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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
IC
976
InterOcean Capital
Illinois
$477K +$119K +7,654 +33%
WA
977
WESPAC Advisors
California
$475K -$36.3K -2,335 -7%
FMWA
978
Forvis Mazars Wealth Advisors
Missouri
$474K -$103K -6,602 -18%
ISL
979
Ingalls & Snyder LLC
New York
$474K +$777 +50 +0.2%
CHC
980
City Holding Co
West Virginia
$474K +$55.9K +3,600 +13%
DGI
981
Disciplined Growth Investors
Minnesota
$470K +$475K +30,565 New
BC
982
Burney Company
Virginia
$463K +$54.8K +3,529 +13%
BCMU
983
BlueCrest Capital Management (UK)
Guernsey
$462K +$467K +30,075 New
OCM
984
Orleans Capital Management
Louisiana
$461K
MSFP
985
Mark Sheptoff Financial Planning
Connecticut
$456K -$57.5K -3,699 -11%
BP
986
Ballentine Partners
Massachusetts
$454K -$14.3K -918 -3%
HW
987
Hancock Whitney
Mississippi
$453K -$120K -7,739 -21%
FMB
988
Field & Main Bank
Kentucky
$453K +$85.8K +5,525 +23%
BIM
989
Beach Investment Management
Pennsylvania
$444K +$449K +28,880 New
SIM
990
SSI Investment Management
California
$442K -$9.29K -598 -2%
RNS
991
Robert N. Shapiro
$440K -$24K -1,544 -5%
HH
992
Hilltop Holdings
Texas
$438K +$1.09K +70 +0.2%
CCC
993
Chelsea Counsel Company
California
$437K -$71.4K -4,600 -14%
BAC
994
Boys Arnold & Co
North Carolina
$437K -$14.9K -958 -3%
EWM
995
Empirical Wealth Management
Washington
$437K
RIA
996
Regal Investment Advisors
Michigan
$436K -$26.5K -1,705 -6%
MSU
997
Maple Securities USA
New Jersey
$431K -$75.3K -4,847 -15%
VCAM
998
Van Cleef Asset Management
Ohio
$431K -$52.8K -3,400 -11%
PSI
999
Pinnacle Summer Investments
Virginia
$426K +$171K +11,001 +67%
NCCM
1000
Nine Chapters Capital Management
New Jersey
$426K +$430K +27,700 New

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.