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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
JHIU
51
Janus Henderson Investors US
Colorado
$377M -$86.3M -6,048,280 -18%
Boston Partners
52
Boston Partners
Massachusetts
$350M +$18.2M +1,271,997 +5%
Pzena Investment Management
53
Pzena Investment Management
New York
$348M +$4.25M +297,761 +1%
CS
54
Credit Suisse
Switzerland
$346M -$48.9M -3,423,100 -12%
BlackRock
55
BlackRock
New York
$344M +$7.59M +531,368 +2%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$326M -$8.82M -617,922 -3%
RFC
57
Russell Frank Company
Washington
$314M -$16M -1,118,095 -5%
OTPPB
58
Ontario Teachers' Pension Plan Board
Ontario, Canada
$314M +$69.1M +4,842,292 +27%
Sanders Capital
59
Sanders Capital
Florida
$309M +$1.7M +119,400 +0.5%
Prudential Financial
60
Prudential Financial
New Jersey
$302M +$13.3M +931,481 +4%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$299M +$550K +38,563 +0.2%
PIM
62
Platinum Investment Management
Australia
$282M -$187M -13,123,030 -39%
Lazard Asset Management
63
Lazard Asset Management
New York
$272M -$4.12M -288,377 -1%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$268M +$8.55M +598,729 +3%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$265M -$86M -6,023,574 -24%
LSV Asset Management
66
LSV Asset Management
Illinois
$264M -$18.6M -1,305,566 -6%
TA
67
Teachers Advisors
New York
$261M +$1.93M +135,140 +0.7%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$257M -$3.51M -245,739 -1%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$255M -$5.06M -354,557 -2%
BIM
70
BlackRock Investment Management
Delaware
$251M +$949K +66,448 +0.4%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$246M +$179M +12,508,717 +236%
SOMRS
72
State of Michigan Retirement System
Michigan
$237M -$2.43M -170,100 -1%
Adage Capital Partners
73
Adage Capital Partners
Massachusetts
$230M +$32.8M +2,295,000 +16%
PPA
74
Parametric Portfolio Associates
Washington
$230M -$13.6M -953,351 -5%
Barclays
75
Barclays
United Kingdom
$229M -$70.8M -4,957,286 -22%

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.