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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
TSW
1051
Thompson Siegel & Walmsley
Virginia
$221K
HR
1052
Howe & Rusling
New York
$220K -$21.4K -1,502 -9%
RC
1053
RegentAtlantic Capital
New Jersey
$220K +$8.34K +584 +4%
BHWM
1054
Bar Harbor Wealth Management
New Hampshire
$219K -$21.1K -1,481 -9%
SA
1055
Strategic Advisors
New York
$219K +$36.9K +2,584 +19%
WA
1056
Waverly Advisors
Alabama
$217K
AAM
1057
Augustine Asset Management
Florida
$216K
CL
1058
CPWM LLC
Washington
$215K
BCM
1059
Becker Capital Management
Oregon
$215K +$28.6K +2,000 +15%
SJL
1060
Shayne & Jacobs LLC
Tennessee
$214K -$24.3K -1,700 -10%
LW
1061
Linscomb Wealth
Texas
$213K +$19K +1,330 +9%
DAC
1062
Dividend Assets Capital
South Carolina
$212K -$914 -64 -0.4%
FFA
1063
First Foundation Advisors
California
$212K +$1.13K +79 +0.5%
WC
1064
Whitney & Co
New York
$211K -$24.3K -1,700 -10%
BBNB
1065
Baker Boyer National Bank
Washington
$209K
CA
1066
Cornerstone Advisors
North Carolina
$207K +$214K +15,000 New
AHC
1067
Adell Harriman & Carpenter
Texas
$206K +$4.07K +285 +2%
JWBC
1068
J.W. Burns & Co
New York
$206K +$5.72K +401 +3%
FIAS
1069
FinTrust Investment Advisory Services
South Carolina
$204K -$19.1K -1,339 -8%
PAMG
1070
Patton Albertson Miller Group
Tennessee
$203K -$40.5K -2,835 -16%
BSB
1071
Bangor Savings Bank
Maine
$203K +$14 +1 +0%
KA
1072
Kovack Advisors
Florida
$202K +$10.7K +752 +5%
BFA
1073
Beaumont Financial Advisors
Massachusetts
$201K -$42.8K -3,000 -17%
IC
1074
IKOS CIF
Cyprus
$198K +$199K +13,955 New
SFS
1075
Signator Financial Services
Massachusetts
$196K -$314 -22 -0.2%

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.