We are live on ! Find out more
BAC icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.84B +$132M +9,271,521 +2%
State Street
2
State Street
Massachusetts
$6.51B +$116M +8,131,043 +2%
BIT
3
BlackRock Institutional Trust
California
$3.85B -$72.5M -5,077,702 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.73B +$665M +46,601,541 +21%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.62B +$333M +23,326,518 +14%
Citigroup
6
Citigroup
New York
$2.32B +$218M +15,256,233 +10%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.98B -$19.5M -1,364,859 -0.9%
Northern Trust
8
Northern Trust
Illinois
$1.9B -$71.6M -5,012,486 -4%
Dodge & Cox
9
Dodge & Cox
California
$1.77B +$18M +1,257,933 +1%
Capital World Investors
10
Capital World Investors
California
$1.46B
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.45B -$153M -10,696,651 -9%
FCM
12
Fairholme Capital Management
Florida
$1.38B -$17.9M -1,251,900 -1%
BFA
13
BlackRock Fund Advisors
California
$1.35B +$21.7M +1,521,821 +2%
Wells Fargo
14
Wells Fargo
California
$1.33B -$3.21M -225,169 -0.2%
Harris Associates
15
Harris Associates
Illinois
$1.29B +$233M +16,342,150 +21%
Norges Bank
16
Norges Bank
Norway
$1.29B -$11.4M -796,613 -0.8%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B +$33.8M +2,368,441 +3%
BG
18
BlackRock Group
United Kingdom
$1.11B +$28.7M +2,011,117 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.06B +$33.2M +2,323,702 +3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.05B +$14.5M +1,012,792 +1%
Goldman Sachs
21
Goldman Sachs
New York
$1.04B -$82.1M -5,751,347 -7%
Korea Investment Corp
22
Korea Investment Corp
South Korea
$1.02B +$5.91M +413,700 +0.6%
Deutsche Bank
23
Deutsche Bank
Germany
$881M +$380M +26,632,519 +72%
IG
24
ING Group
Netherlands
$862M -$317M -22,218,565 -26%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$860M -$46.4M -3,251,231 -5%

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.