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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
RGI
601
River Global Investors
United Kingdom
$2.81M -$148K -10,000 -5%
SCM
602
Sterling Capital Management
North Carolina
$2.81M -$197K -13,303 -7%
NJBEST
603
New Jersey Better Educational Savings Trust
New Jersey
$2.8M +$14.8K +1,000 +0.6%
ACJ
604
Autonomy Capital (Jersey)
Jersey
$2.79M
WTIM
605
Wilmington Trust Investment Management
Delaware
$2.78M -$139K -9,400 -5%
DVM
606
Dreman Value Management
Florida
$2.77M -$1.12M -75,806 -42%
M&T Bank
607
M&T Bank
New York
$2.77M -$217K -14,646 -8%
BAM
608
Boyar Asset Management
New York
$2.76M +$123K +8,282 +5%
Northwestern Mutual Wealth Management
609
Northwestern Mutual Wealth Management
Wisconsin
$2.75M +$379K +25,566 +17%
GWM
610
Graybill Wealth Management
Illinois
$2.75M +$25.5K +1,716 +1%
MHP
611
Manatuck Hill Partners
Connecticut
$2.73M
FNB
612
First Niagara Bank
New York
$2.7M -$24.6K -1,659 -0.9%
AA
613
Apriem Advisors
California
$2.69M +$65.3K +4,402 +3%
ACM
614
Alpha Capital Management
Texas
$2.69M -$116K -7,834 -4%
CBU
615
CIBC Bank USA
Illinois
$2.69M -$128K -8,655 -5%
DLCIG
616
D.L. Carlson Investment Group
New Hampshire
$2.63M -$37.8K -2,550 -1%
PRC
617
Platte River Capital
Colorado
$2.63M -$444K -29,920 -15%
OWD
618
Osborn Williams & Donohoe
Ohio
$2.63M +$644K +43,402 +35%
SIM
619
Sterling Investment Management
Arizona
$2.63M -$40.3K -2,719 -2%
HIM
620
Hermes Investment Management
United Kingdom
$2.58M +$134K +9,000 +6%
PCM
621
Pentwater Capital Management
Florida
$2.57M
CCM
622
Chilton Capital Management
Texas
$2.57M +$10.3K +696 +0.4%
TCM
623
Tufton Capital Management
Maryland
$2.54M -$5.86K -395 -0.2%
GEM
624
Global Endowment Management
North Carolina
$2.54M -$320K -21,600 -12%
PAG
625
Private Advisor Group
New Jersey
$2.51M +$2.39M +161,410 New

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.