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Bank of America

1,429 hedge funds and large institutions have $115B invested in Bank of America in 2014 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 575 increasing their positions, 508 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 78

30.51% more ownership

Funds ownership: 1,229.39%1,259.9% (+31%)

13% more repeat investments, than reductions

Existing positions increased: 575 | Existing positions reduced: 508

8% more capital invested

Capital invested by funds: $107B → $115B (+$8.14B)

7% more funds holding

Funds holding: 1,3361,429 (+93)

1% more funds holding in top 10

Funds holding in top 10: 151153 (+2)

15% less call options, than puts

Call options by funds: $3.73B | Put options by funds: $4.41B

Holders
1,429
Holders Change
+93
Holders Change %
+6.96%
% of All Funds
38.12%
Holding in Top 10
153
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
4.08%
New
190
Increased
575
Reduced
508
Closed
78
Calls
$3.73B
Puts
$4.41B
Net Calls
-$675M
Net Calls Change
+$1.01B
Name Holding Trade Value Shares
Change
Change in
Stake
MMH
226
Menora Mivtachim Holdings
Israel
$34.4M -$13.3M -775,425 -29%
COPPSERS
227
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$34.3M -$167K -9,735 -0.5%
PG
228
PEAK6 Group
Illinois
$34M +$17.8M +1,041,240 +121%
LPL Financial
229
LPL Financial
California
$34M +$1.88M +109,617 +6%
ALA
230
Atherton Lane Advisers
California
$33.9M -$313K -18,272 -1%
BCM
231
Basswood Capital Management
New York
$33.8M -$1.94M -113,193 -6%
SIM
232
Sadoff Investment Management
Wisconsin
$33.2M +$306K +17,875 +1%
PMAM
233
Picton Mahoney Asset Management
Ontario, Canada
$33.1M +$31.7M +1,850,300 New
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$32.6M +$3.25M +189,655 +12%
URS
235
Utah Retirement Systems
Utah
$32.6M
CBOA
236
Commonwealth Bank of Australia
Australia
$32.4M -$795K -46,484 -3%
OWP
237
Obermeyer Wealth Partners
Colorado
$31.5M +$30.2M +1,763,074 New
Millennium Management
238
Millennium Management
New York
$31.5M +$27.8M +1,622,098 +1,191%
BAPIM
239
British Airways Pensions Investment Management
United Kingdom
$31.3M +$30M +1,752,160 New
HCCM
240
Herring Creek Capital Management
Connecticut
$31.1M +$29.8M +1,738,752 New
1832 Asset Management
241
1832 Asset Management
Ontario, Canada
$31M -$399K -23,323 -1%
OCAM
242
Onex Canada Asset Management
Ontario, Canada
$30.9M +$29.5M +1,725,370 New
Calamos Advisors
243
Calamos Advisors
Illinois
$30.6M +$98.2K +5,740 +0.3%
Stifel Financial
244
Stifel Financial
Missouri
$30.4M +$16.1M +938,760 +123%
B
245
BP
United Kingdom
$29.8M +$1.87M +109,000 +7%
RCM
246
Redwood Capital Management
New York
$29.5M
AC
247
Avenir Corporation
Virginia
$29.3M +$28M +1,635,672 New
Janus Henderson Group
248
Janus Henderson Group
United Kingdom
$29M -$345K -20,160 -1%
AC
249
Ascend Capital
California
$28.9M +$16.9M +988,141 +157%
TRSOTSOK
250
Teachers Retirement System of the State of Kentucky
Kentucky
$28.8M -$35.9K -2,100 -0.1%

BAC Hedge Fund Activity: Q4 2014 in Review

1,429 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2014, worth a combined $115B — up 7.6% from $107B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new BAC positions and 78 closed out — a net gain of 112 holders — while 575 added to existing stakes and 508 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $919M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $913M sold.

  • 1,429 institutional investors held Bank of America (BAC) as of Q4 2014, up from 1,336 in Q3 2014.
  • Funds reported $115B of Bank of America stock for Q4 2014, up 7.6% quarter-over-quarter.
  • 190 funds opened new Bank of America positions in Q4 2014 and 78 closed out, a net change of +112 holders.
  • The largest Bank of America buyer in Q4 2014 was Fidelity Investments, an estimated $919M added.
  • The largest Bank of America seller in Q4 2014 was Carmignac Gestion, an estimated $913M sold.

Based on aggregated 13F filings for Q4 2014.