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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
CRC
1176
Curi RMB Capital
Illinois
$193K +$184K +12,423 New
BOTW
1177
Bank of the West
California
$192K -$8.16K -550 -4%
BEAM
1178
Baker Ellis Asset Management
Washington
$192K
NA
1179
Nottingham Advisors
New York
$192K
ACMI
1180
Amida Capital Management II
New York
$187K -$111K -7,500 -38%
IIM
1181
Ironwood Investment Management
Massachusetts
$186K -$5.27K -355 -3%
FIM
1182
Freedom Investment Management
Connecticut
$186K -$193 -13 -0.1%
ASN
1183
Advisory Services Network
Georgia
$185K +$176K +11,862 New
PFSC
1184
Peoples Financial Services Corp
Pennsylvania
$185K +$176K +11,879 New
SYBT
1185
Stock Yards Bank & Trust
Kentucky
$182K +$10.6K +715 +6%
FCH
1186
Freestone Capital Holdings
Washington
$180K -$305K -20,532 -64%
SA
1187
Strategic Advisors
New York
$180K -$63.9K -4,309 -27%
BHC
1188
Bowen Hanes & Co
Florida
$180K +$172K +11,590 New
BFA
1189
Beaumont Financial Advisors
Massachusetts
$179K -$45.2K -3,050 -21%
CCM
1190
Coldstream Capital Management
Washington
$178K -$26.7K -1,801 -14%
FDS
1191
First Dallas Securities
Texas
$178K +$8.9K +600 +6%
AP
1192
Atwood & Palmer
Missouri
$177K +$169K +11,362 New
KCPG
1193
Kavar Capital Partners Group
Kansas
$177K +$169K +11,390 New
PMFA
1194
Plante Moran Financial Advisors
Michigan
$176K +$99K +6,674 +144%
AIA
1195
Arbor Investment Advisors
North Carolina
$175K +$30 +2 +0%
WFG
1196
Wills Financial Group
Virginia
$175K +$168K +11,302 New
SM
1197
Stratton Management
Pennsylvania
$173K -$8.9K -600 -5%
YIA
1198
YHB Investment Advisors
Connecticut
$172K -$32.2K -2,170 -16%
DWM
1199
Destination Wealth Management
California
$172K +$164K +11,056 New
DWT
1200
Dorsey & Whitney Trust
South Dakota
$171K -$252 -17 -0.2%

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.