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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
MSA
201
Mason Street Advisors
Wisconsin
$45.8M +$197K +11,500 +0.5%
ERSOT
202
Employees Retirement System of Texas
Texas
$45.2M -$9.33M -545,000 -18%
EEG
203
E.E. Geduld
$45.2M
FAF
204
Fjarde Ap-fonden
Sweden
$44.8M -$2.84M -166,084 -6%
EIM
205
ExxonMobil Investment Management
Texas
$44.4M -$1.67M -97,490 -4%
HC
206
Hosking & Co
Ireland
$43.8M +$41.9M +2,446,134 New
DCM
207
Dupont Capital Management
Delaware
$43.6M +$12M +703,694 +41%
LC
208
Lourd Capital
California
$42.2M +$33.8K +1,977 +0.1%
PTC
209
Philadelphia Trust Company
Pennsylvania
$41.3M -$6.88M -401,998 -15%
WBC
210
Westpac Banking Corp
Australia
$41.2M +$9.39M +548,720 +31%
DJC
211
Daily Journal Corp
California
$41.1M
PC
212
PointState Capital
New York
$40.1M +$38.4M +2,241,200 New
RJA
213
Raymond James & Associates
Florida
$39.3M +$1.2M +70,117 +3%
VRS
214
Virginia Retirement Systems
Virginia
$38.9M +$2.64M +154,504 +8%
Citadel Advisors
215
Citadel Advisors
Florida
$38.9M +$36.5M +2,134,537 +5,672%
BCM
216
Boyle Capital Management
Iowa
$38.6M -$869K -50,806 -2%
OPERF
217
Oregon Public Employees Retirement Fund
Oregon
$38.1M -$622K -36,337 -2%
Mirae Asset Global Investments
218
Mirae Asset Global Investments
South Korea
$37.9M -$11.6M -677,152 -24%
PC
219
PM Capital
Australia
$37.7M +$36.1M +2,107,543 New
CEP
220
Chicago Equity Partners
Illinois
$37.7M +$35.8M +2,090,925 +14,520%
NRECA
221
National Rural Electric Cooperative Association
Virginia
$37.5M
BA
222
Boston Advisors
Massachusetts
$36.8M +$561K +32,787 +2%
MCM
223
Masters Capital Management
Georgia
$36.5M +$667K +38,980 +2%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$36.3M +$5.14M +300,481 +17%
PFC
225
Poplar Forest Capital
California
$35.8M +$1.7M +99,396 +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.