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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$275M -$5.68M -331,642 -2%
Jennison Associates
77
Jennison Associates
New York
$269M +$85.4M +4,990,513 +50%
AAMU
78
Amundi Asset Management US
Massachusetts
$268M -$348K -20,313 -0.1%
FAM
79
Fred Alger Management
New York
$266M +$253M +14,756,034 +15,298%
LBA
80
Letko, Brosseau & Associates
Quebec, Canada
$259M -$1.6M -93,225 -0.6%
PI
81
Putnam Investments
Massachusetts
$254M -$85.3M -4,982,638 -26%
MTB
82
Mizuho Trust & Banking
Japan
$250M +$9.64M +563,482 +4%
TP
83
Theleme Partners
United Kingdom
$235M +$11.9M +695,000 +6%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$230M +$42.9M +2,506,077 +24%
BJ
85
BlackRock Japan
Japan
$226M +$20.1M +1,174,553 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
86
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$225M -$46.4M -2,709,700 -18%
PP
87
Prudential plc
United Kingdom
$213M -$1.68M -97,975 -0.8%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$211M +$4.28M +250,000 +2%
Aristotle Capital Management
89
Aristotle Capital Management
California
$210M +$62.9K +3,673 +0%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$206M +$178M +10,376,128 +916%
FPA
91
First Pacific Advisors
California
$205M +$16.8M +983,500 +9%
Renaissance Technologies
92
Renaissance Technologies
New York
$205M +$78.6M +4,595,300 +67%
Loomis, Sayles & Company
93
Loomis, Sayles & Company
Massachusetts
$201M -$29.6M -1,728,394 -13%
SSM
94
Sound Shore Management
Connecticut
$196M -$12.7M -740,226 -6%
Victory Capital Management
95
Victory Capital Management
Texas
$191M +$14.6M +853,353 +9%
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$189M +$181M +10,575,571 New
SCM
97
Sirios Capital Management
Massachusetts
$185M -$38.3M -2,236,324 -18%
O
98
OppenheimerFunds
New York
$184M +$43.6M +2,545,615 +33%
SOMRS
99
State of Michigan Retirement System
Michigan
$182M -$71.4M -4,174,977 -29%
SO
100
STRS Ohio
Ohio
$178M -$3.29M -192,337 -2%

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.