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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
ST
1276
Stifel Trust
Missouri
$44K +$12.8K +826 +41%
FMP
1277
Financial Management Professionals
Texas
$43K -$1.04K -67 -2%
MFBTD
1278
MB Financial Bank - Trust Department
Illinois
$43K
GGHC
1279
Gilder Gagnon Howe & Co
New York
$43K +$43.9K +2,824 New
HRIA
1280
Haberer Registered Investment Advisor
Ohio
$42K -$23.5K -1,513 -36%
BWFA
1281
Baltimore-Washington Financial Advisors
Maryland
$42K +$7.77K +500 +22%
MIP
1282
Mondrian Investment Partners
United Kingdom
$41K
LWM
1283
Lenox Wealth Management
Ohio
$40K -$16.5K -1,064 -29%
ZTNA
1284
Zions Trust National Association
Utah
$40K
OC
1285
Oakworth Capital
Alabama
$38K
GGPS
1286
Gary Goldberg Planning Services
New York
$38K +$21K +1,351 +120%
SA
1287
SRH Advisors
Kansas
$37K
LWA
1288
Lenox Wealth Advisors
New York
$37K +$21.2K +1,368 +133%
NHFG
1289
New Harbor Financial Group
Massachusetts
$33K -$7.77K -500 -19%
WAS
1290
Winch Advisory Services
Wisconsin
$32K -$78 -5 -0.2%
PR
1291
Payden & Rygel
California
$31K
BCI
1292
Brinker Capital Investments
Pennsylvania
$30K
CFN
1293
Cordasco Financial Network
Florida
$24K
GI
1294
Gradient Investments
Minnesota
$23K -$1.74K -112 -7%
FBT
1295
Founders Bank & Trust
Michigan
$23K
GXMC
1296
Global X Management Company
New York
$22K
AWCI
1297
Alpine Woods Capital Investors
New York
$20.3K -$225K -14,500 -1%
KLWA
1298
Kelly Lawrence W & Associates
California
$20K -$15.5K -1,000 -43%
TF
1299
Tompkins Financial
New York
$19K
CWM
1300
Cranbrook Wealth Management
Michigan
$18K

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.