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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
LPC
1076
Loeb Partners Corp
New York
$312K +$148K +10,000 +100%
LOCB
1077
Lombard Odier & Cie (Bahamas)
Bahamas
$312K +$297K +20,025 New
TCB
1078
Texas Capital Bancshares
Texas
$311K
DDPIC
1079
Deroy & Devereaux Private Investment Counsel
Michigan
$311K +$59.2K +3,988 +25%
NPIT
1080
National Penn Investors Trust
Pennsylvania
$309K -$63K -4,248 -18%
HA
1081
Halsey Associates
Connecticut
$307K
CBN
1082
Cadence Bank NA
Texas
$307K +$1.16K +78 +0.4%
BO
1083
BRR OpCo
Ohio
$303K -$27.2K -1,835 -9%
TBA
1084
Tower Bridge Advisors
Pennsylvania
$303K -$13.2K -890 -4%
TCM
1085
Tradewinds Capital Management
Washington
$298K +$284K +19,125 New
NAM
1086
North American Management
Massachusetts
$297K +$20.8K +1,404 +8%
HTC
1087
Haverford Trust Company
Pennsylvania
$293K -$375K -25,250 -57%
SSWM
1088
Sheets Smith Wealth Management
North Carolina
$292K +$15 +1 +0%
MCM
1089
Maryland Capital Management
Maryland
$291K +$27.8K +1,871 +11%
1GA
1090
1st Global Advisors
Texas
$289K -$15.4K -1,036 -5%
PWAP
1091
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$287K
RC
1092
RegentAtlantic Capital
New Jersey
$287K +$36.8K +2,478 +16%
G
1093
GlobalBridge
Minnesota
$286K -$31.3K -2,109 -10%
EWA
1094
EP Wealth Advisors
California
$285K -$114K -7,714 -30%
DT
1095
Diversified Trust
Tennessee
$285K +$14.3K +966 +6%
FA
1096
FCG Advisors
New Jersey
$284K -$13.8K -932 -5%
RVP
1097
Relative Value Partners
Illinois
$284K
CS
1098
Comerica Securities
Michigan
$284K +$93.2K +6,283 +53%
BTW
1099
Boston Trust Walden
Massachusetts
$279K +$266K +17,904 New
LBC
1100
Lowe Brockenbrough & Co
Virginia
$277K -$42.8K -2,882 -14%

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.