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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
GW
1051
GW & Wade
Massachusetts
$355K +$9.72K +655 +3%
CHC
1052
City Holding Co
West Virginia
$354K +$337K +22,706 New
PH
1053
Pinnacle Holdings
Oklahoma
$354K -$1.5M -100,975 -82%
WC
1054
Whitney & Co
New York
$347K +$104K +7,000 +46%
GCT
1055
Galaxy Capital Trading
British Virgin Islands
$346K +$7.42K +500 +2%
SEC
1056
Seven Eight Capital
New York
$346K +$330K +22,215 New
AA
1057
Ancora Advisors
Ohio
$345K
PVWM
1058
Point View Wealth Management
New Jersey
$344K +$328K +22,102 New
PFA
1059
Pure Financial Advisors
California
$341K +$17.8K +1,200 +6%
BIC
1060
Bridges Investment Counsel
Nebraska
$340K -$159K -10,750 -33%
WIC
1061
Woodmont Investment Counsel
Tennessee
$338K -$3.99K -269 -1%
CCM
1062
Cohen Capital Management
California
$337K
AFS
1063
Aft Forsyth & Sober
Florida
$334K
ACM
1064
Alta Capital Management
Utah
$334K
EWM
1065
Empirical Wealth Management
Washington
$328K -$1.29K -87 -0.4%
WKA
1066
Wilson Kemp & Associates
Michigan
$328K +$56.7K +3,821 +22%
EWM
1067
Edge Wealth Management
New York
$323K +$5.93K +400 +2%
LCM
1068
Lucas Capital Management
New Jersey
$322K -$14.8K -999 -5%
SCM
1069
Shapiro Capital Management
Georgia
$319K
VC
1070
Vicus Capital
Pennsylvania
$319K -$10.1K -682 -3%
MAA
1071
Mraz Amerine & Associates
California
$319K -$1.04K -70 -0.3%
SGAM
1072
Steinberg Global Asset Management
Florida
$317K -$77.2K -5,206 -20%
CIC
1073
Crawford Investment Counsel
Georgia
$314K +$44.5K +3,002 +18%
JC
1074
Jacobs & Co
California
$312K -$2.97K -200 -1%
JIC
1075
Johnson Investment Counsel
Ohio
$312K +$35K +2,362 +13%

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.