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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
Balyasny Asset Management
601
Balyasny Asset Management
Illinois
$3.27M -$1.62M -100,670 -32%
SC
602
Searle & Co
Connecticut
$3.21M -$50.6K -3,150 -1%
WB
603
Webster Bank
Connecticut
$3.21M +$24.7K +1,539 +0.7%
HIM
604
Hermes Investment Management
United Kingdom
$3.2M +$321K +20,000 +11%
CCM
605
Chilton Capital Management
Texas
$3.17M
CL
606
CSS LLC
Illinois
$3.15M
FA
607
Fagan Associates
New York
$3.15M +$38.8K +2,413 +1%
AIIMS
608
Analyst IMS Investment Management Services
Israel
$3.13M -$54.3K -3,379 -2%
SAG
609
Sterne Agee Group
Alabama
$3.1M -$237K -14,765 -7%
Northwestern Mutual Wealth Management
610
Northwestern Mutual Wealth Management
Wisconsin
$3.08M +$69.8K +4,348 +2%
SCM
611
Sterling Capital Management
North Carolina
$3.06M -$120K -7,500 -4%
SCA
612
Salient Capital Advisors
Texas
$3.05M +$665K +41,416 +45%
BOK
613
Bank of Kentucky
Kentucky
$3.01M +$153K +9,500 +5%
EFS
614
Essex Financial Services
Connecticut
$2.99M +$24.5K +1,528 +0.8%
PDN
615
Pensionfund DSM Netherlands
Netherlands
$2.96M
WCM
616
Washington Capital Management
Washington
$2.95M +$49.8K +3,100 +2%
RJT
617
Raymond James Trust
Florida
$2.94M +$1.82M +113,313 +146%
DPIM
618
Duff & Phelps Investment Management
Illinois
$2.91M -$155K -9,660 -5%
Mariner
619
Mariner
Kansas
$2.91M +$1.07M +66,450 +54%
ACM
620
Azimuth Capital Management
Michigan
$2.9M +$20.9K +1,300 +0.7%
AA
621
Apriem Advisors
California
$2.89M -$15.6K -970 -0.5%
CTC
622
Central Trust Company
Missouri
$2.88M -$119K -7,380 -4%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$2.88M +$298K +18,575 +11%
SCM
624
SOL Capital Management
Maryland
$2.87M
HNB
625
Huntington National Bank
Ohio
$2.85M -$227K -14,104 -7%

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.