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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
Lazard Asset Management
76
Lazard Asset Management
New York
$277M -$28.1M -1,895,107 -10%
BIM
77
BlackRock Investment Management
Delaware
$273M -$9.55M -643,889 -4%
TA
78
Teachers Advisors
New York
$270M -$22.9M -1,543,760 -8%
SOMRS
79
State of Michigan Retirement System
Michigan
$268M -$193K -13,006 -0.1%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$263M +$3.41M +230,000 +1%
MTB
81
Mizuho Trust & Banking
Japan
$249M +$1.66M +111,917 +0.8%
PIM
82
Platinum Investment Management
Australia
$234M -$80.6M -5,434,401 -27%
LBA
83
Letko, Brosseau & Associates
Quebec, Canada
$230M -$4.34M -292,417 -2%
WT
84
Wellcome Trust
United Kingdom
$226M
Franklin Resources
85
Franklin Resources
California
$225M -$22.5M -1,517,139 -10%
OH
86
Orbis Holdings
Bermuda
$219M +$209M +14,068,587 New
PP
87
Prudential plc
United Kingdom
$215M +$14.3M +965,400 +8%
JHIU
88
Janus Henderson Investors US
Colorado
$208M -$207M -13,927,152 -51%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$207M -$1.63M -110,110 -0.8%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$202M -$12.9M -871,372 -6%
BJ
91
BlackRock Japan
Japan
$194M -$3.87M -260,676 -2%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$190M +$127M +8,567,623 +236%
Arrowstreet Capital
93
Arrowstreet Capital
Massachusetts
$187M +$178M +11,999,441 New
Principal Financial Group
94
Principal Financial Group
Iowa
$184M -$959K -64,617 -0.5%
Renaissance Technologies
95
Renaissance Technologies
New York
$181M +$163M +10,965,734 +1,687%
APG Asset Management
96
APG Asset Management
Netherlands
$173M -$3.92M -264,463 -2%
SONJCPFA
97
State of New Jersey Common Pension Fund A
New Jersey
$172M -$12.3M -828,615 -7%
Schroder Investment Management Group
98
Schroder Investment Management Group
United Kingdom
$171M -$35.5M -2,392,146 -18%
SSM
99
Sound Shore Management
Connecticut
$161M -$2.67M -180,187 -2%
Massachusetts Financial Services
100
Massachusetts Financial Services
Massachusetts
$161M -$7.07M -476,900 -4%

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.