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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
ACM
1251
Antonetti Capital Management
Florida
$75K
CL
1252
CFS LLC
Oklahoma
$75K
LWM
1253
Lenox Wealth Management
Ohio
$75K +$71.7K +4,831 New
IMS
1254
Index Management Solutions
Pennsylvania
$69K -$142K -9,593 -68%
MCM
1255
Munder Capital Management
Michigan
$69K
MPWT
1256
MassMutual Private Wealth & Trust
Connecticut
$66K +$62.9K +4,239 New
ATC
1257
Adirondack Trust Company
New York
$64K -$4.48K -302 -7%
EAMA
1258
EFG Asset Management (Americas)
Florida
$61.5K +$58.6K +3,950 New
JAM
1259
Jolley Asset Management
North Carolina
$61K -$10K -675 -15%
MUMSS
1260
Mitsubishi UFJ Morgan Stanley Securities
Japan
$59K
WCM
1261
Wealthcare Capital Management
Virginia
$58K
ZTNA
1262
Zions Trust National Association
Utah
$56K -$14.8K -1,000 -22%
TIM
1263
Tortoise Investment Management
New York
$56K
HRIA
1264
Haberer Registered Investment Advisor
Ohio
$54K -$54.2K -3,653 -51%
MMG
1265
Monetary Management Group
Missouri
$51K +$48.2K +3,250 New
FFC
1266
First Financial Corp
Indiana
$50K
PCM
1267
Prelude Capital Management
New York
$47K -$697K -47,000 -94%
ITIM
1268
Indiana Trust & Investment Management
Indiana
$47K
M
1269
MOTCO
Texas
$47K
SNT
1270
Security National Trust
West Virginia
$47K +$8.16K +550 +23%
FMP
1271
Financial Management Professionals
Texas
$45K +$994 +67 +2%
BAM
1272
Brave Asset Management
New Jersey
$45K +$42.7K +2,880 New
HHMI
1273
Howard Hughes Medical Institute
Maryland
$42K -$55.8K -3,761 -58%
NHFG
1274
New Harbor Financial Group
Massachusetts
$42K
MIP
1275
Mondrian Investment Partners
United Kingdom
$41K

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.