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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
BAS
926
Brown Advisory Securities
Maryland
$405K -$7.69K -539 -2%
HCM
927
Highbridge Capital Management
New York
$402K -$4.59M -321,367 -92%
CCT
928
Country Club Trust
Missouri
$398K -$1.01M -70,930 -71%
BB
929
Busey Bank
Illinois
$397K
ANTB
930
AMG National Trust Bank
Colorado
$396K +$2.85K +200 +0.7%
PLFAM
931
Pineno Levin & Ford Asset Management
Virginia
$395K
NIM
932
Nexus Investment Management
Ontario, Canada
$392K -$5.71K -400 -1%
JWA
933
JFS Wealth Advisors
Pennsylvania
$387K -$5.21K -365 -1%
BFG
934
Beacon Financial Group
Texas
$385K +$395K +27,666 New
BHBT
935
Burke & Herbert Bank & Trust
Virginia
$384K -$11.4K -800 -3%
ACM
936
Apex Capital Management
Ohio
$384K +$5.92K +415 +2%
SBH
937
Segall Bryant & Hamill
Illinois
$380K +$157K +11,030 +67%
MSR
938
Main Street Research
Connecticut
$379K -$15.3K -1,075 -4%
SCM
939
Signia Capital Management
Washington
$369K
LIM
940
Lathrop Investment Management
Arkansas
$369K +$6.78K +475 +2%
PPSG
941
Princeton Portfolio Strategies Group
New Jersey
$368K -$3.03K -212 -0.8%
RC
942
Riversville Capital
Connecticut
$364K
NCM
943
Newgate Capital Management
Connecticut
$359K
EWA
944
EP Wealth Advisors
California
$359K +$135K +9,479 +57%
FNBOH
945
First National Bank of Hutchinson
Kansas
$358K -$353K -24,704 -49%
RC
946
Reik & Co
New York
$355K
EA
947
Emerald Advisers
Pennsylvania
$354K +$114K +7,981 +45%
SGAM
948
Steinberg Global Asset Management
Florida
$353K -$6.72K -471 -2%
PFBT
949
Parkside Financial Bank & Trust
Missouri
$349K -$61.9K -4,334 -15%
EC
950
EJF Capital
Virginia
$345K

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.