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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.73B +$9.96M +671,098 +0.1%
State Street
2
State Street
Massachusetts
$7.27B -$67.3M -4,538,147 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.33B +$113M +7,600,532 +3%
BIT
4
BlackRock Institutional Trust
California
$4.29B -$51.2M -3,453,287 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$2.52B -$414M -27,917,720 -15%
Citigroup
6
Citigroup
New York
$2.5B -$109M -7,377,566 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.15B -$86.2M -5,810,365 -4%
Northern Trust
8
Northern Trust
Illinois
$2.12B -$15.7M -1,060,783 -0.8%
Dodge & Cox
9
Dodge & Cox
California
$1.95B -$47.9M -3,225,700 -3%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.89B +$247M +16,671,438 +16%
Harris Associates
11
Harris Associates
Illinois
$1.64B +$183M +12,352,182 +13%
FCM
12
Fairholme Capital Management
Florida
$1.55B +$673K +45,400 +0%
BFA
13
BlackRock Fund Advisors
California
$1.53B +$3.71M +250,361 +0.3%
Capital World Investors
14
Capital World Investors
California
$1.46B -$185M -12,500,000 -12%
Wells Fargo
15
Wells Fargo
California
$1.45B -$51.3M -3,455,037 -4%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.33B +$29.1M +1,962,386 +2%
Norges Bank
17
Norges Bank
Norway
$1.27B -$169M -11,411,859 -12%
Goldman Sachs
18
Goldman Sachs
New York
$1.27B +$93.4M +6,297,748 +8%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.26B +$59.8M +4,032,409 +5%
BG
20
BlackRock Group
United Kingdom
$1.23B -$25.3M -1,705,908 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.2B +$6.81M +458,855 +0.6%
Korea Investment Corp
22
Korea Investment Corp
South Korea
$1.17B +$15.6M +1,051,600 +1%
IG
23
ING Group
Netherlands
$1.06B +$83.1M +5,598,906 +9%
CG
24
Carmignac Gestion
France
$910M -$3.54M -238,608 -0.4%
AllianceBernstein
25
AllianceBernstein
Tennessee
$894M -$52.3M -3,525,910 -6%

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.