73M -$277K -19,400 -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.