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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
PHAM
1101
Palisades Hudson Asset Management
Florida
$171K +$17.7K +1,242 +11%
IIM
1102
Ironwood Investment Management
Massachusetts
$170K -$785 -55 -0.4%
BEAM
1103
Baker Ellis Asset Management
Washington
$170K
NA
1104
Nottingham Advisors
New York
$170K +$177K +12,373 New
RFS
1105
Rockefeller Financial Services
New York
$167K +$42.8K +3,000 +33%
FBNAT
1106
FirstMerit Bank N.A. Trustee
Ohio
$166K -$12K -843 -7%
LDB
1107
Lee, Danner & Bass
Tennessee
$166K +$1.93K +135 +1%
FIM
1108
Freedom Investment Management
Connecticut
$165K +$12.9K +906 +8%
CS
1109
Comerica Securities
Michigan
$165K +$171K +11,945 New
CFS
1110
Community Financial System
New York
$164K -$27.8K -1,950 -14%
SM
1111
Stratton Management
Pennsylvania
$162K +$167K +11,724 New
KFS
1112
Kurt F. Somerville
$160K +$10.7K +750 +7%
B
1113
Bailard
California
$158K +$163K +11,432 New
HSA
1114
HBK Sorce Advisory
Pennsylvania
$156K +$162K +11,321 New
AIA
1115
Arbor Investment Advisors
North Carolina
$155K -$28.7K -2,009 -15%
TT
1116
Tower Trust
Indiana
$155K +$10.1K +706 +7%
TC
1117
Telemus Capital
Michigan
$155K +$160K +11,237 New
SGH
1118
Schonfeld Group Holdings
New York
$153K +$158K +11,100 New
SYBT
1119
Stock Yards Bank & Trust
Kentucky
$152K -$52K -3,646 -25%
DWT
1120
Dorsey & Whitney Trust
South Dakota
$151K +$157K +10,994 New
FDS
1121
First Dallas Securities
Texas
$150K +$155K +10,853 New
NPF
1122
Norris Perne & French
Michigan
$149K -$714 -50 -0.5%
STB
1123
S&T Bank
Pennsylvania
$149K +$155K +10,842 New
BKBG
1124
BHF Kleinwort Benson Group
Belgium
$148K
DWA
1125
Douglass Winthrop Advisors
New York
$148K +$4.87K +341 +3%

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.