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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
CCM
751
Covington Capital Management
California
$1.35M +$400K +26,990 +45%
BPBT
752
Boston Private Bank & Trust
Massachusetts
$1.34M -$14.6K -985 -1%
GIS
753
Guardian Investor Services
New York
$1.34M -$4.02K -271 -0.3%
FSA
754
Franklin Street Advisors
North Carolina
$1.34M -$7.42K -500 -0.6%
SIM
755
SSI Investment Management
California
$1.33M
EWM
756
Elite Wealth Management
Washington
$1.33M +$1.26M +84,972 +25,289%
AAIM
757
American Assets Investment Management
California
$1.32M +$316K +21,320 +33%
LIM
758
Leavell Investment Management
Alabama
$1.32M -$33.4K -2,250 -3%
AIU
759
Algebris Investments (UK)
United Kingdom
$1.32M +$371K +25,000 +42%
OPCM
760
Osborne Partners Capital Management
California
$1.31M -$63.9K -4,306 -5%
LIA
761
LS Investment Advisors
Michigan
$1.29M +$523K +35,242 +74%
SRC
762
Shufro Rose & Co
New York
$1.27M -$35.6K -2,400 -3%
AWA
763
AmeriServ Wealth Advisors
Pennsylvania
$1.26M +$75.2K +5,068 +7%
SIMM
764
Stillwater Investment Management (Minnesota)
Minnesota
$1.26M +$1.2M +80,975 New
BFC
765
Blue Fin Capital
Rhode Island
$1.26M +$1.2M +80,851 New
SBWM
766
Sunflower Bank Wealth Management
Arizona
$1.25M -$6.71K -452 -0.6%
LI
767
Lafayette Investments
Maryland
$1.25M -$48.2K -3,249 -4%
FWCM
768
First Western Capital Management
California
$1.25M +$1.19M +80,305 New
DADC
769
D.A. Davidson & Co
Montana
$1.25M +$348K +23,456 +41%
SI
770
SII Investments
Wisconsin
$1.25M -$7.83K -528 -0.7%
P
771
Pitcairn
Pennsylvania
$1.24M -$12.4K -835 -1%
MPI
772
Mairs & Power Inc
Minnesota
$1.23M -$50.9K -3,429 -4%
BRWA
773
B. Riley Wealth Advisors
Florida
$1.23M +$99.4K +6,704 +9%
WPC
774
White Pine Capital
Minnesota
$1.22M -$344K -23,204 -23%
CCS
775
Crosspoint Capital Strategies
California
$1.21M +$1.07M +72,346 New

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.