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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
FMLI
826
Fukoku Mutual Life Insurance
Japan
$1.01M -$142K -9,600 -13%
CFA
827
Carroll Financial Associates
North Carolina
$1M -$158K -10,621 -14%
CDH
828
Charles D. Hyman
$998K -$137K -9,240 -13%
GDF
829
Graham & Dodd Fund
New York
$997K -$352K -23,712 -27%
NAM
830
NorthCoast Asset Management
Connecticut
$993K +$946K +63,749 New
MFIMFI
831
Mesirow Financial Investment Management - Fixed Income
Illinois
$992K +$153K +10,333 +19%
LWM
832
Lyons Wealth Management
Florida
$989K -$6.67K -450 -0.7%
CT
833
Cambridge Trust
Massachusetts
$988K -$1.96K -132 -0.2%
MCM
834
McGlinn Capital Management
Pennsylvania
$978K -$29.7K -2,000 -3%
CCFCSB
835
Cape Cod Five Cents Savings Bank
Massachusetts
$976K -$74.2K -4,999 -7%
MBI
836
Montrusco Bolton Investments
Quebec, Canada
$975K -$90.6K -6,110 -9%
IPC
837
Independent Portfolio Consultants
Florida
$967K +$383K +25,845 +71%
CPSAC
838
Chas P. Smith & Associates (CPS)
Florida
$967K +$561K +37,823 +156%
IIM
839
Intact Investment Management
Quebec, Canada
$961K -$329K -22,200 -26%
BEC
840
Blue Edge Capital
Virginia
$961K +$916K +61,717 New
WB
841
WesBanco Bank
West Virginia
$959K -$51.5K -3,475 -5%
KCM
842
Kanawha Capital Management
Virginia
$947K -$59.6K -4,020 -6%
CCM
843
Cadence Capital Management
Massachusetts
$946K
GLI
844
Guardian Life Insurance
New York
$944K -$1.03M -69,220 -53%
FNBTCON
845
First National Bank & Trust Co of Newtown
Pennsylvania
$943K -$145K -9,780 -14%
BFEC
846
Benjamin F. Edwards & Company
Missouri
$942K -$5.46K -368 -0.6%
MNBTD
847
Moody National Bank Trust Division
Texas
$942K -$2.97K -200 -0.3%
MIM
848
Miller Investment Management
Pennsylvania
$937K
FA
849
FDx Advisors
Illinois
$935K +$76.1K +5,127 +9%
JCM
850
JS Capital Management
New York
$934K +$890K +60,000 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.