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Bank of America

1,331 hedge funds and large institutions have $97.5B invested in Bank of America in 2014 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 499 increasing their positions, 571 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

112.34% more ownership

Funds ownership: 1,115.72%1,228.07% (+112%)

1% less funds holding

Funds holding: 1,3401,331 (-9)

1% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 93

10% less capital invested

Capital invested by funds: $108B → $97.5B (-$10.8B)

13% less repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 571

20% less funds holding in top 10

Funds holding in top 10: 146117 (-29)

33% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $2.68B

Holders
1,331
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
38.26%
Holding in Top 10
117
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-19.86%
% of All Funds
3.36%
New
92
Increased
499
Reduced
571
Closed
93
Calls
$1.8B
Puts
$2.68B
Net Calls
-$887M
Net Calls Change
-$551M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
1026
NBT Bank
New York
$370K -$31.8K -2,045 -8%
S
1027
SignatureFD
Georgia
$369K +$15.9K +1,024 +4%
CCM
1028
Coldstream Capital Management
Washington
$369K +$179K +11,515 +92%
III
1029
Independent Investors Inc
New York
$364K -$262K -16,900 -42%
EFSCE
1030
Enterprise Financial Services Corp (EFSC)
Missouri
$360K -$15.5K -999 -4%
HPCM
1031
High Pointe Capital Management
Illinois
$360K +$3.88K +250 +1%
CS
1032
Comerica Securities
Michigan
$359K -$3.18K -205 -0.9%
GSBTD
1033
Glenview State Bank Trust Department
Illinois
$355K -$53.5K -3,444 -13%
PIC
1034
Portland Investment Counsel
Ontario, Canada
$351K +$355K +22,840 New
CG
1035
Colony Group
Massachusetts
$350K -$30.2K -1,944 -8%
CIS
1036
Connors Investor Services
Pennsylvania
$349K -$9.71K -625 -3%
BRWM
1037
B. Riley Wealth Management
Tennessee
$348K -$111K -7,137 -24%
CFG
1038
CKW Financial Group
Hawaii
$347K -$45.9K -2,958 -12%
CG
1039
Clinton Group
New York
$346K +$350K +22,542 New
GW
1040
GW & Wade
Massachusetts
$344K +$16 +1 +0%
AA
1041
Ancora Advisors
Ohio
$340K +$606 +39 +0.2%
BIC
1042
Bridges Investment Counsel
Nebraska
$339K
PVWM
1043
Point View Wealth Management
New Jersey
$338K +$23.7K +1,529 +7%
LCP
1044
Legacy Capital Partners
Wisconsin
$336K -$168K -10,800 -33%
IF
1045
IRON Financial
Illinois
$336K -$120K -7,695 -26%
WC
1046
Whitney & Co
New York
$335K -$7.77K -500 -2%
CCM
1047
Cohen Capital Management
California
$333K
ACM
1048
Aviance Capital Management
Florida
$331K -$1.08M -69,233 -76%
MCM
1049
Manchester Capital Management
Vermont
$330K -$5.56K -358 -2%
AFS
1050
Aft Forsyth & Sober
Florida
$330K

BAC Hedge Fund Activity: Q2 2014 in Review

1,331 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2014, worth a combined $97.5B — down 10% from $108B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of BAC and 92 opened new positions — a net loss of 1 holder — while 571 trimmed existing stakes and 499 added.

The largest buyer was Norges Bank, adding an estimated $1.29B. The largest seller was Fidelity Investments, cutting an estimated $559M.

  • 1,331 institutional investors held Bank of America (BAC) as of Q2 2014, down from 1,340 in Q1 2014.
  • Funds reported $97.5B of Bank of America stock for Q2 2014, down 10% quarter-over-quarter.
  • 92 funds opened new Bank of America positions in Q2 2014 and 93 closed out, a net change of -1 holder.
  • The largest Bank of America buyer in Q2 2014 was Norges Bank, an estimated $1.29B added.
  • The largest Bank of America seller in Q2 2014 was Fidelity Investments, an estimated $559M sold.

Based on aggregated 13F filings for Q2 2014.