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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
ST
1126
Sentinel Trust
Texas
$243K -$8.63K -582 -4%
SJL
1127
Shayne & Jacobs LLC
Tennessee
$242K
JWBC
1128
J.W. Burns & Co
New York
$242K +$9.27K +625 +4%
Carson Wealth (CWM LLC)
1129
Carson Wealth (CWM LLC)
Nebraska
$242K +$155K +10,417 +204%
DAC
1130
Dividend Assets Capital
South Carolina
$239K
AHC
1131
Adell Harriman & Carpenter
Texas
$236K +$2.61K +176 +1%
WA
1132
Waverly Advisors
Alabama
$235K -$9.61K -648 -4%
PAMG
1133
Patton Albertson Miller Group
Tennessee
$234K +$5.12K +345 +2%
FCB
1134
First Citizens Bancorporation
South Carolina
$233K -$57.2K -3,853 -20%
CCT
1135
Capital City Trust
Florida
$232K
FM
1136
Family Management
New York
$232K +$221K +14,910 New
JIM
1137
Jupiter Investment Management
United Kingdom
$230K -$90.1K -6,075 -29%
KFA
1138
Kays Financial Advisory
Georgia
$230K +$219K +14,751 New
SCM
1139
Summit Capital Management
Washington
$229K +$218K +14,700 New
MIM
1140
Midwest Investment Management
Ohio
$228K +$29.7K +2,000 +16%
BWA
1141
Brave Warrior Advisors
New York
$226K +$216K +14,532 New
GP
1142
Girard Partners
Pennsylvania
$225K +$215K +14,469 New
FBNAT
1143
FirstMerit Bank N.A. Trustee
Ohio
$222K +$32.9K +2,220 +18%
TSW
1144
Thompson Siegel & Walmsley
Virginia
$221K -$27.4K -1,850 -12%
SGCA
1145
Steel Grove Capital Advisors
Tennessee
$221K -$26.7K -1,801 -11%
HF
1146
Hoxton Financial
West Virginia
$221K +$9.21K +621 +5%
PHAM
1147
Palisades Hudson Asset Management
Florida
$221K +$26.1K +1,762 +14%
UR
1148
USCA RIA
Texas
$220K -$134K -9,000 -39%
RPGK
1149
Retirement Planning Group (Kansas)
Kansas
$220K -$108K -7,263 -34%
PAG
1150
Pinnacle Advisory Group
Maryland
$219K

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.