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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
DL
476
Delta Lloyd
Netherlands
$5.35M +$874K +58,901 +21%
AHC
477
Anderson Hoagland & Co
Missouri
$5.33M -$106K -7,136 -2%
MA
478
Menlo Advisors
California
$5.33M
SFG
479
Sather Financial Group
Texas
$5.26M +$241K +16,225 +5%
RI
480
Redwood Investments
Massachusetts
$5.18M -$1.64M -110,536 -25%
William Blair & Company
481
William Blair & Company
Illinois
$5.18M +$208K +14,013 +4%
CCT
482
Chemung Canal Trust
New York
$5.08M -$290K -19,524 -6%
DSI
483
Daiwa SB Investments
Japan
$5.08M -$4.45K -300 -0.1%
CB
484
Commerce Bank
Missouri
$5.06M -$183K -12,311 -4%
BA
485
Boston Advisors
Massachusetts
$5.04M +$16.9K +1,138 +0.4%
RIL
486
Rothschild Investment LLC
Illinois
$5.01M -$824K -55,550 -15%
DnB Asset Management
487
DnB Asset Management
Norway
$4.99M -$1.72M -115,822 -27%
BII
488
Bainco International Investors
Massachusetts
$4.98M +$90.5K +6,100 +2%
ACI
489
Alpha Cubed Investments
California
$4.93M +$4.7M +316,803 New
SAM
490
Silvercrest Asset Management
New York
$4.9M -$309K -20,797 -6%
FDCC
491
Foster Dykema Cabot & Co
Massachusetts
$4.88M -$46.3K -3,120 -1%
BF
492
BOK Financial
Oklahoma
$4.85M +$769K +51,826 +20%
PG
493
PEAK6 Group
Illinois
$4.83M -$6.7M -451,642 -59%
WRIP
494
White River Investment Partners
California
$4.8M +$4.58M +308,553 New
DG
495
Davidson & Garrard
Virginia
$4.8M -$200K -13,475 -4%
ClearBridge Investments
496
ClearBridge Investments
New York
$4.76M -$1.91M -128,726 -30%
BFIC
497
Bedell Frazier Investment Counselling
California
$4.7M +$177K +11,950 +4%
CGI
498
CI Global Investments
California
$4.67M
SC
499
Scotia Capital
Ontario, Canada
$4.64M -$288K -19,427 -6%
SAM
500
Shikiar Asset Management
New York
$4.63M +$105K +7,100 +2%

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.