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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
GLRA
451
Gerald L. Ray & Associates
Texas
$6.12M -$83.8K -5,394 -1%
RC
452
Roundview Capital
New Jersey
$6.1M +$450K +28,954 +8%
NIM
453
Northeast Investment Management
Massachusetts
$6.08M -$1.55M -99,528 -20%
FBB
454
Fulton Breakefield Broenniman
Maryland
$6M +$132K +8,511 +2%
BBHC
455
Brown Brothers Harriman & Co
New York
$5.92M -$342 -22 -0%
MA
456
Menlo Advisors
California
$5.91M +$563K +36,239 +10%
PPCM
457
Pillar Pacific Capital Management
California
$5.83M +$369K +23,764 +7%
AI
458
Analytic Investors
California
$5.83M -$10.1M -653,209 -63%
ACM
459
Apex Capital Management
Ohio
$5.81M -$205K -13,218 -3%
SFG
460
Sather Financial Group
Texas
$5.81M +$471K +30,300 +9%
BP
461
Banyan Partners
Florida
$5.78M +$163K +10,465 +3%
CB
462
Commerce Bank
Missouri
$5.75M +$111K +7,176 +2%
CI
463
Conning Inc
Connecticut
$5.71M -$670K -43,137 -10%
KRSITF
464
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.69M +$91.9K +5,917 +2%
HCP
465
Holt Capital Partners
Texas
$5.66M
CIBC World Market
466
CIBC World Market
Ontario, Canada
$5.65M -$3.4M -218,653 -37%
MWR
467
McAdams Wright Ragen
Washington
$5.61M +$1.26M +80,822 +28%
MERSOM
468
Municipal Employees' Retirement System of Michigan
Michigan
$5.59M
TU
469
TDAM USA
Ontario, Canada
$5.54M +$221K +14,216 +4%
DCC
470
Dow Chemical Company
Michigan
$5.53M -$1.32M -85,000 -19%
AIP
471
Ameritas Investment Partners
Nebraska
$5.53M -$39.7K -2,558 -0.7%
SIG
472
Schaller Investment Group
North Carolina
$5.53M
Truist Financial
473
Truist Financial
North Carolina
$5.53M -$302K -19,435 -5%
TCM
474
Twin Capital Management
Pennsylvania
$5.47M -$3.46M -222,790 -39%
SGDR
475
SPX Gestao de Recursos
Brazil
$5.44M +$2.84M +183,000 +107%

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.