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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
HCC
951
Hirtle Callaghan & Co
Pennsylvania
$560K
MPIA
952
Mountain Pacific Investment Advisers
Idaho
$559K -$5.67K -382 -1%
EWA
953
Exencial Wealth Advisors
Oklahoma
$557K +$15 +1 +0%
KCM
954
Kornitzer Capital Management
Kansas
$557K +$5.19K +350 +1%
BO
955
Bank OZK
Arkansas
$555K -$19.7K -1,326 -4%
FMWA
956
Forvis Mazars Wealth Advisors
Missouri
$552K -$6.63K -447 -1%
TAM
957
Tocqueville Asset Management
New York
$539K +$514K +34,620 New
NAM
958
NTV Asset Management
West Virginia
$535K -$43.2K -2,915 -8%
RNS
959
Robert N. Shapiro
$532K -$93.2K -6,284 -16%
AF
960
Allworth Financial
California
$530K -$100K -6,773 -17%
HMS
961
Hanseatic Management Services
New Mexico
$529K
GT
962
Glenview Trust
Kentucky
$523K +$499K +33,626 New
FHC
963
First Heartland Consultants
Missouri
$522K +$169K +11,415 +52%
NEPWA
964
New England Private Wealth Advisors
Massachusetts
$521K -$11.9K -800 -2%
AI
965
Atria Investments
North Carolina
$515K +$16.7K +1,128 +4%
CCC
966
Chelsea Counsel Company
California
$514K -$536K -36,117 -52%
EB
967
Eastern Bank
Massachusetts
$512K -$100K -6,751 -17%
SCI
968
S&CO Inc
Massachusetts
$511K
TSWM
969
Triangle Securities Wealth Management
North Carolina
$509K -$45.2K -3,046 -9%
ISL
970
Ingalls & Snyder LLC
New York
$504K +$1.33K +90 +0.3%
SLA
971
Silver Lake Advisory
Utah
$503K +$479K +32,299 New
TFA
972
Transamerica Financial Advisors
Florida
$499K +$185K +12,500 +64%
ACH
973
ArrowMark Colorado Holdings
Colorado
$498K -$4.61M -310,900 -91%
RCA
974
Rex Capital Advisors
Rhode Island
$498K -$177K -11,946 -27%
WSTAM
975
Wilbanks Smith & Thomas Asset Management
Virginia
$494K -$15.8K -1,064 -3%

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.