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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$841M -$67M -4,696,038 -7%
Ameriprise
27
Ameriprise
Minnesota
$841M -$53.9M -3,773,601 -6%
TCIM
28
TIAA CREF Investment Management
New York
$816M -$44.7M -3,128,256 -5%
CG
29
Carmignac Gestion
France
$810M -$10.2M -714,938 -1%
Legal & General Group
30
Legal & General Group
United Kingdom
$746M +$2.03M +141,979 +0.3%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$733M +$662M +46,375,007 +690%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$707M +$46.8M +3,279,772 +7%
Invesco
33
Invesco
Georgia
$687M -$7.12M -498,645 -1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$663M -$20.2M -1,415,975 -3%
Viking Global Investors
35
Viking Global Investors
Connecticut
$620M +$641M +44,900,440 New
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$612M -$84.5M -5,920,908 -12%
Morgan Stanley
37
Morgan Stanley
New York
$608M +$113M +7,920,160 +22%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$584M +$3.06M +214,398 +0.5%
Fisher Asset Management
39
Fisher Asset Management
Washington
$546M +$254M +17,778,850 +82%
Nomura Holdings
40
Nomura Holdings
Japan
$512M -$728K -50,984 -0.1%
BA
41
BlackRock Advisors
Delaware
$499M -$65.7M -4,600,325 -11%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$489M -$15.4M -1,076,543 -3%
UBS AM
43
UBS AM
Illinois
$467M +$3.21M +225,116 +0.7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$462M -$4.61M -322,977 -1%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$433M -$3.32M -232,762 -0.7%
MB
46
Mizuho Bank
Japan
$431M
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$430M +$291M +20,370,700 +189%
U
48
UBS
Switzerland
$398M +$87.4M +6,124,767 +27%
Charles Schwab
49
Charles Schwab
California
$388M +$4.32M +302,792 +1%
Bank of America
50
Bank of America
North Carolina
$387M -$33.7M -2,360,477 -8%

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.