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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
PDN
626
Pensionfund DSM Netherlands
Netherlands
$2.49M
WS
627
Wedbush Securities
California
$2.47M +$54.1K +3,647 +2%
WT
628
Whittier Trust
California
$2.47M -$478K -32,198 -17%
SAG
629
Sterne Agee Group
Alabama
$2.44M +$408K +27,511 +21%
SCM
630
SKBA Capital Management
California
$2.44M -$625K -42,100 -21%
UCFA
631
United Capital Financial Advisors
Texas
$2.42M -$1.69M -114,227 -42%
AF
632
Arrow Financial
New York
$2.42M -$365K -24,635 -14%
Verition Fund Management
633
Verition Fund Management
Connecticut
$2.39M +$658K +44,359 +41%
FCI
634
Financial Counselors Inc
Kansas
$2.39M +$379K +25,516 +20%
BCM
635
Birmingham Capital Management
Alabama
$2.37M -$187K -12,600 -8%
CC
636
Colrain Capital
Massachusetts
$2.34M +$74.2K +5,000 +3%
MYAM
637
Meiji Yasuda Asset Management
Japan
$2.33M -$86.9K -5,860 -4%
SACTSONJ
638
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.33M
BPM
639
Bowling Portfolio Management
Ohio
$2.33M -$13.3K -898 -0.6%
NCM
640
Narwhal Capital Management
Georgia
$2.32M -$13.3K -896 -0.6%
EFS
641
Essex Financial Services
Connecticut
$2.31M +$4.41K +297 +0.2%
SFU
642
Stonehage Fleming (UK)
United Kingdom
$2.3M +$2.19M +147,935 New
FMBTD
643
First Midwest Bank Trust Division
Illinois
$2.3M -$499K -33,670 -19%
Pacer Advisors
644
Pacer Advisors
Pennsylvania
$2.29M +$1.9M +127,926 New
VOAM
645
Vertex One Asset Management
British Columbia, Canada
$2.27M -$1.11M -75,000 -34%
CF
646
CNA Financial
Illinois
$2.27M
CTC
647
Central Trust Company
Missouri
$2.27M -$22.5K -1,517 -1%
MA
648
MUFG Americas
New York
$2.27M -$907K -61,158 -30%
SLF
649
Sun Life Financial
Ontario, Canada
$2.26M -$379K -25,527 -15%
HCM
650
Hollencrest Capital Management
California
$2.25M +$2.14M +144,314 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.