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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
SAMC
901
Shinko Asset Management Company
Japan
$732K -$59.5K -4,013 -8%
CAL
902
Capital Analysts LLC
Pennsylvania
$732K +$217K +14,650 +45%
SSB
903
Sandy Spring Bank
Maryland
$730K -$34.9K -2,350 -5%
PGFC
904
Peapack-Gladstone Financial Corp
New Jersey
$730K -$113K -7,645 -14%
CCMG
905
Clark Capital Management Group
Pennsylvania
$729K -$42.1K -2,837 -6%
PFS
906
Prospera Financial Services
Texas
$720K +$84.4K +5,690 +14%
AIM
907
Aspen Investment Management
Michigan
$714K -$30K -2,025 -4%
ICM
908
IMS Capital Management
Oregon
$714K +$680K +45,840 New
GHA
909
GW Henssler & Associates
Georgia
$713K +$5.92K +399 +0.9%
FWM
910
Focused Wealth Management
New York
$707K +$357K +24,061 +113%
FNT
911
First National Trust
Pennsylvania
$704K -$10.5K -706 -2%
GA
912
Geneva Advisors
Illinois
$703K +$140K +9,459 +26%
SCCM
913
Schafer Cullen Capital Management
New York
$697K
BG
914
Bollard Group
Massachusetts
$691K -$176K -11,858 -21%
AGA
915
Accuvest Global Advisors
Utah
$685K
SC
916
Savant Capital
Illinois
$682K +$17.1K +1,151 +3%
HCM
917
Hengehold Capital Management
Ohio
$671K +$68K +4,583 +12%
SFSG
918
Stearns Financial Services Group
North Carolina
$664K +$15 +1 +0%
MBTD
919
Mechanics Bank - Trust Department
California
$661K +$3.89K +262 +0.6%
Manulife (Manufacturers Life Insurance)
920
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$658K +$16.1M +1,084,924 +3%
HI
921
Hudock Inc
Pennsylvania
$654K -$29.7K -2,000 -5%
CTA
922
Colonial Trust Advisors
South Carolina
$652K +$18.5K +1,250 +3%
EWM
923
Evercore Wealth Management
New York
$650K +$133K +8,958 +27%
BFA
924
Bragg Financial Advisors
North Carolina
$647K +$617K +41,560 New
PCM
925
Parsons Capital Management
Rhode Island
$633K +$27.2K +1,832 +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.