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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
HPCM
951
High Pointe Capital Management
Illinois
$345K
WCM
952
Weston Capital Management
California
$345K
S
953
SignatureFD
Georgia
$345K +$46.1K +3,230 +15%
CG
954
Clinton Group
New York
$341K -$151K -10,572 -30%
WA
955
WealthTrust Axiom
Pennsylvania
$340K -$857 -60 -0.2%
FCH
956
Freestone Capital Holdings
Washington
$340K +$295K +20,666 +181%
CPSAC
957
Chas P. Smith & Associates (CPS)
Florida
$335K -$42.8K -3,000 -11%
NPIT
958
National Penn Investors Trust
Pennsylvania
$332K +$28.6K +2,004 +9%
CIS
959
Connors Investor Services
Pennsylvania
$331K +$342K +23,962 New
BFO
960
Boston Family Office
Massachusetts
$329K +$5.71K +400 +2%
HCM
961
Horrell Capital Management
Arkansas
$328K -$29.8K -2,090 -8%
NB
962
NBT Bank
New York
$328K +$14.2K +992 +4%
GIA
963
GHP Investment Advisors
Colorado
$327K +$15.4K +1,082 +5%
TFA
964
Toth Financial Advisory
Virginia
$325K -$28K -1,959 -8%
PTC
965
Private Trust Company
Ohio
$324K -$2.2K -154 -0.7%
UR
966
USCA RIA
Texas
$319K +$85.7K +6,000 +35%
PL
967
Perpetual Ltd
Australia
$317K -$57.1K -4,000 -15%
MCM
968
Manchester Capital Management
Vermont
$317K -$25.3K -1,772 -7%
11A
969
10-15 Associates
New York
$316K +$71 +5 +0%
ZCA
970
Zeke Capital Advisors
Pennsylvania
$310K
FHC
971
First Heartland Consultants
Missouri
$307K -$16.9K -1,181 -5%
EFSCE
972
Enterprise Financial Services Corp (EFSC)
Missouri
$307K -$7.71K -540 -2%
AA
973
Ancora Advisors
Ohio
$306K
GW
974
GW & Wade
Massachusetts
$306K
WIC
975
Woodmont Investment Counsel
Tennessee
$303K -$7.85K -550 -2%

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.