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Bank of America

1,224 hedge funds and large institutions have $87.3B invested in Bank of America in 2013 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 439 increasing their positions, 508 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

100.14% more ownership

Funds ownership: 757.17%857.31% (+100%)

31% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 71

10% more capital invested

Capital invested by funds: $79.7B → $87.3B (+$7.6B)

3% more funds holding in top 10

Funds holding in top 10: 104107 (+3)

1% more funds holding

Funds holding: 1,2131,224 (+11)

14% less repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 508

18% less call options, than puts

Call options by funds: $2.11B | Put options by funds: $2.58B

Holders
1,224
Holders Change
+11
Holders Change %
+0.91%
% of All Funds
39.68%
Holding in Top 10
107
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.88%
% of All Funds
3.47%
New
93
Increased
439
Reduced
508
Closed
71
Calls
$2.11B
Puts
$2.58B
Net Calls
-$464M
Net Calls Change
+$909M
Name Holding Trade Value Shares
Change
Change in
Stake
MMH
176
Menora Mivtachim Holdings
Israel
$45.4M -$12.6M -882,100 -21%
EHC
177
Everett Harris & Co
California
$44.5M +$1.71M +119,775 +4%
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$44.2M -$1.71M -119,822 -4%
AAMU
179
Amundi Asset Management US
Massachusetts
$44M -$15.8M -1,108,157 -26%
FAF
180
Fjarde Ap-fonden
Sweden
$44M -$3.49M -244,619 -7%
ASRS
181
Arizona State Retirement System
Arizona
$43.6M -$104K -7,300 -0.2%
CCP
182
Clough Capital Partners
Massachusetts
$43.3M -$26.1M -1,829,127 -37%
NTCOC
183
Northern Trust Company of Connecticut
Connecticut
$43.2M +$2.86M +200,117 +7%
MWNA
184
Marshall Wace North America
New York
$43.2M +$43.7M +3,063,148 +4,808%
SCM
185
Schneider Capital Management
Pennsylvania
$42.6M -$1.04M -72,955 -2%
BCM
186
Basswood Capital Management
New York
$42.4M -$1.63M -114,265 -4%
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$42.3M +$5.11M +357,916 +13%
FMI
188
Factory Mutual Insurance
Massachusetts
$41.6M -$714K -50,000 -2%
FQ
189
First Quadrant
California
$40.5M +$20.6M +1,445,288 +97%
ProShare Advisors
190
ProShare Advisors
Maryland
$39.8M -$10.1M -707,179 -20%
WBC
191
Westpac Banking Corp
Australia
$39.6M +$15.7M +1,099,238 +62%
STC
192
SEI Trust Company
Pennsylvania
$39.4M +$14.1M +986,312 +53%
EIM
193
ExxonMobil Investment Management
Texas
$39.4M -$1.99M -139,426 -5%
Jennison Associates
194
Jennison Associates
New York
$39M +$16.3M +1,143,590 +68%
JAM
195
Jupiter Asset Management
United Kingdom
$38.7M -$9.09M -636,653 -18%
AI
196
Analytic Investors
California
$36.9M +$3.74M +262,181 +11%
KBC Group
197
KBC Group
Belgium
$36.6M +$7.85M +550,129 +26%
Royal London Asset Management
198
Royal London Asset Management
United Kingdom
$36.2M +$861K +60,318 +2%
SAM
199
Sentinel Asset Management
Vermont
$35.4M +$2.82M +197,800 +8%
Robeco Institutional Asset Management
200
Robeco Institutional Asset Management
Netherlands
$35M -$1.26M -88,434 -3%

BAC Hedge Fund Activity: Q3 2013 in Review

1,224 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2013, worth a combined $87.3B — up 9.5% from $79.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BAC positions and 71 closed out — a net gain of 22 holders — while 439 added to existing stakes and 508 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $665M. The largest seller was ING Group, cutting an estimated $317M.

  • 1,224 institutional investors held Bank of America (BAC) as of Q3 2013, up from 1,213 in Q2 2013.
  • Funds reported $87.3B of Bank of America stock for Q3 2013, up 9.5% quarter-over-quarter.
  • 93 funds opened new Bank of America positions in Q3 2013 and 71 closed out, a net change of +22 holders.
  • The largest Bank of America buyer in Q3 2013 was Fidelity Investments, an estimated $665M added.
  • The largest Bank of America seller in Q3 2013 was ING Group, an estimated $317M sold.

Based on aggregated 13F filings for Q3 2013.