We are live on ! Find out more
BAC icon

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
WT
701
Washington Trust
Rhode Island
$1.45M -$28K -1,959 -2%
RA
702
Rational Advisors
New York
$1.42M
CAM
703
Carret Asset Management
New York
$1.41M -$21.4K -1,500 -1%
WPC
704
White Pine Capital
Minnesota
$1.4M -$65.6K -4,597 -4%
KCM
705
Kames Capital Management
United Kingdom
$1.39M
NAMA
706
Nikko Asset Management Americas
New York
$1.39M -$243K -17,000 -15%
CWM
707
Concert Wealth Management
California
$1.38M -$39K -2,730 -3%
TCA
708
Taconic Capital Advisors
New York
$1.38M +$1.43M +100,000 New
LMF
709
LMR Master Fund
Cayman Islands
$1.37M -$2.63M -184,120 -65%
NB
710
Norinchukin Bank
Japan
$1.36M +$148K +10,381 +12%
HCM
711
Highlander Capital Management
New Jersey
$1.35M
VFS
712
VSR Financial Services
Kansas
$1.35M +$45.6K +3,193 +3%
NIM
713
NuWave Investment Management
New Jersey
$1.35M +$1.21M +84,691 +654%
WA
714
WFG Advisors
Texas
$1.34M -$50.9K -3,566 -4%
CVSCT
715
C.V. Starr & Co Trust
New York
$1.33M
BFM
716
Boston Financial Management
Massachusetts
$1.31M +$57.1K +4,000 +4%
NSEDCP
717
NJ State Employees Deferred Compensation Plan
New Jersey
$1.31M
KIA
718
KCM Investment Advisors
California
$1.27M +$47.1K +3,299 +4%
SAA
719
Southeast Asset Advisors
Georgia
$1.27M +$928K +65,007 +238%
AAM
720
AR Asset Management
California
$1.27M
RTIM
721
Round Table Investment Management
North Carolina
$1.27M +$1.31M +92,000 New
JPMIA
722
J.P. Marvel Investment Advisors
Massachusetts
$1.27M -$714 -50 -0.1%
RSS
723
Rosenblum Silverman Sutton
California
$1.27M +$1.31M +91,966 New
WJA
724
Williams Jones & Associates
New York
$1.27M -$203K -14,201 -13%
MC
725
MRJ Capital
New York
$1.26M +$1.43K +100 +0.1%

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.