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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
FMB
1201
Field & Main Bank
Kentucky
$171K +$163K +11,000 New
BBPWM
1202
Blue Bell Private Wealth Management
Pennsylvania
$169K +$161K +10,829 New
NPF
1203
Norris Perne & French
Michigan
$168K
Connor, Clark & Lunn Investment Management (CC&L)
1204
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$167K -$3.33M -224,270 -96%
SHWM
1205
Smith & Howard Wealth Management
Georgia
$167K -$113K -7,610 -42%
BKBG
1206
BHF Kleinwort Benson Group
Belgium
$167K
SCA
1207
Salient Capital Advisors
Texas
$167K +$159K +10,717 New
MCM
1208
McKinley Capital Management
Alaska
$166K +$159K +10,691 New
PIC
1209
PCJ Investment Counsel
Ontario, Canada
$165K -$37.1K -2,500 -20%
HR
1210
Howe & Rusling
New York
$164K -$77.8K -5,242 -33%
NSIM
1211
North Star Investment Management
Illinois
$164K +$2.71K +183 +2%
DWA
1212
Douglass Winthrop Advisors
New York
$161K -$5.06K -341 -3%
BST
1213
Bath Savings Trust
Maine
$161K +$519 +35 +0.3%
WA
1214
WBH Advisory
Maryland
$161K +$3.4K +229 +2%
MWM
1215
Modera Wealth Management
New Jersey
$161K +$153K +10,334 New
BFO
1216
Boston Family Office
Massachusetts
$160K -$201K -13,572 -57%
PSI
1217
Pinnacle Summer Investments
Virginia
$158K -$4.59M -309,426 -97%
BCM
1218
Brookstone Capital Management
Illinois
$158K +$151K +10,159 New
PCM
1219
Palisade Capital Management
New Jersey
$157K
RFA
1220
Reilly Financial Advisors
California
$157K +$31.8K +2,144 +27%
VIA
1221
Vantage Investment Advisors
Pennsylvania
$157K +$150K +10,079 New
CCMU
1222
Cheyne Capital Management (UK)
United Kingdom
$156K
IAM
1223
ICM Asset Management
Washington
$156K
SCM
1224
Silver Capital Management
New York
$156K +$148K +10,000 New
SFPIA
1225
Stevens First Principles Investment Advisors
California
$156K +$148K +10,000 New

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.