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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
JMPWA
176
JP Morgan Private Wealth Advisors
California
$56.8M -$295K -17,248 -0.5%
SCM
177
Smead Capital Management
Arizona
$56.5M +$3.78M +221,003 +8%
DS
178
Dalal Street
Texas
$56.3M -$23.2M -1,358,000 -30%
EHC
179
Everett Harris & Co
California
$55.3M +$1.6M +93,416 +3%
FMI
180
Factory Mutual Insurance
Massachusetts
$55.2M
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$54.3M +$650K +37,974 +1%
GIBU
182
Gulf International Bank (UK)
United Kingdom
$53.9M +$702K +41,000 +1%
National Pension Service
183
National Pension Service
South Korea
$53.6M -$5.82M -339,833 -10%
LCOV
184
London Company of Virginia
Virginia
$53.5M +$3.24M +189,295 +7%
TG
185
TCW Group
California
$52.7M -$37.8M -2,207,650 -43%
ASRS
186
Arizona State Retirement System
Arizona
$52.7M +$282K +16,500 +0.6%
BL
187
BCWM LLC
Kansas
$50.6M -$5.8K -339 -0.1%
WA
188
Wasatch Advisors
Utah
$50.6M +$6.46M +377,752 +15%
SM
189
Seminole Management
New York
$50.4M +$32.2M +1,883,000 +201%
KBC Group
190
KBC Group
Belgium
$50M +$44.8M +2,619,481 +1,503%
PC
191
Passport Capital
California
$49.9M +$47.8M +2,791,189 New
AG
192
Aperio Group
California
$48.9M +$3.78M +220,990 +9%
CI
193
Clal Insurance
Israel
$48.9M +$46.7M +2,731,161 New
US Bancorp
194
US Bancorp
Minnesota
$48.7M -$2.35M -137,244 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
195
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$48.7M -$8.55M -499,700 -16%
JAM
196
Jupiter Asset Management
United Kingdom
$48.6M -$7.96M -464,950 -15%
CB
197
Cooke & Bieler
Pennsylvania
$48.6M -$204K -11,900 -0.4%
SL
198
Summitry LLC
California
$47M +$597K +34,878 +1%
Brown Advisory
199
Brown Advisory
Maryland
$47M +$795K +46,447 +2%
IRF
200
IBM Retirement Fund
New York
$46.8M -$236K -13,767 -0.5%

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.