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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
PWAG
1301
Polaris Wealth Advisory Group
California
$14K +$13.4K +904 New
CGT
1302
Capital Guardian Trust
California
$13K -$11.1K -750 -47%
EU
1303
Emory University
Georgia
$13K
CPA
1304
Cowen Prime Advisors
New York
$12K -$74.2K -5,000 -87%
MFBTD
1305
MB Financial Bank - Trust Department
Illinois
$12K
WF
1306
WealthTrust Fairport
Ohio
$11K +$5.93K +400 +145%
SGC
1307
South Georgia Capital
Illinois
$11K +$10.8K +726 New
AFIA
1308
America First Investment Advisors
Nebraska
$10K
HDIM
1309
Hanson & Doremus Investment Management
Vermont
$10K
IWC
1310
Integrated Wealth Counsel
California
$10K
OAM
1311
Oppenheimer Asset Management
New York
$10K
BWFA
1312
Baltimore-Washington Financial Advisors
Maryland
$8K -$134K -9,025 -95%
MAS
1313
Madden Advisory Services
Florida
$8K
DOA
1314
D'Orazio & Associates
Virginia
$8K +$7.42K +500 New
MBT
1315
Monroe Bank & Trust
Michigan
$7K
PFG
1316
Piershale Financial Group
Illinois
$7K
VIMU
1317
Veritas Investment Management (UK)
United Kingdom
$7K
ST
1318
SpiderRock Trading
Illinois
$5K
PIM
1319
Parasol Investment Management
Illinois
$4K +$3.56K +240 New
QCMC
1320
Quantum Capital Management (California)
California
$3K -$39.3K -2,650 -93%
ECM
1321
Exchange Capital Management
Michigan
$3K -$1.63K -110 -35%
WA
1322
Winfield Associates
Ohio
$3K +$2.97K +200 New
CBT
1323
Central Bank & Trust
Kentucky
$2K
HIM
1324
Hillsdale Investment Management
Ontario, Canada
$2K
WA
1325
WealthTrust-Arizona
Arizona
$2K

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.