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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
TCOTO
676
Trust Company of the Ozarks
Missouri
$1.98M -$5.19K -350 -0.3%
FTI
677
Fiduciary Trust International
Massachusetts
$1.98M
NIS
678
National Investment Services
Wisconsin
$1.95M
IT
679
Investors Trust
Texas
$1.95M -$4.06M -273,723 -70%
RBC
680
Ronald Blue & Co
Georgia
$1.94M +$19.7K +1,331 +1%
LGC
681
Laurel Grove Capital
California
$1.94M +$627K +42,300 +52%
CIM
682
CenturyLink Investment Management
Colorado
$1.93M -$176K -11,843 -9%
SFP
683
Santa Fe Partners
New Mexico
$1.93M +$1.84M +123,759 New
BOH
684
Bank of Hawaii
Hawaii
$1.92M -$643K -43,340 -26%
AP
685
Advisor Partners
California
$1.9M +$127K +8,549 +8%
TYCC
686
Texas Yale Capital Corp
Florida
$1.89M
SGH
687
Schonfeld Group Holdings
New York
$1.89M +$1.63M +110,100 +992%
WPP
688
Whalerock Point Partners
Rhode Island
$1.89M +$1.8M +121,080 New
MIU
689
Man Investments (UK)
United Kingdom
$1.87M +$828K +55,830 +87%
USGIU
690
U.S. Global Investors (USGI)
Texas
$1.87M -$254K -17,100 -12%
UGIF
691
US Global Investors Funds
Maine
$1.87M +$1.78M +120,000 New
DIA
692
Dana Investment Advisors
Wisconsin
$1.86M +$1.77M +119,577 New
HAM
693
Highstreet Asset Management
Ontario, Canada
$1.85M
Acadian Asset Management
694
Acadian Asset Management
Massachusetts
$1.84M -$5.15M -346,893 -75%
MFS
695
MSI Financial Services
Massachusetts
$1.82M +$51.2K +3,454 +3%
KWMG
696
King Wealth Management Group
Florida
$1.82M +$44.9K +3,025 +3%
AF
697
Aldebaran Financial
$1.81M +$1.72M +116,171 New
PP
698
Paloma Partners
Connecticut
$1.8M -$6.91M -465,495 -80%
CWM
699
Concert Wealth Management
California
$1.79M +$214K +14,399 +14%
ACM
700
Argentus Capital Management
Texas
$1.77M -$33.9K -2,288 -2%

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.