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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
FNT
851
First National Trust
Pennsylvania
$633K -$23.7K -1,660 -3%
FANJ
852
Financial Architects (New Jersey)
New Jersey
$627K +$37K +2,591 +6%
GHA
853
GW Henssler & Associates
Georgia
$626K -$39.1K -2,736 -6%
TCT
854
TIAA CREF Trust
Missouri
$618K -$38.4K -2,693 -6%
SCCM
855
Schafer Cullen Capital Management
New York
$617K
CAM
856
CMT Asset Management
Illinois
$614K -$864K -60,548 -58%
HTC
857
Haverford Trust Company
Pennsylvania
$609K +$2.14K +150 +0.3%
SAM
858
SignalPoint Asset Management
Missouri
$609K +$629K +44,071 New
PHS
859
Pekin Hardy Strauss
Illinois
$608K +$7.17K +502 +1%
HI
860
Hudock Inc
Pennsylvania
$607K -$8.39K -588 -1%
AGA
861
Accuvest Global Advisors
Utah
$607K
FMII
862
Farmers & Merchants Investments Inc
Nebraska
$607K +$1.61K +113 +0.3%
RCA
863
Rex Capital Advisors
Rhode Island
$606K
RIG
864
Roosevelt Investment Group
New York
$605K +$107K +7,503 +21%
CWP
865
Capital Wealth Planning
Florida
$603K
HCM
866
Howland Capital Management
Massachusetts
$602K +$623K +43,649 New
SC
867
Savant Capital
Illinois
$589K +$5.6K +392 +0.9%
SFSG
868
Stearns Financial Services Group
North Carolina
$588K +$4.33K +303 +0.7%
MA
869
MCF Advisors
Kentucky
$583K +$628 +44 +0.1%
MBTD
870
Mechanics Bank - Trust Department
California
$582K -$114K -8,000 -16%
LCP
871
Legacy Capital Partners
Wisconsin
$571K +$4.28K +300 +0.7%
Manulife (Manufacturers Life Insurance)
872
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$569K +$36M +2,523,818 +7%
III
873
Independent Investors Inc
New York
$567K -$91.7K -6,424 -14%
PFS
874
Prospera Financial Services
Texas
$564K -$226K -15,808 -28%
AF
875
Allworth Financial
California
$564K -$200K -13,994 -26%

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.