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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
AC
401
Ascend Capital
California
$9.3M -$16.2M -1,011,491 -63%
Rafferty Asset Management
402
Rafferty Asset Management
New York
$9.27M +$4.66M +290,042 +93%
TM
403
Tikvah Management
North Carolina
$9.26M
Daiwa Securities Group
404
Daiwa Securities Group
Japan
$9.23M -$557K -34,700 -5%
EWM
405
Edge Wealth Management
New York
$9.23M +$8.85M +551,079 +1,203%
OA
406
OFI Advisors
Pennsylvania
$9.15M -$148K -9,242 -2%
BKBG
407
BHF Kleinwort Benson Group
Belgium
$9.13M +$459K +28,600 +5%
MCM
408
MAI Capital Management
Ohio
$9.1M +$8.99M +560,025 +1,810%
ACM
409
Aquamarine Capital Management
New York
$9.06M
STI
410
Susquehanna Trust & Investment
Pennsylvania
$8.92M +$133K +8,253 +1%
AGI
411
Athena Global Investors
Virginia
$8.87M +$591K +36,818 +7%
William Blair & Company
412
William Blair & Company
Illinois
$8.84M +$272K +16,928 +3%
B
413
Baird
Wisconsin
$8.81M +$38.7K +2,409 +0.4%
FCBT
414
First Citizens Bank & Trust
North Carolina
$8.8M +$36.6K +2,280 +0.4%
Robeco Institutional Asset Management
415
Robeco Institutional Asset Management
Netherlands
$8.79M +$409K +25,467 +5%
NI
416
Nepsis Inc
Minnesota
$8.78M +$52.4K +3,263 +0.6%
SI
417
Stephens Inc
Arkansas
$8.66M +$317K +19,725 +4%
TCGI
418
Three Corner Global Investors
New York
$8.49M +$8.86M +551,600 New
MC
419
Middleton & Co
Massachusetts
$8.47M +$260K +16,196 +3%
SLI
420
Sumitomo Life Insurance
Japan
$8.37M -$930K -57,893 -10%
GIP
421
Greatmark Investment Partners
Georgia
$8.37M -$34.1K -2,125 -0.4%
RCG
422
Ruane, Cunniff & Goldfarb
New York
$8.32M -$4.82K -300 -0.1%
SIC
423
Salem Investment Counselors
North Carolina
$8.23M +$858K +53,427 +11%
SW
424
SVB Wealth
Massachusetts
$8.2M -$2.83M -176,002 -25%
V
425
Veritable
Delaware
$8.18M -$5M -311,420 -37%

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.