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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
EC
1026
EJF Capital
Virginia
$389K
WCM
1027
Weston Capital Management
California
$389K
PL
1028
Perpetual Ltd
Australia
$389K +$29.7K +2,000 +9%
SH
1029
Scepter Holdings
Texas
$389K +$371K +25,000 New
GIA
1030
GHP Investment Advisors
Colorado
$386K +$15.9K +1,075 +5%
FNBOH
1031
First National Bank of Hutchinson
Kansas
$383K -$20K -1,351 -5%
WA
1032
WealthTrust Axiom
Pennsylvania
$382K -$1.48K -100 -0.4%
S
1033
SignatureFD
Georgia
$375K -$13.5K -913 -4%
LIA
1034
LBMC Investment Advisors
Tennessee
$374K +$74.9K +5,049 +27%
CIP
1035
Convergence Investment Partners
Florida
$373K -$4.55M -306,598 -93%
CWP
1036
Capital Wealth Planning
Florida
$372K -$195K -13,120 -30%
PTC
1037
Private Trust Company
Ohio
$372K +$5.65K +381 +2%
BSB
1038
Bangor Savings Bank
Maine
$367K +$132K +8,887 +60%
CG
1039
Colony Group
Massachusetts
$367K +$349K +23,546 New
FLPIM
1040
F.L. Putnam Investment Management
Massachusetts
$366K -$208K -14,000 -37%
CIS
1041
Connors Investor Services
Pennsylvania
$364K -$8.9K -600 -3%
HCM
1042
Horrell Capital Management
Arkansas
$363K
WEC
1043
Winslow Evans & Crocker
Massachusetts
$363K +$346K +23,319 New
HPCM
1044
High Pointe Capital Management
Illinois
$361K -$26.7K -1,800 -7%
JT
1045
Jump Trading
Illinois
$360K +$62.2K +4,192 +22%
SAM
1046
Symphony Asset Management
California
$359K -$2.28M -153,383 -87%
TFA
1047
Toth Financial Advisory
Virginia
$358K -$8.16K -550 -2%
MCM
1048
Manchester Capital Management
Vermont
$358K
EFSCE
1049
Enterprise Financial Services Corp (EFSC)
Missouri
$357K +$9.43K +636 +3%
11A
1050
10-15 Associates
New York
$356K +$15 +1 +0%

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.