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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
DCLA
1101
Douglas C. Lane & Associates
New York
$277K +$16.2K +1,089 +7%
MCC
1102
Mid Continent Capital
Illinois
$275K
WIS
1103
Wright Investors Service
Connecticut
$275K +$8.9K +600 +4%
PFM
1104
Parsec Financial Management
North Carolina
$273K -$14.8K -999 -5%
VNA
1105
VNBTrust National Association
Virginia
$273K
VDI
1106
Vaughan David Investments
Illinois
$272K -$7.15K -482 -3%
RCG
1107
Ruane, Cunniff & Goldfarb
New York
$271K
CA
1108
Corrado Advisors
New Jersey
$269K +$3.63K +245 +1%
CL
1109
CPWM LLC
Washington
$269K +$7.43K +501 +3%
WOC
1110
West Oak Capital
California
$268K +$1.48K +100 +0.6%
ZIC
1111
ZWJ Investment Counsel
Georgia
$268K -$2.97K -200 -1%
MWP
1112
MYCIO Wealth Partners
Pennsylvania
$268K
ZCA
1113
Zeke Capital Advisors
Pennsylvania
$267K -$79.7K -5,375 -24%
BBI
1114
Baxter Bros Inc
Connecticut
$267K
HFM
1115
Hartford Financial Management
Connecticut
$265K +$45 +3 +0%
LDB
1116
Lee, Danner & Bass
Tennessee
$262K +$71.9K +4,850 +40%
BCM
1117
Becker Capital Management
Oregon
$258K +$14.8K +1,000 +6%
BC
1118
Burney Company
Virginia
$257K -$39.8K -2,682 -14%
ESBC
1119
E.S. Barr & Co
Kentucky
$257K -$14.8K -1,000 -6%
BMO
1120
Beck Mack & Oliver
New York
$253K -$10.4K -700 -4%
ANBTV
1121
American National Bank & Trust (Virginia)
Virginia
$249K -$32.6K -2,200 -12%
TIM
1122
TBP Investments Management
Texas
$249K +$237K +16,000 New
WAM
1123
Weatherly Asset Management
California
$247K -$19.7K -1,325 -8%
BHWM
1124
Bar Harbor Wealth Management
New Hampshire
$247K
SHA
1125
Smith Hayes Advisers
Nebraska
$246K -$5.47K -369 -2%

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.