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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
PSI
476
Pinnacle Summer Investments
Virginia
$4.41M +$353K +24,762 +8%
William Blair & Company
477
William Blair & Company
Illinois
$4.4M -$1.27M -89,238 -22%
SC
478
Scotia Capital
Ontario, Canada
$4.38M -$263K -18,443 -5%
FDCC
479
Foster Dykema Cabot & Co
Massachusetts
$4.37M -$5.07K -355 -0.1%
BII
480
Bainco International Investors
Massachusetts
$4.33M +$193K +13,500 +4%
PWPCM
481
Perella Weinberg Partners Capital Management
New York
$4.28M +$4.43M +310,000 New
WAM
482
Wood Asset Management
Florida
$4.28M -$385K -26,967 -8%
LC
483
Lakeshore Capital
Alabama
$4.19M +$10.6K +746 +0.2%
Rafferty Asset Management
484
Rafferty Asset Management
New York
$4.18M -$2.03M -142,313 -32%
PP
485
Palladium Partners
Virginia
$4.17M +$185K +12,972 +4%
JAFL
486
Jay A. Fishman Ltd
Michigan
$4.16M +$938K +65,700 +28%
CGI
487
CI Global Investments
California
$4.14M -$5.71M -400,020 -57%
SF
488
Synovus Financial
Georgia
$4.13M +$43.8K +3,066 +1%
KCA
489
KR Capital Advisors
New York
$4.11M +$207K +14,485 +5%
MYLI
490
Meiji Yasuda Life Insurance
Japan
$4.1M -$193K -13,527 -4%
ECM
491
Estabrook Capital Management
New York
$4.05M +$41.4K +2,900 +1%
BSPF
492
British Steel Pension Fund
United Kingdom
$4.05M -$265K -18,587 -6%
KFC
493
Klingenstein Fields & Co
New York
$4.03M +$104K +7,300 +3%
WPC
494
Waters Parkerson & Co
Louisiana
$4.02M -$33.7K -2,360 -0.8%
HAI
495
Hennessy Advisors Inc
California
$4.02M +$528K +37,000 +15%
AAM
496
Auxier Asset Management
Oregon
$4.01M +$7.14K +500 +0.2%
DC
497
Davenport & Co
Virginia
$4.01M -$1.59M -111,681 -28%
SAM
498
Shikiar Asset Management
New York
$4M +$443K +31,000 +12%
FTIOP
499
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4M +$3.52M +246,594 +570%
BFIC
500
Bedell Frazier Investment Counselling
California
$4M +$4.13M +289,660 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.