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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$824M -$3.13M -194,657 -0.4%
BA
27
BlackRock Advisors
Delaware
$783M -$59M -3,672,818 -7%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$777M +$119M +7,414,693 +17%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$776M -$364M -22,683,487 -31%
Morgan Stanley
30
Morgan Stanley
New York
$764M -$88.3M -5,497,027 -10%
Wellington Management Group
31
Wellington Management Group
Massachusetts
$762M -$1.4M -87,015 -0.2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$732M -$15.3M -954,729 -2%
Legal & General Group
33
Legal & General Group
United Kingdom
$718M -$3.87M -240,900 -0.5%
UBS AM
34
UBS AM
Illinois
$675M +$7.47M +464,877 +1%
IC
35
Institutional Capital
Illinois
$675M +$76.3M +4,750,309 +12%
Fisher Asset Management
36
Fisher Asset Management
Washington
$648M +$2.26M +140,769 +0.3%
Ameriprise
37
Ameriprise
Minnesota
$612M +$36.5M +2,269,921 +6%
Deutsche Bank
38
Deutsche Bank
Germany
$601M +$222M +13,824,824 +55%
Capital World Investors
39
Capital World Investors
California
$596M
HSBC Holdings
40
HSBC Holdings
United Kingdom
$591M +$19.5M +1,211,206 +3%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$554M
UBS Group
42
UBS Group
Switzerland
$491M -$83.7M -5,213,448 -14%
MB
43
Mizuho Bank
Japan
$481M
Pzena Investment Management
44
Pzena Investment Management
New York
$476M -$4.99M -311,010 -1%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$459M -$2.03M -126,105 -0.4%
Charles Schwab
46
Charles Schwab
California
$436M -$15.5M -965,094 -3%
Prudential Financial
47
Prudential Financial
New Jersey
$435M +$112M +6,955,000 +33%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$423M +$38.8M +2,416,357 +10%
Sanders Capital
49
Sanders Capital
Florida
$420M +$16.4M +1,021,000 +4%
BlackRock
50
BlackRock
New York
$398M +$7.28M +452,980 +2%

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.