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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
PIC
801
Portland Investment Counsel
Ontario, Canada
$828K
IH
802
IFC Holdings
Florida
$828K +$27.9K +1,957 +3%
GF
803
Gerstein Fisher
New York
$827K +$235K +16,492 +38%
CCM
804
Covington Capital Management
California
$823K
AIU
805
Algebris Investments (UK)
United Kingdom
$821K +$849K +59,500 New
SC
806
Schulhoff & Co
Ohio
$814K +$314 +22 +0%
SCM
807
Steward Capital Management
Michigan
$810K
ICOA
808
Investment Centers of America
North Dakota
$796K +$166K +11,597 +25%
DHFB
809
Dixon Hubard Feinour & Brown
Virginia
$787K -$4.28K -300 -0.5%
KBG
810
Kahn Brothers Group
New York
$787K
DADC
811
D.A. Davidson & Co
Montana
$784K -$48.7K -3,409 -6%
KIG
812
Kessler Investment Group
Indiana
$782K -$553K -38,710 -41%
BG
813
Bollard Group
Massachusetts
$776K -$54.5K -3,820 -6%
KFS
814
KMS Financial Services
Washington
$764K +$177K +12,404 +29%
ACI
815
Advance Capital I
Michigan
$763K +$789K +55,300 New
TNB
816
Thomasville National Bank
Georgia
$759K +$410K +28,730 +109%
FA
817
FDx Advisors
Illinois
$758K +$96.3K +6,749 +14%
PGFC
818
Peapack-Gladstone Financial Corp
New Jersey
$752K -$73.7K -5,161 -9%
BFS
819
Bradley Foster & Sargent
Connecticut
$741K +$20.8K +1,456 +3%
MFIMFI
820
Mesirow Financial Investment Management - Fixed Income
Illinois
$736K
MVA
821
Mount Vernon Associates
Maryland
$733K -$1.53M -107,500 -67%
SOAMC
822
Spirit of America Management Corp
New York
$733K
SAS
823
Stelac Advisory Services
New York
$729K
JFGIW
824
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$727K +$19K +1,334 +3%
ECM
825
Endex Capital Management
Kansas
$726K

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.