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Bank of America
BAC

Overview Fund Activity

1,328 hedge funds and large institutions have $99B invested in Bank of America in 2013 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 417 increasing their positions, 557 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,328
Holders Change
+105
Holders Change %
+8.59%
% of All Funds
38.57%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
3.46%
New
192
Increased
417
Reduced
557
Closed
73
Calls
$2.38B
Puts
$2.52B
Net Calls
-$139M
Net Calls Change
+$325M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$662M
2
N
2
Natixis
France
$420M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$522M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.89B
5
OH
5
Orbis Holdings
Bermuda
$219M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.52B
2
Ameriprise
2
Ameriprise
Minnesota
$514M
3
Deutsche Bank
3
Deutsche Bank
Germany
$712M
4
JHIU
4
Janus Henderson Investors US
Colorado
$208M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1151
Kovack Advisors
Florida
$215K -$12.1K -776 -5%
BBNB
1152
Baker Boyer National Bank
Washington
$214K -$22.1K -1,418 -9%
MHS
1153
M Holdings Securities
Oregon
$214K +$214K +13,773 New
RAM
1154
Riggs Asset Management
Pennsylvania
$212K +$212K +13,591 New
EAM
1155
Evanson Asset Management
California
$212K +$212K +13,634 New
AWM
1156
Altavista Wealth Management
North Carolina
$211K -$109K -7,000 -34%
RT
1157
Reliance Trust
Georgia
$211K +$48.4K +3,100 +30%
CCM
1158
Cutler Capital Management
Massachusetts
$210K +$15.6K +1,000 +8%
FIG
1159
Fusion Investment Group
Pennsylvania
$210K +$210K +13,510 New
HH
1160
Hilltop Holdings
Texas
$209K +$209K +13,447 New
FNBOMD
1161
First National Bank of Mount Dora
Florida
$208K – – –
AW
1162
ACG Wealth
Georgia
$208K +$208K +13,352 New
BT
1163
Brandywine Trust
Delaware
$207K – – –
GJIC
1164
Gamble Jones Investment Counsel
California
$206K +$780 +50 +0.4%
FIM
1165
Frontier Investment Management
Texas
$206K +$4.8K +308 +2%
VFP
1166
Verus Financial Partners
Virginia
$206K +$6.26K +402 +3%
LCM
1167
LVM Capital Management
Michigan
$205K – – –
SAM
1168
Strategy Asset Managers
California
$205K +$4.98K +320 +2%
TWA
1169
TCI Wealth Advisors
Arizona
$204K +$58.1K +3,731 +40%
TFO
1170
Tarbox Family Office
California
$203K +$203K +13,046 New
UF
1171
Univest Financial
Pennsylvania
$202K – – –
HWA
1172
Heritage Wealth Advisors
Virginia
$201K +$201K +12,907 New
DJSG
1173
D.J. St. Germain
Massachusetts
$198K -$7.48K -481 -4%
BCM
1174
Boltwood Capital Management
California
$198K – – –
CRC
1175
Curi RMB Capital
Illinois
$193K +$193K +12,423 New
45 46
47
48 49