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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$455M -$2.35M -137,235 -0.5%
BlackRock
52
BlackRock
New York
$455M +$18.6M +1,088,527 +4%
Deutsche Bank
53
Deutsche Bank
Germany
$452M +$920K +53,738 +0.2%
CS
54
Credit Suisse
Switzerland
$444M -$76.8M -4,485,777 -15%
RFC
55
Russell Frank Company
Washington
$434M -$7.37M -430,564 -2%
TA
56
Teachers Advisors
New York
$421M +$26.9M +1,573,486 +7%
BIM
57
BlackRock Investment Management
Delaware
$387M -$1.04M -60,912 -0.3%
WRF
58
Waddell & Reed Financial
Kansas
$385M -$80.5M -4,705,127 -18%
Nomura Holdings
59
Nomura Holdings
Japan
$383M -$52.1M -3,044,441 -12%
Prudential Financial
60
Prudential Financial
New Jersey
$381M +$48M +2,806,000 +15%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$373M -$3.78M -220,986 -1%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$371M +$10.4M +609,195 +3%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$362M +$3.22M +188,373 +0.9%
Bank of America
64
Bank of America
North Carolina
$352M -$20.2M -1,178,830 -6%
Principal Financial Group
65
Principal Financial Group
Iowa
$350M +$27.1M +1,585,567 +9%
SG Americas Securities
66
SG Americas Securities
New York
$337M +$41.1M +2,404,055 +15%
Massachusetts Financial Services
67
Massachusetts Financial Services
Massachusetts
$336M +$49.8M +2,910,122 +18%
PPA
68
Parametric Portfolio Associates
Washington
$299M -$3.04M -177,765 -1%
Adage Capital Partners
69
Adage Capital Partners
Massachusetts
$298M -$6.93M -405,100 -2%
BGIM
70
Brandywine Global Investment Management
Pennsylvania
$297M +$14.4M +844,126 +5%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$296M -$3.34M -195,408 -1%
WT
72
Wellcome Trust
United Kingdom
$295M +$10.3M +600,000 +4%
APG Asset Management
73
APG Asset Management
Netherlands
$293M +$699K +40,863 +0.3%
LSV Asset Management
74
LSV Asset Management
Illinois
$290M +$874K +51,067 +0.3%
Barclays
75
Barclays
United Kingdom
$286M -$79.6M -4,649,613 -22%

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.