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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
HSA
1151
HBK Sorce Advisory
Pennsylvania
$219K +$40.6K +2,735 +24%
KA
1152
Kovack Advisors
Florida
$215K -$11.5K -776 -5%
BBNB
1153
Baker Boyer National Bank
Washington
$214K -$21K -1,418 -9%
MHS
1154
M Holdings Securities
Oregon
$214K +$204K +13,773 New
RAM
1155
Riggs Asset Management
Pennsylvania
$212K +$202K +13,591 New
EAM
1156
Evanson Asset Management
California
$212K +$202K +13,634 New
AWM
1157
Altavista Wealth Management
North Carolina
$211K -$104K -7,000 -34%
RT
1158
Reliance Trust
Georgia
$211K +$46K +3,100 +30%
CCM
1159
Cutler Capital Management
Massachusetts
$210K +$14.8K +1,000 +8%
FIG
1160
Fusion Investment Group
Pennsylvania
$210K +$200K +13,510 New
HH
1161
Hilltop Holdings
Texas
$209K +$199K +13,447 New
FNBOMD
1162
First National Bank of Mount Dora
Florida
$208K
AW
1163
ACG Wealth
Georgia
$208K +$198K +13,352 New
BT
1164
Brandywine Trust
Delaware
$207K
GJIC
1165
Gamble Jones Investment Counsel
California
$206K +$742 +50 +0.4%
FIM
1166
Frontier Investment Management
Texas
$206K +$4.57K +308 +2%
VFP
1167
Verus Financial Partners
Virginia
$206K +$5.96K +402 +3%
LCM
1168
LVM Capital Management
Michigan
$205K
SAM
1169
Strategy Asset Managers
California
$205K +$4.75K +320 +2%
TWA
1170
TCI Wealth Advisors
Arizona
$204K +$55.3K +3,731 +40%
TFO
1171
Tarbox Family Office
California
$203K +$194K +13,046 New
UF
1172
Univest Financial
Pennsylvania
$202K
HWA
1173
Heritage Wealth Advisors
Virginia
$201K +$191K +12,907 New
DJSG
1174
D.J. St. Germain
Massachusetts
$198K -$7.13K -481 -4%
BCM
1175
Boltwood Capital Management
California
$198K

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.