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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
PAG
1076
Pinnacle Advisory Group
Maryland
$194K +$27.4K +1,920 +16%
IMS
1077
Index Management Solutions
Pennsylvania
$193K +$200K +14,016 New
PFS
1078
Penseco Financial Services
Pennsylvania
$192K +$3.2K +224 +2%
HF
1079
Hoxton Financial
West Virginia
$187K -$13.8K -969 -7%
STI
1080
Susquehanna Trust & Investment
Pennsylvania
$185K -$12.8K -900 -6%
BT
1081
Brandywine Trust
Delaware
$184K
FNBOMD
1082
First National Bank of Mount Dora
Florida
$184K +$37.5K +2,628 +25%
LCM
1083
LVM Capital Management
Michigan
$182K
YIA
1084
YHB Investment Advisors
Connecticut
$182K +$100 +7 +0.1%
DJSG
1085
D.J. St. Germain
Massachusetts
$182K +$35.8K +2,505 +23%
GJIC
1086
Gamble Jones Investment Counsel
California
$182K +$188K +13,158 New
CCM
1087
Coldstream Capital Management
Washington
$182K +$189K +13,220 New
RIA
1088
Regal Investment Advisors
Michigan
$179K -$165K -11,578 -47%
UF
1089
Univest Financial
Pennsylvania
$179K +$16.6K +1,162 +10%
BOTW
1090
Bank of the West
California
$177K -$56.1K -3,933 -23%
SAM
1091
Strategy Asset Managers
California
$177K
VFP
1092
Verus Financial Partners
Virginia
$177K +$6.02K +422 +3%
PIC
1093
PCJ Investment Counsel
Ontario, Canada
$177K +$35.7K +2,500 +25%
BCM
1094
Boltwood Capital Management
California
$176K
1SB
1095
1ST Source Bank
Indiana
$175K
PAS
1096
Partnervest Advisory Services
California
$175K +$5.51K +386 +3%
MIM
1097
Midwest Investment Management
Ohio
$175K +$181K +12,700 New
FIM
1098
Frontier Investment Management
Texas
$174K -$12.6K -882 -6%
SC
1099
StellarOne Corp
Virginia
$173K -$9.61K -673 -5%
CCM
1100
Cutler Capital Management
Massachusetts
$172K +$178K +12,500 New

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.