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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
CTA
876
Colonial Trust Advisors
South Carolina
$560K +$88.5K +6,200 +18%
RNS
877
Robert N. Shapiro
$558K +$96.8K +6,780 +20%
CWA
878
Constellation Wealth Advisors
New York
$553K
MWVC
879
Morgens Waterfall Vintiadis & Co
New York
$552K -$6.28M -440,000 -92%
HW
880
Hancock Whitney
Mississippi
$550K -$18.1M -1,267,412 -97%
EB
881
Eastern Bank
Massachusetts
$548K -$20.9K -1,464 -4%
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$547K -$35.6K -2,496 -6%
PCM
883
Parsons Capital Management
Rhode Island
$536K +$7.14K +500 +1%
HCM
884
Hengehold Capital Management
Ohio
$531K -$4.28K -300 -0.8%
CMANY
885
Capital Management Associates (New York)
New York
$526K -$9.99K -700 -2%
ARMC
886
American Research & Management Company
Massachusetts
$520K
BBA
887
BLB&B Advisors
Pennsylvania
$519K -$1.43K -100 -0.3%
PWW
888
Pettyjohn Wood & White
Virginia
$519K +$7.52K +527 +1%
FLPIM
889
F.L. Putnam Investment Management
Massachusetts
$517K -$14.3K -1,000 -3%
NES
890
New England Securities
New York
$516K +$72.2K +5,057 +16%
NAM
891
NTV Asset Management
West Virginia
$514K -$4.28K -300 -0.8%
AIM
892
Avity Investment Management
Connecticut
$514K
RCM
893
Reynolds Capital Management
Nevada
$509K -$153K -10,700 -22%
BO
894
Bank OZK
Arkansas
$509K +$528K +36,958 New
OIA
895
Optimum Investment Advisors
Illinois
$508K +$525K +36,780 New
MPIA
896
Mountain Pacific Investment Advisers
Idaho
$501K -$50K -3,500 -9%
IPC
897
Independent Portfolio Consultants
Florida
$500K +$357 +25 +0.1%
PRA
898
Parametric Risk Advisors
Connecticut
$499K
FMWA
899
Forvis Mazars Wealth Advisors
Missouri
$496K -$31K -2,170 -6%
HCC
900
Hirtle Callaghan & Co
Pennsylvania
$496K +$514K +35,972 New

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.