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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
MSR
1126
Main Street Research
Connecticut
$237K -$43.5K -2,800 -15%
PHAM
1127
Palisades Hudson Asset Management
Florida
$236K +$18.5K +1,189 +8%
PPSG
1128
Princeton Portfolio Strategies Group
New Jersey
$234K -$181K -11,684 -43%
CIC
1129
Crawford Investment Counsel
Georgia
$232K -$78.3K -5,040 -25%
HFM
1130
Hartford Financial Management
Connecticut
$232K -$2.24K -144 -0.9%
HCMNY
1131
Howard Capital Management (New York)
New York
$231K
CCM
1132
Cutler Capital Management
Massachusetts
$230K
EAM
1133
Evanson Asset Management
California
$229K +$20K +1,287 +9%
WSC
1134
Wellington Shields & Co
New York
$228K +$231K +14,852 New
BIM
1135
Bridgecreek Investment Management
Oklahoma
$227K
FDS
1136
First Dallas Securities
Texas
$227K +$9.21K +593 +4%
LDB
1137
Lee, Danner & Bass
Tennessee
$226K -$2.11K -136 -0.9%
CA
1138
Corrado Advisors
New Jersey
$225K -$54.7K -3,520 -19%
MIM
1139
Midwest Investment Management
Ohio
$225K
VNA
1140
VNBTrust National Association
Virginia
$225K
BWA
1141
Brave Warrior Advisors
New York
$223K
FCBT
1142
First Citizens Bank & Trust
North Carolina
$222K +$224K +14,428 New
FCB
1143
First Citizens Bancorporation
South Carolina
$221K +$23.3K +1,500 +12%
ESBC
1144
E.S. Barr & Co
Kentucky
$219K +$19.3K +1,241 +10%
ST
1145
Sentinel Trust
Texas
$218K -$2.66K -171 -1%
RPGK
1146
Retirement Planning Group (Kansas)
Kansas
$218K
LC
1147
Loews Corp
New York
$216K +$25.2K +1,625 +13%
EWA
1148
EP Wealth Advisors
California
$215K -$36.9K -2,377 -15%
BBNB
1149
Baker Boyer National Bank
Washington
$215K +$3.45K +222 +2%
GJIC
1150
Gamble Jones Investment Counsel
California
$214K +$16.5K +1,065 +8%

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.