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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
RW
526
Rand Wealth
Maryland
$4.26M +$2.17M +139,415 +101%
SCM
527
Shelton Capital Management
Colorado
$4.2M +$2.16M +139,300 +104%
First Manhattan
528
First Manhattan
New York
$4.13M +$256K +16,485 +7%
SAMNY
529
Samsung Asset Management (New York)
New York
$4.12M +$147K +9,490 +4%
MYLI
530
Meiji Yasuda Life Insurance
Japan
$4.1M -$233K -15,010 -5%
QI
531
QS Investors
New York
$4.02M +$1.3M +83,385 +47%
RJFSA
532
Raymond James Financial Services Advisors
Florida
$4.02M -$93.7K -6,030 -2%
TCM
533
Tufton Capital Management
Maryland
$3.98M +$18.8K +1,208 +0.5%
DCM
534
Dynamic Capital Management
Jersey
$3.97M +$2.45M +157,494 +156%
BSPF
535
British Steel Pension Fund
United Kingdom
$3.96M
KCM
536
Kempner Capital Management
Texas
$3.91M
OA
537
Oxbow Advisors
Texas
$3.86M -$2.69M -172,935 -41%
CR
538
Cooperatieve Rabobank
Netherlands
$3.84M
SSWM
539
Smith Salley Wealth Management
North Carolina
$3.79M -$667K -42,936 -15%
GCA
540
Gideon Capital Advisors
New York
$3.75M +$1.59M +102,630 +73%
WT
541
Wilmington Trust
Delaware
$3.74M +$161K +10,337 +4%
FAM
542
Formidable Asset Management
Ohio
$3.66M +$72.2K +4,650 +2%
RAM
543
Roanoke Asset Management
New Jersey
$3.65M +$303K +19,505 +9%
EOJOAM
544
E. Ohman J:or Asset Management
Sweden
$3.63M -$109K -7,000 -3%
PFA
545
Paradigm Financial Advisors
Missouri
$3.61M +$144K +9,277 +4%
GIM
546
Greylin Investment Management
Virginia
$3.6M +$1.69M +108,675 +87%
DC
547
Davenport & Co
Virginia
$3.6M -$470K -30,293 -11%
PSUF
548
People's United Financial
Connecticut
$3.58M +$2M +128,763 +123%
PNC
549
Park National Corp
Ohio
$3.58M +$13.5K +872 +0.4%
NIS
550
National Investment Services
Wisconsin
$3.53M +$1.63M +104,695 +84%

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.