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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
AWP
1151
Ascent Wealth Partners
New York
$214K +$216K +13,892 New
MTIM
1152
Marathon Trading Investment Management
Pennsylvania
$214K +$216K +13,928 New
TNBTD
1153
Trustmark National Bank Trust Department
Mississippi
$210K -$144K -9,251 -40%
UAS
1154
United Asset Strategies
New York
$209K -$18.5K -1,194 -8%
RAM
1155
Riggs Asset Management
Pennsylvania
$207K -$1.55K -100 -0.7%
LPT
1156
Legacy Private Trust
Wisconsin
$206K +$208K +13,389 New
BT
1157
Brandywine Trust
Delaware
$205K
IMS
1158
Index Management Solutions
Pennsylvania
$204K -$1.65M -106,099 -89%
JWBC
1159
J.W. Burns & Co
New York
$203K -$18.7K -1,206 -8%
SGCA
1160
Steel Grove Capital Advisors
Tennessee
$203K -$16.8K -1,080 -8%
VFP
1161
Verus Financial Partners
Virginia
$203K +$31 +2 +0%
LCM
1162
LVM Capital Management
Michigan
$202K
MPWT
1163
MassMutual Private Wealth & Trust
Connecticut
$201K +$132K +8,473 +184%
BFPW
1164
BOK Financial Private Wealth
Colorado
$199K +$201K +12,960 New
TFO
1165
Tarbox Family Office
California
$198K -$2.02K -130 -1%
CCT
1166
Capital City Trust
Florida
$197K -$32.7K -2,104 -14%
MIAN
1167
Mariner Independent Advisor Network
Kansas
$196K +$198K +12,728 New
HWA
1168
Heritage Wealth Advisors
Virginia
$194K
SYBT
1169
Stock Yards Bank & Trust
Kentucky
$194K +$1.55K +100 +0.8%
PAG
1170
Pinnacle Advisory Group
Maryland
$192K -$47.6K -3,066 -20%
UR
1171
USCA RIA
Texas
$192K -$31.1K -2,000 -14%
UF
1172
Univest Financial
Pennsylvania
$192K -$13.6K -876 -7%
CFC
1173
Coyle Financial Counsel
Illinois
$192K +$194K +12,500 New
CEP
1174
Chicago Equity Partners
Illinois
$191K -$45.4M -2,923,850 -100%
NA
1175
Nottingham Advisors
New York
$190K

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.