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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
CC
1001
Cipher Capital
New York
$279K +$289K +20,234 New
T
1002
Thomaspartners
Massachusetts
$277K +$3.11K +218 +1%
AC
1003
Addenda Capital
Quebec, Canada
$276K -$228K -16,000 -44%
TCB
1004
Texas Capital Bancshares
Texas
$276K
HA
1005
Halsey Associates
Connecticut
$272K
SCM
1006
Sterneck Capital Management
Missouri
$272K +$15.7K +1,100 +6%
CBN
1007
Cadence Bank NA
Texas
$271K -$45.1K -3,162 -14%
1GA
1008
1st Global Advisors
Texas
$270K -$41.3K -2,895 -13%
HPBT
1009
High Point Bank & Trust
North Carolina
$270K +$5.25K +368 +2%
TFA
1010
Transamerica Financial Advisors
Florida
$270K +$29.3K +2,050 +12%
ACMI
1011
Amida Capital Management II
New York
$269K +$193K +13,500 +225%
WP
1012
WMS Partners
Maryland
$266K +$28.6K +2,000 +12%
BC
1013
Burney Company
Virginia
$265K +$14.6K +1,024 +6%
FA
1014
FCG Advisors
New Jersey
$264K -$1.34K -94 -0.5%
LIA
1015
LBMC Investment Advisors
Tennessee
$262K +$357 +25 +0.1%
JT
1016
Jump Trading
Illinois
$261K +$49.1K +3,439 +22%
FCB
1017
First Citizens Bancorporation
South Carolina
$260K +$21.9K +1,531 +9%
SSWM
1018
Sheets Smith Wealth Management
North Carolina
$259K -$2.14K -150 -0.8%
PFM
1019
Parsec Financial Management
North Carolina
$256K -$9.42K -660 -3%
PWAP
1020
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$255K
GCM
1021
Grisanti Capital Management
New York
$254K +$263K +18,405 New
SHWM
1022
Smith & Howard Wealth Management
Georgia
$253K +$70K +4,901 +37%
RVP
1023
Relative Value Partners
Illinois
$252K
ANBTV
1024
American National Bank & Trust (Virginia)
Virginia
$251K +$23.3K +1,634 +10%
VDI
1025
Vaughan David Investments
Illinois
$248K +$8.28K +580 +3%

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.