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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
PA
376
Pinnacle Associates
New York
$10.7M -$120K -7,441 -1%
HCM
377
Highbridge Capital Management
New York
$10.7M +$10.8M +671,982 +3,167%
Fidelity International
378
Fidelity International
Bermuda
$10.6M -$311K -19,341 -3%
WF
379
Welch & Forbes
Massachusetts
$10.6M +$1.54M +95,706 +16%
SCM
380
Suffolk Capital Management
New York
$10.2M +$1.77M +109,959 +20%
AF
381
Ally Financial
Michigan
$10.1M +$5.86M +365,000 +126%
DBT
382
Dubuque Bank & Trust
Iowa
$10.1M -$2.01M -125,056 -16%
AM
383
Appaloosa Management
Florida
$10M +$10.4M +650,000 New
HIMC
384
Heritage Investors Management Corp
Maryland
$9.98M +$201K +12,489 +2%
CCA
385
Cobblestone Capital Advisors
New York
$9.98M +$82.1K +5,115 +0.8%
CIM
386
Calvert Investment Management
Maryland
$9.96M +$776K +48,304 +8%
BCMNY
387
Buckingham Capital Management (New York)
New York
$9.92M +$71.7K +4,465 +0.7%
ICM
388
ICC Capital Management
Florida
$9.91M -$232K -14,420 -2%
ECM
389
Estabrook Capital Management
New York
$9.91M +$25.2K +1,572 +0.2%
TCM
390
Twin Capital Management
Pennsylvania
$9.9M +$1.98M +123,190 +24%
AFG
391
American Financial Group
Ohio
$9.87M
DRZID
392
DePrince Race & Zollo Inc (DRZ)
Florida
$9.87M +$1M +62,500 +11%
B
393
Barings
North Carolina
$9.86M -$967K -60,200 -9%
TIM
394
Thompson Investment Management
Wisconsin
$9.64M +$293K +18,242 +3%
GIM
395
Greystone Investment Management
Ohio
$9.44M -$112K -6,960 -1%
AFG
396
Albion Financial Group
Utah
$9.43M +$133K +8,305 +1%
WI
397
Wafra Inc
New York
$9.41M -$12.9M -803,265 -57%
CA
398
Continental Advisors
Utah
$9.37M +$371K +23,100 +4%
Macquarie Group
399
Macquarie Group
Australia
$9.35M -$2.78M -173,298 -22%
IAS
400
IMA Advisory Services
Colorado
$9.3M +$102K +6,338 +1%

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.