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Bank of America
BAC

Overview Fund Activity

1,328 hedge funds and large institutions have $99B invested in Bank of America in 2013 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 417 increasing their positions, 557 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,328
Holders Change
+105
Holders Change %
+8.59%
% of All Funds
38.57%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
3.46%
New
192
Increased
417
Reduced
557
Closed
73
Calls
$2.38B
Puts
$2.52B
Net Calls
-$139M
Net Calls Change
+$325M

Top Buyers

1
IC
Institutional Capital
Illinois
+$662M
2
N
Natixis
France
+$420M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$343M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$260M
5
OH
Orbis Holdings
Bermuda
+$219M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$435M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Deutsche Bank
Deutsche Bank
Germany
-$283M
4
JHIU
Janus Henderson Investors US
Colorado
-$217M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
826
Carroll Financial Associates
North Carolina
$1M -$165K -10,621 -14%
CDH
827
Charles D. Hyman
$998K -$144K -9,240 -13%
GDF
828
Graham & Dodd Fund
New York
$997K -$369K -23,712 -27%
NAM
829
NorthCoast Asset Management
Connecticut
$993K +$993K +63,749 New
MFIMFI
830
Mesirow Financial Investment Management - Fixed Income
Illinois
$992K +$161K +10,333 +19%
LWM
831
Lyons Wealth Management
Florida
$989K -$7.01K -450 -0.7%
CT
832
Cambridge Trust
Massachusetts
$988K -$2.06K -132 -0.2%
MCM
833
McGlinn Capital Management
Pennsylvania
$978K -$31.1K -2,000 -3%
CCFCSB
834
Cape Cod Five Cents Savings Bank
Massachusetts
$976K -$77.8K -4,999 -7%
MBI
835
Montrusco Bolton Investments
Quebec, Canada
$975K -$95.2K -6,110 -9%
IPC
836
Independent Portfolio Consultants
Florida
$967K +$402K +25,845 +71%
CPSAC
837
Chas P. Smith & Associates (CPS)
Florida
$967K +$589K +37,823 +156%
IIM
838
Intact Investment Management
Quebec, Canada
$961K -$346K -22,200 -26%
BEC
839
Blue Edge Capital
Virginia
$961K +$961K +61,717 New
WB
840
WesBanco Bank
West Virginia
$959K -$54.1K -3,475 -5%
KCM
841
Kanawha Capital Management
Virginia
$947K -$62.6K -4,020 -6%
CCM
842
Cadence Capital Management
Massachusetts
$946K – – –
GLI
843
Guardian Life Insurance
New York
$944K -$1.08M -69,220 -53%
FNBTCON
844
First National Bank & Trust Co of Newtown
Pennsylvania
$943K -$152K -9,780 -14%
BFEC
845
Benjamin F. Edwards & Company
Missouri
$942K -$5.73K -368 -0.6%
MNBTD
846
Moody National Bank Trust Division
Texas
$942K -$3.11K -200 -0.3%
MIM
847
Miller Investment Management
Pennsylvania
$937K – – –
FA
848
FDx Advisors
Illinois
$935K +$79.9K +5,127 +9%
JCM
849
JS Capital Management
New York
$934K +$934K +60,000 New
DBIA
850
Dumont & Blake Investment Advisors
New Jersey
$929K -$79.9K -5,132 -8%
32 33
34
35 36