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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
AIM
901
Aspen Investment Management
Michigan
$717K +$3.49K +225 +0.5%
MIM
902
Montgomery Investment Management
Maryland
$714K -$125K -8,054 -15%
PCA
903
Peddock Capital Advisors
Massachusetts
$712K +$11.7K +753 +2%
EA
904
Emerald Advisers
Pennsylvania
$706K -$67.3K -4,335 -9%
DCM
905
Donaldson Capital Management
Indiana
$706K -$23.6K -1,517 -3%
TAM
906
Todd Asset Management
Kentucky
$704K -$44.2M -2,849,119 -98%
AIM
907
Avity Investment Management
Connecticut
$697K +$19.9K +1,281 +3%
HCM
908
Hengehold Capital Management
Ohio
$696K -$1.55K -100 -0.2%
SWP
909
Stratos Wealth Partners
Ohio
$695K +$694K +44,678 New
SFSG
910
Stearns Financial Services Group
North Carolina
$690K +$34.4K +2,217 +5%
CICI
911
Capital Investment Counsel Inc
North Carolina
$689K -$18K -1,159 -3%
AGA
912
Accuvest Global Advisors
Utah
$676K
SLF
913
Sun Life Financial
Ontario, Canada
$676K
CCA
914
Checchi Capital Advisers
California
$675K +$141K +9,108 +26%
SOAMC
915
Spirit of America Management Corp
New York
$662K -$155K -10,000 -19%
TAM
916
Tocqueville Asset Management
New York
$660K +$78.9K +5,081 +13%
PCM
917
Parsons Capital Management
Rhode Island
$656K +$26.4K +1,700 +4%
Connor, Clark & Lunn Investment Management (CC&L)
918
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$650K -$1.34M -86,000 -68%
MBTD
919
Mechanics Bank - Trust Department
California
$648K -$3.88K -250 -0.6%
LWCFA
920
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$643K
OIA
921
Optimum Investment Advisors
Illinois
$643K +$78.1K +5,029 +14%
SC
922
Savant Capital
Illinois
$641K -$56.7K -3,650 -8%
IIC
923
Ironwood Investment Counsel
Arizona
$641K -$1.55K -100 -0.2%
HI
924
Hudock Inc
Pennsylvania
$641K +$19.4K +1,252 +3%
PCA
925
PL Capital Advisors
Florida
$638K -$334K -21,500 -34%

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.