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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.65B +$290M +16,961,578 +3%
State Street
2
State Street
Massachusetts
$8.55B +$371M +21,654,639 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$6.9B +$919M +53,717,881 +16%
BIT
4
BlackRock Institutional Trust
California
$4.93B +$21.4M +1,248,960 +0.5%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.22B +$94.5M +5,519,970 +3%
Dodge & Cox
6
Dodge & Cox
California
$2.76B +$230M +13,412,848 +10%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.57B -$46M -2,685,434 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.36B -$28M -1,635,535 -1%
Northern Trust
9
Northern Trust
Illinois
$2.33B -$17M -991,179 -0.8%
Harris Associates
10
Harris Associates
Illinois
$2.3B +$7.35M +429,600 +0.3%
Citigroup
11
Citigroup
New York
$2.26B -$257M -14,996,232 -11%
BFA
12
BlackRock Fund Advisors
California
$2.05B +$196M +11,442,757 +11%
Wells Fargo
13
Wells Fargo
California
$1.73B +$54.7M +3,194,206 +3%
FCM
14
Fairholme Capital Management
Florida
$1.69B -$58.3M -3,405,700 -3%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.59B +$25.8M +1,508,050 +2%
BG
16
BlackRock Group
United Kingdom
$1.54B +$56.1M +3,278,352 +4%
Norges Bank
17
Norges Bank
Norway
$1.54B +$43.7M +2,554,927 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.48B +$49.7M +2,905,739 +4%
IG
19
ING Group
Netherlands
$1.4B +$638M +37,301,814 +91%
Goldman Sachs
20
Goldman Sachs
New York
$1.34B +$64.2M +3,754,453 +5%
Korea Investment Corp
21
Korea Investment Corp
South Korea
$1.34B -$5.48M -320,100 -0.4%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$1.31B +$193M +11,302,859 +18%
Invesco
23
Invesco
Georgia
$1.28B +$178M +10,396,266 +17%
OTPPB
24
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.12B +$844M +49,310,603 +374%
TCIM
25
TIAA CREF Investment Management
New York
$1.08B +$26.5M +1,546,966 +3%

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.