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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
HIMCH
151
Hartford Investment Management Co (HIMCO)
Connecticut
$73.6M +$23.5M +1,374,288 +50%
N
152
Nuveen
North Carolina
$73.6M +$26.1M +1,523,887 +59%
MVP
153
Miller Value Partners
Florida
$72.9M -$183K -10,700 -0.3%
CRM
154
Cramer Rosenthal McGlynn
Connecticut
$72.1M +$43.5M +2,541,390 +170%
TPSF
155
Texas Permanent School Fund
Texas
$71.5M -$1.46M -85,223 -2%
TSU
156
TD Securities (USA)
New York
$71.4M +$5.39M +315,110 +9%
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$71M +$10.5M +614,077 +18%
Axa
158
Axa
France
$70.5M -$358K -20,896 -0.5%
BTS
159
BB&T Securities
Virginia
$70.4M +$1.17M +68,574 +21%
GE
160
General Electric
Ohio
$69.9M +$8.3M +484,871 +14%
NAM
161
NorthCoast Asset Management
Connecticut
$68.2M +$5.23M +305,824 +9%
KIG
162
Kovitz Investment Group
Illinois
$68.2M -$699K -40,850 -1%
SDIC
163
South Dakota Investment Council
South Dakota
$67.6M -$431K -25,190 -0.7%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$67.4M -$653K -38,187 -1%
GC
165
Guggenheim Capital
Illinois
$66.9M -$1.36M -79,650 -2%
ProShare Advisors
166
ProShare Advisors
Maryland
$66.4M +$4.51M +263,359 +8%
Boston Partners
167
Boston Partners
Massachusetts
$65.9M +$10.9M +639,488 +21%
CCMH
168
Cornerstone Capital Management Holdings
New York
$65.1M +$3.23M +188,459 +5%
SFM
169
Systematic Financial Management
New Jersey
$64.8M -$934K -54,592 -1%
SB
170
Suntrust Banks
Georgia
$64.2M -$3.14M -183,377 -5%
Public Sector Pension Investment Board (PSP Investments)
171
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$63.7M -$13.9M -814,300 -19%
FQ
172
First Quadrant
California
$63.5M
CNB
173
City National Bank
California
$63.2M +$73.2K +4,277 +0.1%
RCAMU
174
Rothschild & Co Asset Management US
Connecticut
$62.9M +$50.2M +2,933,594 +516%
SEI Investments
175
SEI Investments
Pennsylvania
$61.3M +$58.6M +3,425,304 New

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.