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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
Morgan Stanley
26
Morgan Stanley
New York
$986M +$218M +12,723,758 +30%
BA
27
BlackRock Advisors
Delaware
$976M -$151M -8,831,079 -14%
AllianceBernstein
28
AllianceBernstein
Tennessee
$962M -$41.3M -2,411,401 -4%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$887M -$11.1M -649,298 -1%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$868M -$21.5M -1,257,694 -3%
Legal & General Group
31
Legal & General Group
United Kingdom
$839M -$26.6M -1,553,583 -3%
UBS AM
32
UBS AM
Illinois
$777M +$102M +5,956,664 +16%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$771M +$5.29M +308,859 +0.7%
Fisher Asset Management
34
Fisher Asset Management
Washington
$750M -$7.35M -429,714 -1%
IC
35
Institutional Capital
Illinois
$699M -$1.11M -64,611 -0.2%
Capital World Investors
36
Capital World Investors
California
$693M +$10.1M +590,000 +2%
Ameriprise
37
Ameriprise
Minnesota
$671M -$25.1M -1,465,877 -4%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$665M +$26.9M +1,571,466 +4%
UBS Group
39
UBS Group
Switzerland
$664M +$635M +37,131,268 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$607M +$79M +4,613,712 +16%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$607M -$438M -25,615,369 -43%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$570M -$487M -28,473,215 -47%
MB
43
Mizuho Bank
Japan
$559M
Pzena Investment Management
44
Pzena Investment Management
New York
$559M -$7.31M -427,058 -1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$554M -$37.4M -2,184,596 -6%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$536M -$19.6M -1,146,661 -4%
Charles Schwab
47
Charles Schwab
California
$524M -$3.44M -200,743 -0.7%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$481M -$74M -4,325,756 -14%
Sanders Capital
49
Sanders Capital
Florida
$470M +$3.36M +196,200 +0.8%
EVM
50
Eaton Vance Management
Massachusetts
$468M -$13.7M -799,395 -3%

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.