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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
Royal London Asset Management
201
Royal London Asset Management
United Kingdom
$43.3M +$418K +28,157 +1%
EIM
202
ExxonMobil Investment Management
Texas
$43.2M -$1.18M -79,664 -3%
KBC Group
203
KBC Group
Belgium
$41.9M +$576K +38,810 +1%
MSA
204
Mason Street Advisors
Wisconsin
$40.3M +$8.3M +559,561 +28%
SAM
205
Sentinel Asset Management
Vermont
$40M
EEG
206
E.E. Geduld
$39.3M
SFM
207
Soros Fund Management
New York
$39.2M +$37.3M +2,516,537 New
MWNA
208
Marshall Wace North America
New York
$39.1M -$9.13M -615,733 -20%
KP
209
Kiltearn Partners
United Kingdom
$37.5M +$35.7M +2,406,947 New
LC
210
Lourd Capital
California
$37.4M +$244K +16,425 +0.7%
PVH
211
Psagot Value Holdings
Israel
$36.4M -$14.2M -960,361 -29%
BTS
212
BB&T Securities
Virginia
$36.4M -$96.8K -6,523 -3%
OI
213
Oakbrook Investments
Illinois
$36M -$2.56M -172,514 -7%
DJC
214
Daily Journal Corp
California
$35.8M +$34.1M +2,300,000 New
PI
215
PineBridge Investments
New York
$35.8M +$10.8M +725,188 +46%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$35.5M +$4.9M +330,300 +17%
SCM
217
Smead Capital Management
Arizona
$35.4M +$2.73M +183,991 +9%
FIM
218
FourPoints Investment Managers
France
$35.3M +$1.39M +93,415 +4%
AG
219
Aperio Group
California
$35.3M -$29M -1,956,789 Closed
RJA
220
Raymond James & Associates
Florida
$35.2M +$5.35M +360,587 +19%
CB
221
Cooke & Bieler
Pennsylvania
$34.7M -$1.68M -113,436 -5%
PFC
222
Poplar Forest Capital
California
$33.8M -$2.2M -148,289 -6%
COPPSERS
223
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$33.6M -$1.86M -125,636 -6%
Brown Advisory
224
Brown Advisory
Maryland
$33M -$33.3K -2,248 -0.1%
PTC
225
Philadelphia Trust Company
Pennsylvania
$32.9M +$5.34M +359,757 +20%

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.