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
DIS
701
Diversified Investment Strategies
Louisiana
$1.76M
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$1.76M -$71.2K -4,800 -4%
BAM
703
Burnham Asset Management
New York
$1.74M -$715K -48,175 -30%
GIM
704
Greylin Investment Management
Virginia
$1.73M +$1.65M +110,900 New
CSIC
705
Clifford Swan Investment Counsel
California
$1.72M -$69.5K -4,684 -4%
SGDR
706
SPX Gestao de Recursos
Brazil
$1.71M -$2.41M -162,500 -60%
DLG
707
Daniel L. Goodwin
$1.71M -$445K -30,000 -21%
GCIA
708
Gabelli & Co Investment Advisers
New York
$1.69M
CC
709
Courier Capital
New York
$1.68M -$711K -47,950 -31%
IPRC
710
Indices-Pac Research Corporation
New Jersey
$1.67M -$84.3K -5,681 -5%
PIP
711
Palisades Investment Partners
California
$1.67M -$475K -32,000 -24%
FNBT
712
FineMark National Bank & Trust
Florida
$1.65M -$532K -35,857 -25%
Mariner
713
Mariner
Kansas
$1.64M -$20.6K -1,390 -1%
Jones Financial Companies
714
Jones Financial Companies
Missouri
$1.64M +$241K +16,265 +18%
NIP
715
Nicholas Investment Partners
California
$1.64M
PMG
716
ProVise Management Group
Florida
$1.61M -$35K -2,358 -2%
MC
717
MRJ Capital
New York
$1.61M +$178K +12,000 +13%
RA
718
Rational Advisors
New York
$1.59M -$5.36K -361 -0.4%
CAM
719
Carret Asset Management
New York
$1.59M +$3.43K +231 +0.2%
PMAM
720
Picton Mahoney Asset Management
Ontario, Canada
$1.58M +$1.51M +101,600 New
SC
721
Saiers Capital
New York
$1.58M -$629K -42,400 -29%
KCM
722
Kames Capital Management
United Kingdom
$1.57M
BFM
723
Boston Financial Management
Massachusetts
$1.57M +$84K +5,665 +6%
NAMA
724
Nikko Asset Management Americas
New York
$1.55M
HCM
725
Highlander Capital Management
New Jersey
$1.53M

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.