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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
CL
1076
CPWM LLC
Washington
$299K +$31.5K +2,029 +12%
EWM
1077
Edge Wealth Management
New York
$298K -$798K -51,375 -73%
QAM
1078
Quantres Asset Management
Cayman Islands
$297K -$503K -32,400 -63%
WEC
1079
Winslow Evans & Crocker
Massachusetts
$296K -$13.3K -857 -4%
HA
1080
Halsey Associates
Connecticut
$294K -$8.7K -560 -3%
KCM
1081
Kanawha Capital Management
Virginia
$293K -$618K -39,814 -68%
TBA
1082
Tower Bridge Advisors
Pennsylvania
$291K
BTW
1083
Boston Trust Walden
Massachusetts
$289K -$10.1K -652 -3%
MCM
1084
Maryland Capital Management
Maryland
$287K -$37.1K -2,391 -11%
JC
1085
Jacobs & Co
California
$285K -$32.4K -2,085 -10%
PWAP
1086
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$284K
FIM
1087
Freedom Investment Management
Connecticut
$284K +$54.8K +3,530 +24%
Parallax Volatility Advisers
1088
Parallax Volatility Advisers
California
$283K -$10.2M -659,706 -97%
LIA
1089
LBMC Investment Advisors
Tennessee
$283K -$27K -1,738 -9%
BFO
1090
Boston Family Office
Massachusetts
$282K -$5.25K -338 -2%
MWP
1091
MYCIO Wealth Partners
Pennsylvania
$280K
RVP
1092
Relative Value Partners
Illinois
$280K
GAG
1093
GM Advisory Group
New York
$278K +$32.7K +2,105 +13%
BSB
1094
Bangor Savings Bank
Maine
$278K +$281K +18,076 New
FA
1095
FCG Advisors
New Jersey
$277K -$29.9K -1,925 -10%
TIM
1096
TBP Investments Management
Texas
$277K +$62.1K +4,000 +29%
ARTA
1097
A.R.T. Advisors
New York
$276K +$279K +17,960 New
PFM
1098
Parsec Financial Management
North Carolina
$275K +$16 +1 +0%
VDI
1099
Vaughan David Investments
Illinois
$275K +$15.5K +1,000 +6%
SM
1100
Stratton Management
Pennsylvania
$274K +$104K +6,700 +60%

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.