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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
OIM
876
Orca Investment Management
Oregon
$828K +$789K +53,161 New
SAS
877
Stelac Advisory Services
New York
$823K
BFS
878
Bradley Foster & Sargent
Connecticut
$821K -$14.3K -964 -2%
HCM
879
Hodges Capital Management
Texas
$820K +$41.8K +2,815 +6%
ECM
880
Endex Capital Management
Kansas
$819K
SFSIG
881
San Francisco Sentry Investment Group
California
$802K +$3.71K +250 +0.5%
AIM
882
Avity Investment Management
Connecticut
$795K +$205K +13,800 +37%
CD
883
Carl Domino
Florida
$780K +$23.7K +1,599 +3%
MFP
884
Michael F. Price
$779K -$297K -20,000 -29%
Fuller & Thaler Asset Management
885
Fuller & Thaler Asset Management
California
$774K -$211K -14,200 -22%
GRQ
886
Gardner Russo & Quinn
Pennsylvania
$771K
TCOV
887
Trust Company of Vermont
Vermont
$768K
HHGA
888
Halbert Hargrove Global Advisors
California
$764K +$403K +27,175 +124%
GG
889
Gofen & Glossberg
Illinois
$763K -$19.6K -1,323 -3%
KIA
890
King Investment Advisors
Texas
$760K +$724K +48,801 New
IIC
891
Ironwood Investment Counsel
Arizona
$758K -$19.9K -1,342 -3%
FANJ
892
Financial Architects (New Jersey)
New Jersey
$755K +$46K +3,101 +7%
GC
893
Grimes & Company
Massachusetts
$750K +$18.8K +1,269 +3%
CG
894
Clinton Group
New York
$749K +$347K +23,397 +95%
BJL
895
Brighton Jones LLC
Washington
$748K -$5.3K -357 -0.7%
SI
896
Standard Investments
New York
$748K +$713K +48,058 New
CICI
897
Capital Investment Counsel Inc
North Carolina
$746K -$13.3K -899 -2%
TCT
898
TIAA CREF Trust
Missouri
$745K +$45.1K +3,040 +7%
BIG
899
Blackthorn Investment Group
Kansas
$742K +$707K +47,629 New
DCM
900
Donaldson Capital Management
Indiana
$733K -$3.83K -258 -0.5%

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.