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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
AAS
1126
Annex Advisory Services
Wisconsin
$147K -$614 -43 -0.4%
HAIM
1127
Hunter Associates Investment Management
Pennsylvania
$145K -$312K -21,829 -68%
FPCM
1128
Financial Partners Capital Management
New York
$145K -$12.8K -900 -8%
RT
1129
Reliance Trust
Georgia
$144K -$149K -10,425 -50%
KTC
1130
Kistler-Tiffany Companies
Pennsylvania
$144K -$8.55K -599 -5%
NSIM
1131
North Star Investment Management
Illinois
$143K -$287K -20,085 -66%
BST
1132
Bath Savings Trust
Maine
$142K +$147K +10,274 New
WA
1133
WBH Advisory
Maryland
$140K +$14 +1 +0%
LPC
1134
Loeb Partners Corp
New York
$139K
PCM
1135
Palisade Capital Management
New Jersey
$139K
PM
1136
Parametrica Management
Hong Kong
$139K +$144K +10,086 New
CCMU
1137
Cheyne Capital Management (UK)
United Kingdom
$138K -$143K -10,000 -50%
IAM
1138
ICM Asset Management
Washington
$138K
NC
1139
NewSquare Capital
Pennsylvania
$134K +$12.9K +902 +10%
BWFA
1140
Baltimore-Washington Financial Advisors
Maryland
$131K -$8.56K -600 -6%
TWA
1141
TCI Wealth Advisors
Arizona
$129K +$13.4K +942 +11%
JIC
1142
Joel Isaacson & Co
New York
$128K +$38K +2,665 +40%
WG
1143
Welch Group
Alabama
$121K
FNBSF
1144
First National Bank Sioux Falls
South Dakota
$114K
RFA
1145
Reilly Financial Advisors
California
$112K -$33.7K -2,360 -23%
NYLT
1146
New York Life Trust
New York
$112K -$6.38K -447 -5%
SC
1147
Saturna Capital
Washington
$110K
DAM
1148
Delta Asset Management
Tennessee
$102K
SCG
1149
Strategic Capital Group
Washington
$99K
HRIA
1150
Haberer Registered Investment Advisor
Ohio
$98K -$50.2K -3,518 -33%

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.