We are live on ! Find out more
BAC icon

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
CBB
651
Citizens Business Bank
California
$2.25M +$313K +21,106 +17%
SAM
652
Silphium Asset Management
United Kingdom
$2.24M +$2.14M +144,000 New
GI
653
GAMCO Investors
Connecticut
$2.24M -$278K -18,728 -12%
ICAS
654
Investors Capital Advisory Services
Massachusetts
$2.22M +$81.9K +5,522 +4%
DAM
655
Deltec Asset Management
New York
$2.22M -$148K -10,000 -7%
SSI
656
Scott & Selber Inc
Texas
$2.21M +$2.11M +142,247 New
ATC
657
Argent Trust Company
Louisiana
$2.19M +$67.1K +4,526 +3%
UFG
658
United Fire Group
Iowa
$2.18M
WTNA
659
Wilmington Trust National Association
Delaware
$2.15M -$241K -16,266 -11%
FBB
660
Fulton Breakefield Broenniman
Maryland
$2.14M -$201K -13,580 -9%
RW
661
Rand Wealth
Maryland
$2.13M +$13.7K +925 +0.7%
KC
662
Kingfisher Capital
North Carolina
$2.13M -$63.1K -4,255 -3%
WC
663
Woodstock Corp
Massachusetts
$2.12M -$142K -9,547 -7%
ECM
664
Everence Capital Management
Indiana
$2.12M -$1.02M -68,961 -34%
BL
665
Bolton LP
Connecticut
$2.11M +$60.1K +4,052 +3%
KIA
666
KCM Investment Advisors
California
$2.11M +$640K +43,123 +47%
TWA
667
Tillar-Wenstrup Advisors
Ohio
$2.1M +$2M +135,126 New
PP
668
Patten & Patten
Tennessee
$2.1M +$134K +9,044 +7%
SCM
669
Shelton Capital Management
Colorado
$2.07M +$193K +13,000 +11%
DP
670
Dearborn Partners
Illinois
$2.05M +$30 +2 +0%
SCM
671
Stellar Capital Management
Arizona
$2.04M +$1.95M +131,265 New
BAAM
672
Baker Avenue Asset Management
California
$2.04M -$140K -9,417 -7%
BCM
673
Beck Capital Management
Texas
$2.04M +$1.81M +122,000 New
IAS
674
INR Advisory Services
Pennsylvania
$2.01M
GF
675
Gerstein Fisher
New York
$1.99M +$1.01M +68,107 +114%

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.