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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
BOTW
1201
Bank of the West
California
$172K -$8.54K -550 -5%
RT
1202
Reliance Trust
Georgia
$171K -$29.9K -1,926 -15%
DAM
1203
Delta Asset Management
Tennessee
$170K +$7.77K +500 +5%
SNT
1204
Security National Trust
West Virginia
$169K
OCM
1205
Oakwood Capital Management
California
$169K +$12K +774 +8%
SA
1206
Strategic Advisors
New York
$167K -$19.8K -1,274 -11%
NIM
1207
NuWave Investment Management
New Jersey
$166K +$53.9K +3,468 +47%
SJL
1208
Shayne & Jacobs LLC
Tennessee
$164K
IAA
1209
Ironsides Asset Advisors
North Carolina
$164K +$166K +10,662 New
ST
1210
Semper Trust
Pennsylvania
$164K +$166K +10,700 New
SFG
1211
SNS Financial Group
Minnesota
$162K -$27.7K -1,786 -15%
SCM
1212
Suffolk Capital Management
New York
$162K +$164K +10,570 New
SWM
1213
SVA Wealth Management
Wisconsin
$160K -$16.5K -1,062 -9%
MWM
1214
Modera Wealth Management
New Jersey
$159K
RFS
1215
Rockefeller Financial Services
New York
$159K +$19.1K +1,231 +14%
B
1216
Bailard
California
$158K -$18.2K -1,175 -10%
FNBOMD
1217
First National Bank of Mount Dora
Florida
$157K -$6.21K -400 -4%
GAM
1218
Gotham Asset Management
New York
$157K +$159K +10,230 New
KCPG
1219
Kavar Capital Partners Group
Kansas
$156K -$19.4K -1,250 -11%
RFA
1220
Reilly Financial Advisors
California
$156K +$26.1K +1,679 +20%
TTWM
1221
TCV Trust & Wealth Management
Virginia
$156K +$157K +10,133 New
PCM
1222
Palisade Capital Management
New Jersey
$155K
SH
1223
Scepter Holdings
Texas
$154K -$777K -50,000 -83%
FWCM
1224
First Western Capital Management
California
$154K -$123K -7,901 -44%
NPF
1225
Norris Perne & French
Michigan
$154K -$12.4K -800 -7%

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.