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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
CCFCSB
776
Cape Cod Five Cents Savings Bank
Massachusetts
$934K -$53.1K -3,720 -5%
MA
777
Marshwinds Advisory
Georgia
$926K +$151K +10,562 +19%
RCAG
778
Rehmann Capital Advisory Group
Michigan
$925K +$19.5K +1,369 +2%
VanEck Associates
779
VanEck Associates
New York
$921K -$115K -8,027 -11%
HT
780
HighTower Trust
Texas
$900K +$389K +27,225 +72%
WB
781
WesBanco Bank
West Virginia
$897K -$20.3K -1,425 -2%
WSFS
782
Wilmington Savings Fund Society
Delaware
$896K -$595K -41,663 -39%
KCM
783
Kanawha Capital Management
Virginia
$895K +$97.3K +6,816 +12%
MCM
784
McGlinn Capital Management
Pennsylvania
$894K -$71.4K -5,000 -7%
DBIA
785
Dumont & Blake Investment Advisors
New Jersey
$894K -$37.1K -2,596 -4%
MIU
786
Man Investments (UK)
United Kingdom
$889K -$563K -39,429 -38%
LWM
787
Lyons Wealth Management
Florida
$883K -$168K -11,792 -16%
RT
788
Rockland Trust
Massachusetts
$883K -$96.2K -6,739 -10%
Fuller & Thaler Asset Management
789
Fuller & Thaler Asset Management
California
$882K -$224K -15,700 -20%
SC
790
SouthState Corp
Florida
$881K +$90.1K +6,314 +11%
SAS
791
Spectrum Advisory Services
Georgia
$879K +$1.43K +100 +0.2%
AAIM
792
American Assets Investment Management
California
$879K +$81.4K +5,700 +10%
CT
793
Cambridge Trust
Massachusetts
$877K +$106K +7,444 +13%
RJT
794
Raymond James Trust
Florida
$846K -$493K -34,503 -36%
BFEC
795
Benjamin F. Edwards & Company
Missouri
$840K +$330K +23,115 +61%
CCM
796
Cadence Capital Management
Massachusetts
$838K
MNBTD
797
Moody National Bank Trust Division
Texas
$837K -$974K -68,251 -53%
MIM
798
Miller Investment Management
Pennsylvania
$830K
CCM
799
Compton Capital Management
Rhode Island
$829K -$909K -63,688 -51%
NRS
800
Neville Rodie & Shaw
New York
$829K -$1.96K -137 -0.2%

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.