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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
AWA
751
AmeriServ Wealth Advisors
Pennsylvania
$1.05M +$181K +12,686 +20%
VCAM
752
Valentine Capital Asset Management
California
$1.05M -$4.28K -300 -0.4%
VAM
753
Visium Asset Management
New York
$1.04M -$723K -50,680 -40%
PCA
754
PL Capital Advisors
Florida
$1.03M
CA
755
Cullinan Associates
Kentucky
$1.03M -$366K -25,618 -25%
CFA
756
Carroll Financial Associates
North Carolina
$1.03M +$110K +7,734 +12%
BVDMP
757
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.03M
NCM
758
Novare Capital Management
North Carolina
$1.03M -$65.6K -4,593 -6%
FMLI
759
Fukoku Mutual Life Insurance
Japan
$1.03M
BSW
760
Buckingham Strategic Wealth
Missouri
$1.02M +$339K +23,726 +47%
WTC
761
WhitTier Trust Company
Nevada
$1.01M -$942K -65,986 -47%
CDH
762
Charles D. Hyman
$1.01M -$32.8K -2,300 -3%
AMIM
763
Aull & Monroe Investment Management
Alabama
$1.01M -$4.81K -337 -0.5%
BRWA
764
B. Riley Wealth Advisors
Florida
$994K -$42.4K -2,973 -4%
JIP
765
Jaffetilchin Investment Partners
Florida
$986K +$885 +62 +0.1%
NDSI
766
Newman Dignan & Sheerar Inc
Rhode Island
$981K -$1.39K -97 -0.1%
FCCM
767
First City Capital Management
Georgia
$973K +$7.85K +550 +0.8%
FNBTCON
768
First National Bank & Trust Co of Newtown
Pennsylvania
$971K -$10.8K -757 -1%
MFP
769
Michael F. Price
$966K -$714K -50,000 -42%
Twin Tree Management
770
Twin Tree Management
Texas
$966K +$871K +61,026 +680%
CCC
771
Chelsea Counsel Company
California
$954K
MBI
772
Montrusco Bolton Investments
Quebec, Canada
$948K -$77.1K -5,400 -7%
AAM
773
Advisors Asset Management
Colorado
$942K -$30.9K -2,162 -3%
DD
774
Dominick & Dominick
New York
$938K -$229K -16,060 -19%
CA
775
Cetera Advisors
Colorado
$935K -$255K -17,839 -21%

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.