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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
FBNAT
1101
FirstMerit Bank N.A. Trustee
Ohio
$273K +$3.63K +234 +1%
WAM
1102
Weatherly Asset Management
California
$271K +$27.1K +1,743 +11%
SSWM
1103
Sheets Smith Wealth Management
North Carolina
$265K -$21K -1,353 -7%
SHA
1104
Smith Hayes Advisers
Nebraska
$264K +$13.2K +850 +5%
WOC
1105
West Oak Capital
California
$262K -$6.21K -400 -2%
VC
1106
Vicus Capital
Pennsylvania
$262K -$25.1K -1,618 -9%
BCM
1107
Becker Capital Management
Oregon
$262K -$14K -900 -5%
SAM
1108
Symphony Asset Management
California
$261K -$858K -55,213 -77%
LBC
1109
Lowe Brockenbrough & Co
Virginia
$260K
FNBOH
1110
First National Bank of Hutchinson
Kansas
$259K -$49.9K -3,213 -16%
NPIT
1111
National Penn Investors Trust
Pennsylvania
$258K -$46.3K -2,984 -15%
NAM
1112
North American Management
Massachusetts
$257K -$21.7K -1,400 -8%
SCM
1113
Summit Capital Management
Washington
$257K +$31.1K +2,000 +14%
IIM
1114
Ironwood Investment Management
Massachusetts
$257K +$42.7K +2,747 +20%
TSW
1115
Thompson Siegel & Walmsley
Virginia
$257K +$46.6K +3,000 +22%
NSIM
1116
North Star Investment Management
Illinois
$256K +$15.5K +998 +6%
Carson Wealth (CWM LLC)
1117
Carson Wealth (CWM LLC)
Nebraska
$255K +$15.5K +1,000 +6%
AHC
1118
Adell Harriman & Carpenter
Texas
$253K -$12.7K -820 -5%
WIS
1119
Wright Investors Service
Connecticut
$252K -$21.8K -1,405 -8%
FMBTD
1120
First Midwest Bank Trust Division
Illinois
$247K -$2.14M -137,504 -90%
ST
1121
Smithfield Trust
Pennsylvania
$246K +$205K +13,200 +475%
FFA
1122
First Foundation Advisors
California
$244K -$52.4K -3,375 -18%
AUB
1123
Atlantic Union Bankshares
Virginia
$239K +$46.7K +3,005 +24%
SC
1124
Sumit Capital
New York
$239K +$66.8K +4,302 +38%
TCM
1125
Tradewinds Capital Management
Washington
$238K -$49.7K -3,201 -17%

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.