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Bank of America
BAC

Overview Fund Activity

1,328 hedge funds and large institutions have $99B invested in Bank of America in 2013 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 417 increasing their positions, 557 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,328
Holders Change
+105
Holders Change %
+8.59%
% of All Funds
38.57%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
3.46%
New
192
Increased
417
Reduced
557
Closed
73
Calls
$2.38B
Puts
$2.52B
Net Calls
-$139M
Net Calls Change
+$325M

Top Buyers

1
IC
Institutional Capital
Illinois
$662M
2
N
Natixis
France
$420M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$522M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.89B
5
OH
Orbis Holdings
Bermuda
$219M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.52B
2
Ameriprise
Ameriprise
Minnesota
$514M
3
Deutsche Bank
Deutsche Bank
Germany
$712M
4
JHIU
Janus Henderson Investors US
Colorado
$208M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
1001
Bailard
California
$438K +$260K +16,700 +146%
BAC
1002
Boys Arnold & Co
North Carolina
$434K -$24K -1,540 -5%
ACM
1003
Apex Capital Management
Ohio
$433K – – –
BHBT
1004
Burke & Herbert Bank & Trust
Virginia
$430K -$3.5K -225 -0.8%
JWA
1005
JFS Wealth Advisors
Pennsylvania
$427K -$9.1K -585 -2%
BAS
1006
Brown Advisory Securities
Maryland
$425K -$27.3K -1,763 -6%
IC
1007
InterOcean Capital
Illinois
$423K +$81.7K +5,250 +24%
BFG
1008
Beacon Financial Group
Texas
$422K -$8.1K -521 -2%
CAS
1009
CTC Alternative Strategies
Illinois
$420K -$95.2K -6,114 -18%
LJAC
1010
L.J. Altfest & Co
New York
$419K +$419K +26,891 New
CAM
1011
Cubic Asset Management
Massachusetts
$418K -$58.4K -3,750 -12%
CFG
1012
CKW Financial Group
Hawaii
$418K +$418K +26,812 New
LIM
1013
Lathrop Investment Management
Arkansas
$415K -$1.86K -119 -0.4%
PPSG
1014
Princeton Portfolio Strategies Group
New Jersey
$413K -$2.37K -152 -0.6%
RC
1015
Riversville Capital
Connecticut
$411K – – –
NCM
1016
Newgate Capital Management
Connecticut
$405K – – –
NB
1017
NBT Bank
New York
$404K +$33.6K +2,155 +9%
RC
1018
Reik & Co
New York
$401K – – –
WP
1019
WMS Partners
Maryland
$400K +$99.4K +6,389 +33%
MSR
1020
Main Street Research
Connecticut
$396K -$31.7K -2,034 -7%
PAM
1021
Princeton Alpha Management
New Jersey
$395K +$395K +25,360 New
IF
1022
IRON Financial
Illinois
$392K +$392K +25,187 New
T
1023
Thomaspartners
Massachusetts
$390K +$78.4K +5,041 +25%
CCA
1024
Checchi Capital Advisers
California
$390K +$390K +25,073 New
WCM
1025
Weston Capital Management
California
$389K – – –
39 40
41
42 43