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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
MFBTD
1201
MB Financial Bank - Trust Department
Illinois
$11K -$714 -50 -6%
IWC
1202
Integrated Wealth Counsel
California
$9.04K
OAM
1203
Oppenheimer Asset Management
New York
$9K
AFIA
1204
America First Investment Advisors
Nebraska
$9K +$2.85K +200 +44%
HDIM
1205
Hanson & Doremus Investment Management
Vermont
$9K +$2.85K +200 +46%
MAS
1206
Madden Advisory Services
Florida
$7K
MBT
1207
Monroe Bank & Trust
Michigan
$6K
PFG
1208
Piershale Financial Group
Illinois
$6K
RAM
1209
RWC Asset Management
United Kingdom
$6K
TCCM
1210
Timber Creek Capital Management
Massachusetts
$6K
VIMU
1211
Veritas Investment Management (UK)
United Kingdom
$6K
EWM
1212
Elite Wealth Management
Washington
$5K +$4.8K +336 New
WF
1213
WealthTrust Fairport
Ohio
$4K
ECM
1214
Exchange Capital Management
Michigan
$4K +$1.57K +110 +55%
AFC
1215
AFT Forsyth & Company
Florida
$3K
EFS
1216
Essex Financial Services
Connecticut
$2.04K -$96K -6,727 -4%
SSG
1217
Summit Securities Group
New York
$2K -$3.18K -223 -59%
CBT
1218
Central Bank & Trust
Kentucky
$2K -$714 -50 -29%
CEMP
1219
Compass Efficient Model Portfolios
Tennessee
$2K
HIM
1220
Hillsdale Investment Management
Ontario, Canada
$2K
WA
1221
WealthTrust-Arizona
Arizona
$1K
UB
1222
UMB Bank
Missouri
$732 -$12.5K -877 -2%
OFG
1223
OTA Financial Group
New York
$266 +$276K +19,301 New
CCT
1224
Capital City Trust
Florida
$206
N
1225
Natixis
France
-$160M -12,454,793 Closed

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.