We are live on ! Find out more
BAC icon

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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$176M +$44.1M +2,578,070 +35%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$170M +$8.01M +468,090 +5%
MAM
103
Marketfield Asset Management
New York
$166M -$60.4M -3,528,084 -28%
American Century Companies
104
American Century Companies
Missouri
$160M -$10.4M -606,494 -6%
Allianz Asset Management
105
Allianz Asset Management
Germany
$159M +$30M +1,755,244 +25%
CGM
106
Capital Growth Management
Massachusetts
$158M +$37.3M +2,180,000 +33%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$152M +$36.7M +2,143,684 +34%
Canada Life
108
Canada Life
Manitoba, Canada
$147M -$1.87M -109,036 -1%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$146M +$58.3M +3,405,607 +71%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$143M -$1.41M -82,507 -1%
WHG
111
Westwood Holdings Group
Texas
$140M -$8.79M -513,756 -6%
FWIA
112
Fort Washington Investment Advisors
Ohio
$138M +$7.13M +416,616 +6%
Credit Agricole
113
Credit Agricole
France
$137M +$13.8M +803,877 +11%
PAM
114
Panagora Asset Management
Massachusetts
$137M -$24.1M -1,405,426 -15%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$137M +$1.34M +78,111 +1%
GTP
116
Global Thematic Partners
New York
$135M -$22.9M -1,335,972 -15%
N
117
Natixis
France
$135M -$111M -6,484,061 -46%
AQR Capital Management
118
AQR Capital Management
Connecticut
$133M +$10.2M +595,220 +9%
GIA
119
Gateway Investment Advisers
Ohio
$131M -$3.02M -176,276 -2%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$129M +$5.23M +305,520 +4%
KP
121
Kiltearn Partners
United Kingdom
$129M +$24M +1,404,300 +24%
JHIU
122
Janus Henderson Investors US
Colorado
$128M -$38.9M -2,271,592 -24%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$128M +$1.47M +85,849 +1%
AAM
124
Aberdeen Asset Management
United Kingdom
$128M -$21.2M -1,238,990 -15%
USAA
125
United Services Automobile Association
Texas
$128M +$15.1M +881,829 +14%

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.