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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
SCM
676
Shelton Capital Management
Colorado
$1.66M
SAMNY
677
Samsung Asset Management (New York)
New York
$1.65M -$250K -17,500 -13%
CC
678
Curian Capital
Colorado
$1.64M +$210K +14,686 +14%
MIH
679
Madison Investment Holdings
Wisconsin
$1.64M
HAM
680
Highstreet Asset Management
Ontario, Canada
$1.64M +$690K +48,329 +69%
BB
681
Bell Bank
North Dakota
$1.64M
LNWWM
682
Laird Norton Wetherby Wealth Management
California
$1.63M +$106K +7,426 +7%
ACM
683
Argentus Capital Management
Texas
$1.6M +$52.2K +3,660 +3%
FAM
684
Forty4 Asset Management
Illinois
$1.6M +$1.2M +84,400 +269%
MCM
685
Maple Capital Management
Vermont
$1.6M
NC
686
Northpointe Capital
Michigan
$1.59M +$856K +59,937 +108%
CSIC
687
Clifford Swan Investment Counsel
California
$1.58M -$142K -9,957 -8%
KWMG
688
King Wealth Management Group
Florida
$1.57M +$77.5K +5,432 +5%
MIM
689
Montgomery Investment Management
Maryland
$1.57M -$7.85K -550 -0.5%
MFS
690
MSI Financial Services
Massachusetts
$1.57M -$488K -34,193 -23%
AP
691
Advisor Partners
California
$1.57M +$110K +7,696 +7%
DIS
692
Diversified Investment Strategies
Louisiana
$1.56M
IPRC
693
Indices-Pac Research Corporation
New Jersey
$1.56M -$2K -140 -0.1%
WA
694
Whitebox Advisors
Minnesota
$1.52M +$328K +23,007 +26%
Verition Fund Management
695
Verition Fund Management
Connecticut
$1.51M +$1.56M +109,317 New
GCIA
696
Gabelli & Co Investment Advisers
New York
$1.5M
Mariner
697
Mariner
Kansas
$1.47M -$61.3K -4,291 -4%
PMG
698
ProVise Management Group
Florida
$1.46M -$64.3K -4,505 -4%
MIC
699
MU Investments Company
Japan
$1.46M -$514K -36,000 -26%
NIP
700
Nicholas Investment Partners
California
$1.45M

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.