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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
DCLA
1051
Douglas C. Lane & Associates
New York
$321K -$47.9K -3,086 -13%
GHA
1052
GW Henssler & Associates
Georgia
$320K -$385K -24,811 -54%
MAA
1053
Mraz Amerine & Associates
California
$320K
EWM
1054
Evercore Wealth Management
New York
$319K -$70.9K -4,564 -18%
MIU
1055
Man Investments (UK)
United Kingdom
$318K -$1.73M -111,663 -84%
KA
1056
Kovack Advisors
Florida
$318K +$90.2K +5,808 +39%
MCM
1057
MAI Capital Management
Ohio
$316K -$163K -10,492 -34%
LCM
1058
Lucas Capital Management
New Jersey
$316K
SCM
1059
Shapiro Capital Management
Georgia
$315K
SFP
1060
Santa Fe Partners
New Mexico
$315K -$479K -30,844 -60%
CPSAC
1061
Chas P. Smith & Associates (CPS)
Florida
$313K -$632K -40,664 -67%
WIC
1062
Woodmont Investment Counsel
Tennessee
$313K -$2.72K -175 -0.9%
BO
1063
BRR OpCo
Ohio
$313K +$13.4K +861 +4%
TC
1064
TradeLink Capital
Illinois
$312K +$315K +20,300 New
TWI
1065
Thomas White International
Illinois
$311K
PFA
1066
Pure Financial Advisors
California
$310K -$1.55K -100 -0.5%
SGAM
1067
Steinberg Global Asset Management
Florida
$309K
LOCB
1068
Lombard Odier & Cie (Bahamas)
Bahamas
$308K
TFA
1069
Toth Financial Advisory
Virginia
$304K -$33.5K -2,159 -10%
MCC
1070
Mid Continent Capital
Illinois
$304K
ZIC
1071
ZWJ Investment Counsel
Georgia
$303K -$27.9K -1,794 -8%
ACM
1072
Alta Capital Management
Utah
$303K -$27.2K -1,750 -8%
W
1073
Wealthfront
California
$302K -$239K -15,370 -45%
PH
1074
Pinnacle Holdings
Oklahoma
$301K -$3.11K -200 -1%
DDPIC
1075
Deroy & Devereaux Private Investment Counsel
Michigan
$300K -$7.77K -500 -3%

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.