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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
HCC
951
Hirtle Callaghan & Co
Pennsylvania
$553K +$435 +28 +0.1%
CCT
952
Country Club Trust
Missouri
$553K +$106K +6,824 +23%
MPIA
953
Mountain Pacific Investment Advisers
Idaho
$551K
AWA
954
AmeriServ Wealth Advisors
Pennsylvania
$543K -$146K -9,400 -21%
CMANY
955
Capital Management Associates (New York)
New York
$535K -$7.77K -500 -1%
ASN
956
Advisory Services Network
Georgia
$533K +$38.4K +2,474 +8%
PWLP
957
Prio Wealth Limited Partnership
Massachusetts
$526K +$19.4K +1,250 +4%
BCM
958
Bourgeon Capital Management
Connecticut
$525K +$155K +10,000 +41%
AF
959
Allworth Financial
California
$524K +$27.3K +1,755 +5%
PTC
960
Private Trust Company
Ohio
$521K +$143K +9,229 +37%
WP
961
WMS Partners
Maryland
$519K +$33.1K +2,130 +7%
AI
962
Atria Investments
North Carolina
$517K +$1.18K +76 +0.2%
FHC
963
First Heartland Consultants
Missouri
$511K +$33.3K +2,146 +7%
EWA
964
Exencial Wealth Advisors
Oklahoma
$509K -$10.7K -691 -2%
ANTB
965
AMG National Trust Bank
Colorado
$509K -$2.33K -150 -0.5%
SFU
966
Stonehage Fleming (UK)
United Kingdom
$504K -$30.6K -1,970 -6%
NEPWA
967
New England Private Wealth Advisors
Massachusetts
$504K -$16.8K -1,082 -3%
ACH
968
ArrowMark Colorado Holdings
Colorado
$501K +$506K +32,600 New
SLA
969
Silver Lake Advisory
Utah
$493K -$8.76K -564 -2%
NES
970
New England Securities
New York
$493K +$75.3K +4,847 +18%
RCA
971
Rex Capital Advisors
Rhode Island
$491K
SBH
972
Segall Bryant & Hamill
Illinois
$490K +$64.8K +4,170 +15%
MHS
973
M Holdings Securities
Oregon
$485K +$254K +16,365 +108%
AWS
974
Aris Wealth Services
Pennsylvania
$479K +$26.2K +1,686 +6%
BB
975
Busey Bank
Illinois
$478K -$3.46K -223 -0.7%

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.