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Bank of America
BAC

Overview Fund Activity

1,328 hedge funds and large institutions have $99B invested in Bank of America in 2013 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 417 increasing their positions, 557 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,328
Holders Change
+105
Holders Change %
+8.59%
% of All Funds
38.57%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
3.46%
New
192
Increased
417
Reduced
557
Closed
73
Calls
$2.38B
Puts
$2.52B
Net Calls
-$139M
Net Calls Change
+$325M

Top Buyers

1
IC
1
Institutional Capital
Illinois
$662M
2
N
2
Natixis
France
$420M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$522M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.89B
5
OH
5
Orbis Holdings
Bermuda
$219M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.52B
2
Ameriprise
2
Ameriprise
Minnesota
$514M
3
Deutsche Bank
3
Deutsche Bank
Germany
$712M
4
JHIU
4
Janus Henderson Investors US
Colorado
$208M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$493M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1276
SRH Advisors
Kansas
$38K +$38K +2,431 New
KLWA
1277
Kelly Lawrence W & Associates
California
$34K +$34K +2,200 New
GI
1278
Gradient Investments
Minnesota
$32K -$1.18K -76 -4%
ST
1279
Stifel Trust
Missouri
$32K – – –
ST
1280
Smithfield Trust
Pennsylvania
$32K – – –
PR
1281
Payden & Rygel
California
$31K – – –
BCI
1282
Brinker Capital Investments
Pennsylvania
$31K – – –
ECM
1283
ETrade Capital Management
Virginia
$31K +$9.7K +628 +46%
KFP
1284
Keystone Financial Planning
Ohio
$31K +$31K +2,000 New
GXMC
1285
Global X Management Company
New York
$30K – – –
LWA
1286
Lenox Wealth Advisors
New York
$28K -$494 -32 -2%
FNYS
1287
First New York Securities
New York
$26K +$26K +1,700 New
BOK
1288
Bank of Kentucky
Kentucky
$25K – – –
AC
1289
Alexandria Capital
Virginia
$25K – – –
FBT
1290
Founders Bank & Trust
Michigan
$24K – – –
CFN
1291
Cordasco Financial Network
Florida
$24K +$24K +1,568 New
FWC
1292
First Washington Corp
Washington
$23K +$7.67K +500 +50%
CWM
1293
Cranbrook Wealth Management
Michigan
$20K +$20K +1,290 New
ST
1294
Somerset Trust
Pennsylvania
$19K +$19K +1,204 New
GGPS
1295
Gary Goldberg Planning Services
New York
$18K -$28.8K -1,803 -62%
TF
1296
Tompkins Financial
New York
$17K -$3.96K -256 -19%
OSNBOA
1297
Old Second National Bank of Aurora
Illinois
$16K -$24.1K -1,504 -60%
EMA
1298
Efficient Market Advisors
California
$16K – – –
PSC
1299
Prentiss Smith & Co
Vermont
$16K – – –
PWAG
1300
Polaris Wealth Advisory Group
California
$14K +$14K +904 New
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52
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