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Bank of America

1,422 hedge funds and large institutions have $96.9B invested in Bank of America in 2015 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 561 increasing their positions, 565 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 110

0% less funds holding

Funds holding: 1,4291,422 (-7)

1% less repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 565

16% less capital invested

Capital invested by funds: $115B → $96.9B (-$18.6B)

23% less funds holding in top 10

Funds holding in top 10: 153118 (-35)

37.78% less ownership

Funds ownership: 1,259.9%1,222.13% (-38%)

45% less call options, than puts

Call options by funds: $1.71B | Put options by funds: $3.12B

Holders
1,422
Holders Change
-7
Holders Change %
-0.49%
% of All Funds
37.89%
Holding in Top 10
118
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-22.88%
% of All Funds
3.14%
New
119
Increased
561
Reduced
565
Closed
110
Calls
$1.71B
Puts
$3.12B
Net Calls
-$1.41B
Net Calls Change
-$737M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
276
Ferguson Wellman Capital Management
Oregon
$20.3M +$498K +30,999 +2%
FQ
277
First Quadrant
California
$20.2M -$35.9M -2,232,500 -63%
Stifel Financial
278
Stifel Financial
Missouri
$20.2M -$6.24M -388,790 -23%
TGA
279
Trilogy Global Advisors
Florida
$20.2M +$21.1M +1,311,135 New
FTIOP
280
Fiduciary Trust International of Pennsylvania
Pennsylvania
$20.1M +$55.1K +3,431 +0.3%
CC
281
Chubb Corp
New Jersey
$20M
UAM
282
UAS Asset Management
New York
$19.9M +$1.8M +112,040 +9%
BCM
283
Bridgeway Capital Management
Texas
$19.6M -$1.49M -92,540 -7%
MOACM
284
Mutual of America Capital Management
New York
$19.4M +$213K +13,258 +1%
BNP Paribas Asset Management
285
BNP Paribas Asset Management
France
$19.4M +$6.04M +375,832 +42%
WAM
286
World Asset Management
Michigan
$19.4M -$103K -6,419 -0.5%
Asset Management One
287
Asset Management One
Japan
$19.4M -$804K -50,043 -4%
CA
288
CapWealth Advisors
Tennessee
$19.1M -$406K -25,256 -2%
NMERB
289
New Mexico Educational Retirement Board
New Mexico
$18.8M -$837K -52,100 -4%
COPPSERS
290
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$18.6M -$11.4M -712,044 -37%
FCM
291
Force Capital Management
New York
$18.5M +$7.23M +450,000 +60%
AG
292
Artal Group
Luxembourg
$18.5M +$19.3M +1,200,000 New
GLA
293
Great Lakes Advisors
Illinois
$18.2M -$3.67M -228,788 -16%
OC
294
Oppenheimer & Co
New York
$17.8M -$3.47M -216,052 -16%
OAMG
295
Odey Asset Management Group
United Kingdom
$17.7M -$3.75M -233,650 -17%
JCP
296
Jabre Capital Partners
Switzerland
$17.6M +$7.87M +490,000 +64%
AWCI
297
Alpine Woods Capital Investors
New York
$17.5M -$1.07M -66,700 -6%
VFAM
298
Valley Forge Asset Management
Pennsylvania
$17.3M -$184K -11,450 -1%
IC
299
Inverness Counsel
New York
$17.2M -$5.34M -332,645 -23%
RO
300
Reservoir Operations
New York
$16.9M

BAC Hedge Fund Activity: Q1 2015 in Review

1,422 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2015, worth a combined $96.9B — down 16% from $115B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BAC positions and 110 closed out — a net gain of 9 holders — while 561 added to existing stakes and 565 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $690M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $667M.

  • 1,422 institutional investors held Bank of America (BAC) as of Q1 2015, down from 1,429 in Q4 2014.
  • Funds reported $96.9B of Bank of America stock for Q1 2015, down 16% quarter-over-quarter.
  • 119 funds opened new Bank of America positions in Q1 2015 and 110 closed out, a net change of +9 holders.
  • The largest Bank of America buyer in Q1 2015 was Susquehanna International Group, an estimated $690M added.
  • The largest Bank of America seller in Q1 2015 was Ontario Teachers' Pension Plan Board, an estimated $667M sold.

Based on aggregated 13F filings for Q1 2015.