We are live on ! Find out more
BAC icon

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
JIC
1026
Johnson Investment Counsel
Ohio
$244K -$14.2K -995 -5%
MCC
1027
Mid Continent Capital
Illinois
$244K
NAM
1028
North American Management
Massachusetts
$244K +$13.6K +950 +6%
VNA
1029
VNBTrust National Association
Virginia
$242K
RCG
1030
Ruane, Cunniff & Goldfarb
New York
$241K -$3.08K -216 -1%
ESBC
1031
E.S. Barr & Co
Kentucky
$241K
ZIC
1032
ZWJ Investment Counsel
Georgia
$240K
DT
1033
Diversified Trust
Tennessee
$239K -$26.5K -1,857 -10%
WKA
1034
Wilson Kemp & Associates
Michigan
$238K -$115K -8,090 -32%
MWP
1035
MYCIO Wealth Partners
Pennsylvania
$238K -$528 -37 -0.2%
WAM
1036
Weatherly Asset Management
California
$238K +$13.2K +923 +6%
CIC
1037
Crawford Investment Counsel
Georgia
$237K -$5.35K -375 -2%
WOC
1038
West Oak Capital
California
$236K +$20.8K +1,459 +9%
BBI
1039
Baxter Bros Inc
Connecticut
$236K
DIA
1040
Denver Investment Advisors
Colorado
$236K
WIS
1041
Wright Investors Service
Connecticut
$236K
HFM
1042
Hartford Financial Management
Connecticut
$235K -$14.3K -1,003 -6%
CA
1043
Corrado Advisors
New Jersey
$235K +$1.68K +118 +0.7%
BMO
1044
Beck Mack & Oliver
New York
$234K +$242K +16,946 New
MCM
1045
Maryland Capital Management
Maryland
$232K +$17.1K +1,195 +8%
DCLA
1046
Douglas C. Lane & Associates
New York
$231K -$30.3K -2,121 -11%
ST
1047
Sentinel Trust
Texas
$224K -$1.96M -137,510 -89%
SHA
1048
Smith Hayes Advisers
Nebraska
$223K +$3.23K +226 +1%
DDPIC
1049
Deroy & Devereaux Private Investment Counsel
Michigan
$221K
SGCA
1050
Steel Grove Capital Advisors
Tennessee
$221K

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.