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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
PLFAM
1001
Pineno Levin & Ford Asset Management
Virginia
$438K -$7.42K -500 -2%
B
1002
Bailard
California
$438K +$248K +16,700 +146%
BAC
1003
Boys Arnold & Co
North Carolina
$434K -$22.8K -1,540 -5%
ACM
1004
Apex Capital Management
Ohio
$433K
BHBT
1005
Burke & Herbert Bank & Trust
Virginia
$430K -$3.34K -225 -0.8%
JWA
1006
JFS Wealth Advisors
Pennsylvania
$427K -$8.68K -585 -2%
BAS
1007
Brown Advisory Securities
Maryland
$425K -$26.2K -1,763 -6%
IC
1008
InterOcean Capital
Illinois
$423K +$77.9K +5,250 +24%
BFG
1009
Beacon Financial Group
Texas
$422K -$7.73K -521 -2%
CAS
1010
CTC Alternative Strategies
Illinois
$420K -$90.7K -6,114 -18%
LJAC
1011
L.J. Altfest & Co
New York
$419K +$399K +26,891 New
CAM
1012
Cubic Asset Management
Massachusetts
$418K -$55.6K -3,750 -12%
CFG
1013
CKW Financial Group
Hawaii
$418K +$398K +26,812 New
LIM
1014
Lathrop Investment Management
Arkansas
$415K -$1.76K -119 -0.4%
PPSG
1015
Princeton Portfolio Strategies Group
New Jersey
$413K -$2.25K -152 -0.6%
RC
1016
Riversville Capital
Connecticut
$411K
NCM
1017
Newgate Capital Management
Connecticut
$405K
NB
1018
NBT Bank
New York
$404K +$32K +2,155 +9%
RC
1019
Reik & Co
New York
$401K
WP
1020
WMS Partners
Maryland
$400K +$94.8K +6,389 +33%
MSR
1021
Main Street Research
Connecticut
$396K -$30.2K -2,034 -7%
PAM
1022
Princeton Alpha Management
New Jersey
$395K +$376K +25,360 New
IF
1023
IRON Financial
Illinois
$392K +$374K +25,187 New
T
1024
Thomaspartners
Massachusetts
$390K +$74.8K +5,041 +25%
CCA
1025
Checchi Capital Advisers
California
$390K +$372K +25,073 New

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.