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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
TSWM
901
Triangle Securities Wealth Management
North Carolina
$494K
GA
902
Geneva Advisors
Illinois
$493K +$7.37K +516 +1%
Envestnet Asset Management
903
Envestnet Asset Management
Illinois
$492K -$27.2K -1,908 -5%
KCM
904
Kornitzer Capital Management
Kansas
$489K +$7.14K +500 +1%
BC
905
Banced Corp
Illinois
$487K -$9.36K -656 -2%
NEPWA
906
New England Private Wealth Advisors
Massachusetts
$471K
HMS
907
Hanseatic Management Services
New Mexico
$469K -$1.87M -131,290 -79%
AWS
908
Aris Wealth Services
Pennsylvania
$462K +$111K +7,784 +30%
CAS
909
CTC Alternative Strategies
Illinois
$457K -$96.9K -6,786 -17%
SCI
910
S&CO Inc
Massachusetts
$453K +$97.6K +6,840 +26%
WSTAM
911
Wilbanks Smith & Thomas Asset Management
Virginia
$453K +$115K +8,023 +32%
EWA
912
Exencial Wealth Advisors
Oklahoma
$452K -$16.2K -1,135 -3%
EWM
913
Evercore Wealth Management
New York
$452K -$2.6K -182 -0.6%
BIC
914
Bridges Investment Counsel
Nebraska
$450K -$32.1K -2,247 -6%
CAL
915
Capital Analysts LLC
Pennsylvania
$446K +$200K +14,000 +76%
ISL
916
Ingalls & Snyder LLC
New York
$446K -$26.1K -1,825 -5%
AI
917
Atria Investments
North Carolina
$441K -$55.5K -3,888 -11%
VCAM
918
Van Cleef Asset Management
Ohio
$434K -$26.8K -1,875 -6%
MCM
919
MAI Capital Management
Ohio
$425K -$353K -24,700 -44%
CAM
920
Cubic Asset Management
Massachusetts
$422K
OCM
921
Orleans Capital Management
Louisiana
$414K
PWLP
922
Prio Wealth Limited Partnership
Massachusetts
$414K +$28.6K +2,000 +7%
BP
923
Ballentine Partners
Massachusetts
$414K +$137K +9,609 +47%
BAC
924
Boys Arnold & Co
North Carolina
$406K -$30K -2,101 -7%
CHAM
925
Clear Harbor Asset Management
Connecticut
$406K +$419K +29,385 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.