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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
ERIM
476
Eagle Ridge Investment Management
Connecticut
$5.97M +$30.2K +1,881 +0.5%
AHC
477
Anderson Hoagland & Co
Missouri
$5.93M +$328K +20,420 +6%
NMIMC
478
Northwestern Mutual Investment Management Company
Wisconsin
$5.9M +$6.16M +383,422 New
PPCM
479
Pillar Pacific Capital Management
California
$5.89M +$43.2K +2,690 +0.7%
FTB
480
First Trust Bank
Bahamas
$5.86M
MA
481
Menlo Advisors
California
$5.86M +$64.1K +3,990 +1%
CFB
482
Cullen/Frost Bankers
Texas
$5.84M +$372K +23,142 +6%
CBB
483
Citizens Business Bank
California
$5.81M +$376K +23,428 +7%
KIA
484
KCM Investment Advisors
California
$5.72M +$3.2M +198,984 +115%
RIL
485
Rothschild Investment LLC
Illinois
$5.7M -$181K -11,300 -3%
BF
486
BOK Financial
Oklahoma
$5.7M -$27.1K -1,685 -0.5%
HCP
487
Holt Capital Partners
Texas
$5.66M
NCA
488
New Century Advisors
Maryland
$5.62M +$803K +50,000 +16%
BMCMI
489
Bryn Mawr Capital Management Inc
Pennsylvania
$5.62M +$5.86M +364,941 New
PFC
490
Phocas Financial Corp
California
$5.61M -$4.24M -263,886 -42%
DG
491
Davidson & Garrard
Virginia
$5.59M +$56.7K +3,529 +1%
SSWM
492
Smith Salley Wealth Management
North Carolina
$5.59M +$476K +29,624 +9%
AAM
493
Auxier Asset Management
Oregon
$5.55M +$52.2K +3,250 +0.9%
CONA
494
Capital One National Association
New York
$5.54M +$600K +37,384 +12%
QIM
495
Quest Investment Management
Oregon
$5.51M -$5M -311,607 -47%
CI
496
Conning Inc
Connecticut
$5.48M -$19.9K -1,240 -0.3%
Truist Financial
497
Truist Financial
North Carolina
$5.47M +$530K +32,976 +10%
SAMNY
498
Samsung Asset Management (New York)
New York
$5.42M +$108K +6,750 +2%
JPC
499
Jackson Park Capital
Utah
$5.39M +$803K +50,000 +17%
AIP
500
Ameritas Investment Partners
Nebraska
$5.37M

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.