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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
SAMC
926
Shinko Asset Management Company
Japan
$633K -$31.1K -2,000 -5%
AC
927
Addison Capital
Pennsylvania
$633K
BFG
928
Beacon Financial Group
Texas
$631K +$210K +13,552 +49%
WSTAM
929
Wilbanks Smith & Thomas Asset Management
Virginia
$619K +$64.1K +4,126 +11%
CWA
930
Constellation Wealth Advisors
New York
$616K
RIG
931
Roosevelt Investment Group
New York
$615K -$15.7K -1,013 -2%
BOC
932
Barbara Oil Co
Illinois
$615K
TRCT
933
Tower Research Capital (TRC)
New York
$609K +$518K +33,371 +536%
BWAM
934
Boyd Watterson Asset Management
Ohio
$608K +$614K +39,527 New
BFA
935
Bragg Financial Advisors
North Carolina
$607K -$40.2K -2,587 -6%
PHS
936
Pekin Hardy Strauss
Illinois
$603K -$916 -59 -0.2%
TCOV
937
Trust Company of Vermont
Vermont
$602K -$23.1K -1,486 -4%
BO
938
Bank OZK
Arkansas
$599K +$27.7K +1,781 +5%
MA
939
MCF Advisors
Kentucky
$584K
Envestnet Asset Management
940
Envestnet Asset Management
Illinois
$574K +$38.2K +2,458 +7%
ARMC
941
American Research & Management Company
Massachusetts
$573K
NAM
942
NTV Asset Management
West Virginia
$572K -$1.55K -100 -0.3%
PWS
943
Peloton Wealth Strategists
Indiana
$572K +$669K +43,100 New
PL
944
Perpetual Ltd
Australia
$569K +$62.1K +4,000 +12%
FM
945
Forward Management
California
$569K +$575K +37,000 New
RAM
946
RWC Asset Management
United Kingdom
$561K +$25.7K +1,657 +5%
PFBT
947
Parkside Financial Bank & Trust
Missouri
$561K +$62.7K +4,039 +12%
TSWM
948
Triangle Securities Wealth Management
North Carolina
$560K +$2.3K +148 +0.4%
PRA
949
Parametric Risk Advisors
Connecticut
$556K
SCI
950
S&CO Inc
Massachusetts
$555K +$50.5K +3,250 +10%

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.