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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
SHWM
1401
Smith & Howard Wealth Management
Georgia
-$219K -12,713 Closed
TIA
1402
Tiemann Investment Advisors
California
-$218K -12,650 Closed
AWA
1403
ARS Wealth Advisors
Florida
-$217K -12,609 Closed
AWM
1404
Altavista Wealth Management
North Carolina
-$201K -11,684 Closed
CCM
1405
Chickasaw Capital Management
Tennessee
-$197K -11,446 Closed
WCM
1406
Windsor Capital Management
Arizona
-$188K -10,920 Closed
BHC
1407
Bowen Hanes & Co
Florida
-$187K -10,900 Closed
PIC
1408
PCJ Investment Counsel
Ontario, Canada
-$190K -10,000 Closed
TT
1409
Tiedemann Trust
Delaware
-$130K -7,536 Closed
AR
1410
Advisory Research
Illinois
-$72K -4,177 Closed
IC
1411
IKOS CIF
Cyprus
-$52K -3,054 Closed
IRS
1412
Invictus RG (Singapore)
Singapore
-$19K -1,111 Closed
ECM
1413
ETrade Capital Management
Virginia
-$18K -1,036 Closed
TF
1414
Trutina Financial
Washington
-$14K -794 Closed
CPA
1415
Cowen Prime Advisors
New York
-$13K -761 Closed
HMS
1416
Hanseatic Management Services
New Mexico
-$34K -585 Closed
ST
1417
Somerset Trust
Pennsylvania
-$8K -484 Closed
WF
1418
WealthTrust Fairport
Ohio
-$5K -275 Closed
AFIA
1419
America First Investment Advisors
Nebraska
-$3.11K -200 -90%
LFG
1420
LifePlan Financial Group
Ohio
-$1K -40 Closed
SEC
1421
Seven Eight Capital
New York
+$233 +15 New

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.