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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
BIM
1151
Bridgecreek Investment Management
Oklahoma
$97K -$8.65K -606 -8%
CFSG
1152
Community Financial Services Group
Vermont
$97K
LIM
1153
Longfellow Investment Management
Massachusetts
$92K +$95.7K +6,702 New
HHMI
1154
Howard Hughes Medical Institute
Maryland
$89K +$44K +3,085 +91%
WCM
1155
Windsor Capital Management
Arizona
$85K -$3.44K -241 -4%
ACM
1156
Aviance Capital Management
Florida
$84K -$22.4K -1,569 -21%
CPA
1157
Cowen Prime Advisors
New York
$80K
JEW
1158
Jamison Eaton & Wood
New Jersey
$73K +$75.7K +5,302 New
CL
1159
CFS LLC
Oklahoma
$70K
Carson Wealth (CWM LLC)
1160
Carson Wealth (CWM LLC)
Nebraska
$70K +$72.8K +5,097 New
ACM
1161
Antonetti Capital Management
Florida
$66K
JAM
1162
Jolley Asset Management
North Carolina
$64K +$28.6K +2,000 +77%
ZTNA
1163
Zions Trust National Association
Utah
$64K +$37.1K +2,600 +130%
PMFA
1164
Plante Moran Financial Advisors
Michigan
$64K +$40.7K +2,854 +160%
ATC
1165
Adirondack Trust Company
New York
$61K -$1.43K -100 -2%
MCM
1166
Munder Capital Management
Michigan
$61K
BC
1167
Bartlett & Co
Ohio
$61K +$16.2K +1,133 +34%
MUMSS
1168
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53K +$32.4K +2,270 +147%
WCM
1169
Wealthcare Capital Management
Virginia
$51K
TIM
1170
Tortoise Investment Management
New York
$50K -$12K -840 -19%
FFC
1171
First Financial Corp
Indiana
$44K -$3.6K -252 -7%
ITIM
1172
Indiana Trust & Investment Management
Indiana
$42K +$42.8K +2,995 New
M
1173
MOTCO
Texas
$41K
GGPS
1174
Gary Goldberg Planning Services
New York
$40K +$29 +2 +0.1%
FMP
1175
Financial Management Professionals
Texas
$39K

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.