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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
Franklin Resources
76
Franklin Resources
California
$220M +$7.54M +528,067 +3%
PI
77
Putnam Investments
Massachusetts
$214M -$13.4M -937,608 -6%
LBA
78
Letko, Brosseau & Associates
Quebec, Canada
$207M +$231K +16,150 +0.1%
WT
79
Wellcome Trust
United Kingdom
$200M +$14.3M +1,000,000 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
80
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$200M -$13.3M -931,555 -6%
MTB
81
Mizuho Trust & Banking
Japan
$191M
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$191M -$10.3M -724,480 -5%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$185M -$27.5M -1,929,415 -13%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$185M +$5.99M +419,365 +3%
EVM
85
Eaton Vance Management
Massachusetts
$184M +$44.5M +3,119,471 +31%
PP
86
Prudential plc
United Kingdom
$177M +$4.47M +313,307 +3%
BJ
87
BlackRock Japan
Japan
$175M -$10.5M -733,304 -5%
BIP
88
Brandes Investment Partners
California
$174M -$9.65M -675,902 -5%
SG Americas Securities
89
SG Americas Securities
New York
$166M -$139M -9,710,697 -45%
SONJCPFA
90
State of New Jersey Common Pension Fund A
New Jersey
$164M -$1.43M -100,000 -0.8%
Principal Financial Group
91
Principal Financial Group
Iowa
$164M -$3.38M -236,674 -2%
WRF
92
Waddell & Reed Financial
Kansas
$160M +$165M +11,589,395 New
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$159M +$121M +8,485,860 +280%
APG Asset Management
94
APG Asset Management
Netherlands
$157M -$31.6M -2,212,565 -16%
Massachusetts Financial Services
95
Massachusetts Financial Services
Massachusetts
$149M -$379K -26,575 -0.2%
AQR Capital Management
96
AQR Capital Management
Connecticut
$147M +$73.8M +5,168,367 +94%
SSM
97
Sound Shore Management
Connecticut
$145M -$5.48M -383,801 -4%
Loomis, Sayles & Company
98
Loomis, Sayles & Company
Massachusetts
$137M +$329K +23,082 +0.2%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$127M -$2.88M -201,791 -2%
WHG
100
Westwood Holdings Group
Texas
$122M +$16.8M +1,177,848 +15%

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.