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
CAI
726
Capital Advisors Inc
Oklahoma
$1.26M -$2.85K -200 -0.2%
Jones Financial Companies
727
Jones Financial Companies
Missouri
$1.23M +$416K +29,139 +49%
OPCM
728
Osborne Partners Capital Management
California
$1.22M +$41.4K +2,901 +3%
LG
729
Leuthold Group
Minnesota
$1.22M -$152K -10,676 -11%
GDF
730
Graham & Dodd Fund
New York
$1.21M -$7.37K -516 -0.6%
BPBT
731
Boston Private Bank & Trust
Massachusetts
$1.2M -$82.6K -5,784 -6%
LIM
732
Leavell Investment Management
Alabama
$1.2M
GIS
733
Guardian Investor Services
New York
$1.19M -$21.8K -1,527 -2%
FSA
734
Franklin Street Advisors
North Carolina
$1.19M -$7.14K -500 -0.6%
SIM
735
SSI Investment Management
California
$1.19M -$21.3K -1,490 -2%
Balyasny Asset Management
736
Balyasny Asset Management
Illinois
$1.17M -$8.36M -585,367 -87%
SRC
737
Shufro Rose & Co
New York
$1.16M -$14.3K -1,000 -1%
IIM
738
Intact Investment Management
Quebec, Canada
$1.16M +$707K +49,500 +144%
LI
739
Lafayette Investments
Maryland
$1.15M
MPI
740
Mairs & Power Inc
Minnesota
$1.14M +$32.2K +2,253 +3%
LGC
741
Laurel Grove Capital
California
$1.13M +$291K +20,400 +33%
FNFDCM
742
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.13M +$13.1K +915 +1%
SBWM
743
Sunflower Bank Wealth Management
Arizona
$1.11M +$3.54K +248 +0.3%
P
744
Pitcairn
Pennsylvania
$1.11M +$3.27K +229 +0.3%
SI
745
SII Investments
Wisconsin
$1.11M +$39.7K +2,778 +4%
BAM
746
Berkshire Asset Management
Pennsylvania
$1.1M +$22.1K +1,550 +2%
AL
747
Agran Libbie
California
$1.09M +$130K +9,100 +13%
NAM
748
Needelman Asset Management
California
$1.08M
WSCM
749
Wellington Shields Capital Management
New York
$1.08M +$85.7K +6,000 +8%
I
750
IberiaBank
Louisiana
$1.06M +$50.6K +3,543 +5%

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.