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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
PFO
1276
Pathstone Family Office
New Jersey
$40K +$38.3K +2,580 New
SA
1277
SRH Advisors
Kansas
$38K +$36.1K +2,431 New
KLWA
1278
Kelly Lawrence W & Associates
California
$34K +$32.6K +2,200 New
GI
1279
Gradient Investments
Minnesota
$32K -$1.13K -76 -4%
ST
1280
Smithfield Trust
Pennsylvania
$32K
ST
1281
Stifel Trust
Missouri
$32K
BCI
1282
Brinker Capital Investments
Pennsylvania
$31K
PR
1283
Payden & Rygel
California
$31K
ECM
1284
ETrade Capital Management
Virginia
$31K +$9.32K +628 +46%
KFP
1285
Keystone Financial Planning
Ohio
$31K +$29.7K +2,000 New
GXMC
1286
Global X Management Company
New York
$30K
LWA
1287
Lenox Wealth Advisors
New York
$28K -$475 -32 -2%
FNYS
1288
First New York Securities
New York
$26K +$25.2K +1,700 New
AC
1289
Alexandria Capital
Virginia
$25K
BOK
1290
Bank of Kentucky
Kentucky
$25K
FBT
1291
Founders Bank & Trust
Michigan
$24K
CFN
1292
Cordasco Financial Network
Florida
$24K +$23.3K +1,568 New
FWC
1293
First Washington Corp
Washington
$23K +$7.42K +500 +50%
CWM
1294
Cranbrook Wealth Management
Michigan
$20K +$19.1K +1,290 New
ST
1295
Somerset Trust
Pennsylvania
$19K +$17.9K +1,204 New
GGPS
1296
Gary Goldberg Planning Services
New York
$18K -$26.7K -1,803 -62%
TF
1297
Tompkins Financial
New York
$17K -$3.8K -256 -19%
OSNBOA
1298
Old Second National Bank of Aurora
Illinois
$16K -$22.3K -1,504 -60%
EMA
1299
Efficient Market Advisors
California
$16K
PSC
1300
Prentiss Smith & Co
Vermont
$16K

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.