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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
CAN
626
Cetera Advisor Networks
California
$2.85M -$5.27K -328 -0.2%
PGIM
627
Pacific Global Investment Management
California
$2.84M +$334K +20,780 +13%
CK
628
Cohen Klingenstein
New York
$2.84M
FSC
629
Fiduciary Services Corp
Georgia
$2.84M +$293K +18,252 +11%
HW
630
Hedeker Wealth
Illinois
$2.81M +$61.8K +3,850 +2%
KC
631
Kingfisher Capital
North Carolina
$2.81M +$2.68K +167 +0.1%
GWM
632
Graybill Wealth Management
Illinois
$2.81M +$27.4K +1,705 +0.9%
TBA
633
Train Babcock Advisors
New York
$2.77M -$30.9K -1,925 -1%
CWM
634
Concert Wealth Management
California
$2.75M +$442K +27,515 +9%
CF
635
CNA Financial
Illinois
$2.74M
BAM
636
Boyar Asset Management
New York
$2.73M -$9.48K -590 -0.3%
MC
637
Moors & Cabot
Massachusetts
$2.71M +$114K +7,078 +4%
PNC
638
Park National Corp
Ohio
$2.69M -$530K -32,983 -16%
SM
639
Salzhauer Michael
$2.69M +$936K +58,294 +14%
GCM
640
Gator Capital Management
Florida
$2.67M +$2.36M +146,715 +553%
AF
641
Arrow Financial
New York
$2.66M -$534K -33,263 -16%
CBU
642
CIBC Bank USA
Illinois
$2.65M -$17K -1,059 -0.6%
MFS
643
MSI Financial Services
Massachusetts
$2.65M +$975K +60,687 +55%
BPGAM
644
BTG Pactual Global Asset Management
Bermuda
$2.64M +$2.75M +171,250 New
SIG
645
Schooner Investment Group
Pennsylvania
$2.62M -$883K -55,000 -24%
WAM
646
Wolverine Asset Management
Illinois
$2.62M +$2.73M +170,107 New
OL
647
Orbitronix LP
California
$2.62M
VHAM
648
Van Hulzen Asset Management
California
$2.61M +$9.89K +616 +0.4%
DSC
649
Duncker Streett & Co
Missouri
$2.6M -$22.5K -1,401 -0.8%
SIM
650
Sterling Investment Management
Arizona
$2.58M +$59.8K +3,725 +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.