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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
IPC
576
Independent Portfolio Consultants
Florida
$3.61M +$173K +10,744 +5%
OWD
577
Osborn Williams & Donohoe
Ohio
$3.6M +$542K +33,731 +17%
RG
578
Rathbones Group
United Kingdom
$3.58M -$311K -19,356 -8%
NCMW
579
Northern Capital Management (Wisconsin)
Wisconsin
$3.56M +$311K +19,368 +9%
JAM
580
Jolley Asset Management
North Carolina
$3.55M +$314K +19,570 +9%
PSUF
581
People's United Financial
Connecticut
$3.55M -$181K -11,246 -5%
TCA
582
Teewinot Capital Advisers
New York
$3.54M
EOJOAM
583
E. Ohman J:or Asset Management
Sweden
$3.54M +$128K +8,000 +4%
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$3.54M +$3.42M +213,167 +1,284%
CA
585
Corrado Advisors
New Jersey
$3.53M +$3.44M +214,186 +1,436%
CC
586
ClearArc Capital
Ohio
$3.51M +$62.3K +3,881 +2%
MCA
587
Mendon Capital Advisors
Florida
$3.47M +$402K +25,000 +12%
RMSCM
588
R.M. Sincerbeaux Capital Management
New York
$3.47M -$24.1K -1,500 -0.7%
SAMT
589
Select Asset Management & Trust
Pennsylvania
$3.46M
RAM
590
Ramsey Asset Management
Virginia
$3.45M
PAM
591
PartnerRe Asset Management
Connecticut
$3.43M -$17.5K -1,089 -0.5%
CI
592
Constellation Investments
Ohio
$3.43M +$154K +9,600 +5%
HVIA
593
Hudson Valley Investment Advisors
New York
$3.4M +$197K +12,235 +6%
CIP
594
Convergence Investment Partners
Florida
$3.36M -$1.39M -86,848 -28%
BII
595
Bainco International Investors
Massachusetts
$3.33M +$193K +12,000 +6%
GCA
596
Greenwood Capital Associates
South Carolina
$3.32M -$1.68M -104,796 -33%
ACM
597
Alpha Capital Management
Texas
$3.32M
HAI
598
Hennessy Advisors Inc
California
$3.31M -$883K -55,000 -20%
OMCS
599
Old Mutual Customised Solutions
South Africa
$3.28M -$618K -38,500 -15%
FT
600
Fiduciary Trust
Massachusetts
$3.28M -$79K -4,922 -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.