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Bank of America

1,331 hedge funds and large institutions have $97.5B invested in Bank of America in 2014 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 499 increasing their positions, 571 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

112.34% more ownership

Funds ownership: 1,115.72%1,228.07% (+112%)

1% less funds holding

Funds holding: 1,3401,331 (-9)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

10% less capital invested

Capital invested by funds: $108B → $97.5B (-$10.8B)

13% less repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 571

20% less funds holding in top 10

Funds holding in top 10: 146117 (-29)

33% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $2.68B

Holders
1,331
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
38.26%
Holding in Top 10
117
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-19.86%
% of All Funds
3.36%
New
92
Increased
499
Reduced
571
Closed
93
Calls
$1.8B
Puts
$2.68B
Net Calls
-$887M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
876
Brighton Jones LLC
Washington
$813K -$22.5K -1,449 -3%
SAS
877
Stelac Advisory Services
New York
$812K
PAMG
878
Patton Albertson Miller Group
Tennessee
$812K +$321K +20,645 +64%
FNBTCON
879
First National Bank & Trust Co of Newtown
Pennsylvania
$801K -$42.4K -2,732 -5%
FNT
880
First National Trust
Pennsylvania
$801K +$101K +6,488 +14%
WT
881
Washington Trust
Rhode Island
$793K -$63.2K -4,072 -7%
GC
882
Grimes & Company
Massachusetts
$792K +$78K +5,019 +11%
JIC
883
Johnson Investment Counsel
Ohio
$784K +$411K +26,476 +108%
MME
884
Meag Munich Ergo
Germany
$770K -$18M -1,161,867 -96%
WA
885
WFG Advisors
Texas
$769K -$343K -22,087 -31%
MFP
886
Michael F. Price
$769K
ICM
887
IMS Capital Management
Oregon
$763K +$9.32K +600 +1%
GRQ
888
Gardner Russo & Quinn
Pennsylvania
$761K
RC
889
RegentAtlantic Capital
New Jersey
$761K +$259K +16,665 +51%
TFA
890
Transamerica Financial Advisors
Florida
$760K +$16.6K +1,072 +2%
MCM
891
Murphy Capital Management
New Jersey
$752K -$10.9K -700 -1%
Verition Fund Management
892
Verition Fund Management
Connecticut
$740K +$747K +48,128 New
CTA
893
Colonial Trust Advisors
South Carolina
$732K
CCMG
894
Clark Capital Management Group
Pennsylvania
$730K -$135K -8,702 -15%
KIA
895
King Investment Advisors
Texas
$727K -$40.4K -2,600 -5%
OL
896
OTA LLC
New York
$724K +$732K +47,158 New
CTI
897
Community Trust & Investment
Kentucky
$722K +$62.1K +4,000 +9%
FANJ
898
Financial Architects (New Jersey)
New Jersey
$721K +$23.1K +1,490 +3%
PFS
899
Prospera Financial Services
Texas
$720K -$99.5K -6,406 -12%
GG
900
Gofen & Glossberg
Illinois
$717K -$10.3K -663 -1%

BAC Hedge Fund Activity: Q2 2014 in Review

1,331 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2014, worth a combined $97.5B — down 10% from $108B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of BAC and 92 opened new positions — a net loss of 1 holder — while 571 trimmed existing stakes and 499 added.

The largest buyer was Norges Bank, adding an estimated $1.29B. The largest seller was Fidelity Investments, cutting an estimated $559M.

  • 1,331 institutional investors held Bank of America (BAC) as of Q2 2014, down from 1,340 in Q1 2014.
  • Funds reported $97.5B of Bank of America stock for Q2 2014, down 10% quarter-over-quarter.
  • 92 funds opened new Bank of America positions in Q2 2014 and 93 closed out, a net change of -1 holder.
  • The largest Bank of America buyer in Q2 2014 was Norges Bank, an estimated $1.29B added.
  • The largest Bank of America seller in Q2 2014 was Fidelity Investments, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2014.