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Bank of America

1,329 hedge funds and large institutions have $99.1B invested in Bank of America in 2013 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 418 increasing their positions, 557 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 73

13% more capital invested

Capital invested by funds: $87.3B → $99.1B (+$11.7B)

11% more funds holding in top 10

Funds holding in top 10: 107119 (+12)

9% more funds holding

Funds holding: 1,2241,329 (+105)

1.35% more ownership

Funds ownership: 857.31%858.66% (+1.3%)

6% less call options, than puts

Call options by funds: $2.38B | Put options by funds: $2.52B

25% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 557

Holders
1,329
Holders Change
+105
Holders Change %
+8.58%
% of All Funds
38.58%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
3.45%
New
192
Increased
418
Reduced
557
Closed
73
Calls
$2.38B
Puts
$2.52B
Net Calls
-$139M
Net Calls Change
+$325M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$829M -$135M -9,083,446 -15%
Invesco
27
Invesco
Georgia
$823M +$45.6M +3,072,741 +6%
Legal & General Group
28
Legal & General Group
United Kingdom
$822M -$18.4M -1,239,948 -2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$788M +$37.8M +2,547,776 +5%
TCIM
30
TIAA CREF Investment Management
New York
$742M -$170M -11,450,511 -19%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$721M -$72.4M -4,882,648 -10%
Morgan Stanley
32
Morgan Stanley
New York
$721M +$32.5M +2,193,382 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$712M -$269M -18,152,821 -28%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$680M -$140M -9,404,127 -18%
IC
35
Institutional Capital
Illinois
$662M +$631M +42,514,244 New
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$639M -$19.6M -1,321,033 -3%
Fisher Asset Management
37
Fisher Asset Management
Washington
$624M +$7.58M +510,804 +1%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$616M +$87.6M +5,906,512 +18%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$597M +$107M +7,213,600 +23%
Nomura Holdings
40
Nomura Holdings
Japan
$552M -$19.8M -1,334,830 -4%
Viking Global Investors
41
Viking Global Investors
Connecticut
$535M -$156M -10,507,504 -23%
UBS AM
42
UBS AM
Illinois
$533M +$6.28M +423,071 +1%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$522M +$327M +22,018,413 +191%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$521M -$29.1M -1,963,080 -6%
Ameriprise
45
Ameriprise
Minnesota
$514M -$414M -27,908,997 -46%
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$493M -$188M -12,698,045 -29%
MB
47
Mizuho Bank
Japan
$487M
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$455M -$30.6M -2,063,255 -7%
U
49
UBS
Switzerland
$451M +$2.58M +174,054 +0.6%
BA
50
BlackRock Advisors
Delaware
$439M -$118M -7,946,992 -22%

BAC Hedge Fund Activity: Q4 2013 in Review

1,329 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2013, worth a combined $99.1B — up 13% from $87.3B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new BAC positions and 73 closed out — a net gain of 119 holders — while 418 added to existing stakes and 557 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $631M. The largest seller was JP Morgan Chase, cutting an estimated $414M.

  • 1,329 institutional investors held Bank of America (BAC) as of Q4 2013, up from 1,224 in Q3 2013.
  • Funds reported $99.1B of Bank of America stock for Q4 2013, up 13% quarter-over-quarter.
  • 192 funds opened new Bank of America positions in Q4 2013 and 73 closed out, a net change of +119 holders.
  • The largest Bank of America buyer in Q4 2013 was Institutional Capital, an estimated $631M added.
  • The largest Bank of America seller in Q4 2013 was JP Morgan Chase, an estimated $414M sold.

Based on aggregated 13F filings for Q4 2013.