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Bank of America Depository Shares Series E
BAC.PRE

5 hedge funds and large institutions have $2.25M invested in Bank of America Depository Shares Series E in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 4 → 5 (+1)

1% more capital invested

Capital invested by funds: $2.24M → $2.25M (+$17K)

0.01% more ownership

Funds ownership: 0.54% → 0.55% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RFA
Reilly Financial Advisors
California
+$22.9K
2
DG
Davidson & Garrard
Virginia
+$10.5K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$6.35K
Name Holding Trade Value Shares
Change 		Change in
Stake
DG
1
Davidson & Garrard
Virginia
$1.41M +$10.5K +495 +0.7%
GLRA
2
Gerald L. Ray & Associates
Texas
$529K – – –
KIA
3
KCM Investment Advisors
California
$225K -$6.35K -300 -3%
HCM
4
Highlander Capital Management
New Jersey
$68K – – –
RFA
5
Reilly Financial Advisors
California
$23K +$22.9K +1,083 New

BAC.PRE Hedge Fund Activity: Q3 2015 in Review

5 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q3 2015, worth a combined $2.25M — up 0.76% from $2.24M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new BAC.PRE positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Reilly Financial Advisors, opening a new position worth an estimated $22.9K. The largest seller was KCM Investment Advisors, cutting an estimated $6.35K.

  • 5 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q3 2015, up from 4 in Q2 2015.
  • Funds reported $2.25M of Bank of America Depository Shares Series E stock for Q3 2015, up 0.76% quarter-over-quarter.
  • 1 fund opened new Bank of America Depository Shares Series E positions in Q3 2015 and 0 closed out, a net change of +1 holder.
  • The largest Bank of America Depository Shares Series E buyer in Q3 2015 was Reilly Financial Advisors, an estimated $22.9K added.
  • The largest Bank of America Depository Shares Series E seller in Q3 2015 was KCM Investment Advisors, an estimated $6.35K sold.

Based on aggregated 13F filings for Q3 2015.