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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
GWM
601
Graybill Wealth Management
Illinois
$2.41M -$61.3K -4,295 -2%
HFS
602
HL Financial Services
Kentucky
$2.39M -$363K -25,400 -13%
DLCIG
603
D.L. Carlson Investment Group
New Hampshire
$2.37M -$147K -10,300 -6%
SIM
604
Sterling Investment Management
Arizona
$2.36M -$549K -38,435 -18%
QT
605
Quantbot Technologies
New York
$2.35M +$2.19M +153,295 +886%
SLF
606
Sun Life Financial
Ontario, Canada
$2.35M -$191K -13,393 -7%
BAM
607
Boyar Asset Management
New York
$2.33M +$39.8K +2,785 +2%
AA
608
Apriem Advisors
California
$2.32M +$103K +7,202 +4%
NPC
609
National Planning Corporation
California
$2.31M +$883K +61,857 +60%
BOH
610
Bank of Hawaii
Hawaii
$2.3M +$200K +14,045 +9%
SAM
611
Scotia Asset Management
Ontario, Canada
$2.28M -$702K -49,206 -23%
PCM
612
Pentwater Capital Management
Florida
$2.28M
BCM
613
Birmingham Capital Management
Alabama
$2.27M -$65.3K -4,575 -3%
CCM
614
Chilton Capital Management
Texas
$2.27M -$844K -59,092 -26%
TCM
615
Tufton Capital Management
Maryland
$2.26M -$2.78K -195 -0.1%
TU
616
TDAM USA
Ontario, Canada
$2.25M -$3.62M -253,523 -61%
GI
617
GAMCO Investors
Connecticut
$2.24M
PDN
618
Pensionfund DSM Netherlands
Netherlands
$2.21M
BAM
619
Burnham Asset Management
New York
$2.21M -$871K -61,000 -28%
HIM
620
Hermes Investment Management
United Kingdom
$2.16M -$171K -12,000 -7%
MYAM
621
Meiji Yasuda Asset Management
Japan
$2.15M -$12.8K -895 -0.6%
CC
622
Courier Capital
New York
$2.15M +$15.2K +1,065 +0.7%
WS
623
Wedbush Securities
California
$2.14M -$86.9K -6,091 -4%
WTNA
624
Wilmington Trust National Association
Delaware
$2.13M +$46.3K +3,241 +2%
FAM
625
Formidable Asset Management
Ohio
$2.13M +$2.16M +151,407 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.