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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
SFPIA
1251
Stevens First Principles Investment Advisors
California
$85K -$7.77K -500 -8%
RI
1252
Redwood Investments
Massachusetts
$84K -$7.15M -460,061 -99%
ATC
1253
Adirondack Trust Company
New York
$82K
PMFA
1254
Plante Moran Financial Advisors
Michigan
$81K +$16 +1 +0%
PCM
1255
Prelude Capital Management
New York
$74K -$439K -28,294 -85%
JFA
1256
JNBA Financial Advisors
Minnesota
$71K -$31.1K -2,000 -30%
MCM
1257
Munder Capital Management
Michigan
$68K
MMG
1258
Monetary Management Group
Missouri
$61K +$10.9K +700 +22%
TIM
1259
Tortoise Investment Management
New York
$57K +$12.4K +800 +28%
ACM
1260
Antonetti Capital Management
Florida
$55K -$19.4K -1,250 -26%
MUMSS
1261
Mitsubishi UFJ Morgan Stanley Securities
Japan
$54K -$15.1K -970 -22%
JAM
1262
Jolley Asset Management
North Carolina
$54K -$6.66K -429 -11%
PAI
1263
Pittenger & Anderson Inc
Nebraska
$54K +$54.4K +3,500 New
JAM
1264
JCIC Asset Management
Ontario, Canada
$54K +$54.7K +3,525 New
WA
1265
Waverly Advisors
Alabama
$53K +$24.9K +1,605 +86%
WCM
1266
Wealthcare Capital Management
Virginia
$52K -$5.05K -325 -9%
ACS
1267
Archford Capital Strategies
Illinois
$51.3K -$5.44K -350 -9%
HHMI
1268
Howard Hughes Medical Institute
Maryland
$50K -$5.23K -337 -9%
CFSG
1269
Community Financial Services Group
Vermont
$47K
NCM
1270
Nelson Capital Management
California
$47K +$23K +1,480 +93%
M
1271
MOTCO
Texas
$46K
PCTC
1272
Perkins Coie Trust Company
Washington
$46K
FFC
1273
First Financial Corp
Indiana
$45K -$3.88K -250 -8%
BAM
1274
Brave Asset Management
New Jersey
$44K
CAW
1275
Cornerstone Advisors (Washington)
Washington
$44K +$1.68K +108 +4%

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.