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Bank of America

1,331 hedge funds and large institutions have $97.5B invested in Bank of America in 2014 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 499 increasing their positions, 571 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

112.34% more ownership

Funds ownership: 1,115.72%1,228.07% (+112%)

1% less funds holding

Funds holding: 1,3401,331 (-9)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

10% less capital invested

Capital invested by funds: $108B → $97.5B (-$10.8B)

13% less repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 571

20% less funds holding in top 10

Funds holding in top 10: 146117 (-29)

33% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $2.68B

Holders
1,331
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
38.26%
Holding in Top 10
117
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-19.86%
% of All Funds
3.36%
New
92
Increased
499
Reduced
571
Closed
93
Calls
$1.8B
Puts
$2.68B
Net Calls
-$887M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
426
Neuberger Berman Group
New York
$7M -$1.03M -66,394 -13%
CFB
427
Cullen/Frost Bankers
Texas
$6.99M -$346K -22,288 -5%
GMIM
428
General Motors Investment Management
New York
$6.96M +$49.4K +3,182 +0.7%
MSL
429
Mackay Shields LLC
New York
$6.92M +$6.99M +450,000 New
AIM
430
abrdn Investment Management
United Kingdom
$6.86M -$330K -21,221 -5%
AHB
431
Abner Herrman & Brock
New Jersey
$6.83M +$330K +21,254 +5%
SIP
432
Stoneridge Investment Partners
Pennsylvania
$6.8M -$156K -10,025 -2%
GLAM
433
Gardner Lewis Asset Management
Pennsylvania
$6.8M -$46.7K -3,010 -0.7%
FBA
434
Front Barnett Associates
Illinois
$6.79M +$18.2K +1,170 +0.3%
LTFS
435
Ladenburg Thalmann Financial Services
Florida
$6.78M -$636K -40,980 -9%
BCM
436
BlueMar Capital Management
Florida
$6.76M +$6.83M +439,700 New
RCG
437
Ruane, Cunniff & Goldfarb
New York
$6.74M +$6.54M +420,815 +2,414%
APFBOT
438
Amica Pension Fund Board of Trustees
Rhode Island
$6.71M
SC
439
Sculptor Capital
New York
$6.67M
GIM
440
Gyrus Investment Management
Ontario, Canada
$6.49M -$28K -1,800 -0.4%
DL
441
Delta Lloyd
Netherlands
$6.47M -$14.3M -917,553 -69%
BF
442
BOK Financial
Oklahoma
$6.45M -$586K -37,710 -8%
Macquarie Group
443
Macquarie Group
Australia
$6.39M -$1.22M -78,648 -16%
LC
444
Lakeshore Capital
Alabama
$6.27M +$973K +62,657 +18%
CA
445
Continental Advisors
Utah
$6.24M +$2.41M +155,200 +62%
WAM
446
Wood Asset Management
Florida
$6.22M +$2.48M +159,415 +65%
HRC
447
Hoertkorn Richard Charles
$6.21M +$625K +40,266 +11%
BUB
448
BBVA USA Bancshares
Texas
$6.16M +$28.3K +1,820 +0.5%
WIM
449
Waverton Investment Management
United Kingdom
$6.13M -$7.3M -469,796 -54%
SIC
450
Salem Investment Counselors
North Carolina
$6.13M -$37.9K -2,439 -0.6%

BAC Hedge Fund Activity: Q2 2014 in Review

1,331 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2014, worth a combined $97.5B — down 10% from $108B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of BAC and 92 opened new positions — a net loss of 1 holder — while 571 trimmed existing stakes and 499 added.

The largest buyer was Norges Bank, adding an estimated $1.29B. The largest seller was Fidelity Investments, cutting an estimated $559M.

  • 1,331 institutional investors held Bank of America (BAC) as of Q2 2014, down from 1,340 in Q1 2014.
  • Funds reported $97.5B of Bank of America stock for Q2 2014, down 10% quarter-over-quarter.
  • 92 funds opened new Bank of America positions in Q2 2014 and 93 closed out, a net change of -1 holder.
  • The largest Bank of America buyer in Q2 2014 was Norges Bank, an estimated $1.29B added.
  • The largest Bank of America seller in Q2 2014 was Fidelity Investments, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2014.