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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
ERIM
426
Eagle Ridge Investment Management
Connecticut
$5.71M -$71.4K -5,001 -1%
BWP
427
Baldwin Wealth Partners
Massachusetts
$5.7M +$774K +54,202 +15%
SIG
428
Schaller Investment Group
North Carolina
$5.66M
KA
429
Kerrisdale Advisers
Florida
$5.65M -$3.49M -244,243 -37%
MAM
430
Mizuho Asset Management
Japan
$5.58M -$2.5M -175,175 -30%
OMCS
431
Old Mutual Customised Solutions
South Africa
$5.55M +$375K +26,300 +7%
GLRA
432
Gerald L. Ray & Associates
Texas
$5.55M +$119K +8,346 +2%
SIC
433
Salem Investment Counselors
North Carolina
$5.54M +$9.82K +688 +0.2%
MUS
434
Mitsubishi UFJ Securities
Japan
$5.52M -$2.85M -200,000 -33%
FG
435
FSI Group
Ohio
$5.52M +$5.71M +400,000 New
IT
436
Investors Trust
Texas
$5.37M -$2.37K -166 -0%
1IC
437
1919 Investment Counsel
Maryland
$5.34M -$253K -17,738 -4%
Natixis Advisors
438
Natixis Advisors
Massachusetts
$5.34M +$589K +41,290 +12%
BBHC
439
Brown Brothers Harriman & Co
New York
$5.34M -$58.2K -4,076 -1%
LM
440
Lincluden Management
Ontario, Canada
$5.32M -$228K -16,005 -4%
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.28M +$5.46M +382,753 New
GIP
442
Greatmark Investment Partners
Georgia
$5.27M +$79.6K +5,575 +1%
PG
443
PEAK6 Group
Illinois
$5.26M +$5.15M +360,848 +90%
SIC
444
Starr International Company
Switzerland
$5.24M
RIL
445
Rothschild Investment LLC
Illinois
$5.21M -$86K -6,025 -2%
TH
446
Timber Hill
Connecticut
$5.21M +$426K +29,864 +9%
EC
447
Everest Capital
Florida
$5.09M -$9.22M -646,100 -64%
SNC
448
Stifel Nicolaus & Co
Missouri
$5.08M -$107K -7,524 -2%
LI
449
LMCG Investments
Massachusetts
$5M -$81.3K -5,693 -2%
MERSOM
450
Municipal Employees' Retirement System of Michigan
Michigan
$4.98M +$5.15M +360,600 New

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.