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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
VC
676
Vestor Capital
Illinois
$2.34M -$70.3K -4,378 -3%
JC
677
JBF Capital
Colorado
$2.31M
MWAC
678
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.3M +$248K +15,426 +11%
SACTSONJ
679
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.3M
MIM
680
Marco Investment Management
Georgia
$2.27M -$17.2K -1,070 -0.7%
PP
681
Patten & Patten
Tennessee
$2.23M -$1.94K -121 -0.1%
AP
682
Advisor Partners
California
$2.22M +$30.4K +1,890 +1%
GCA
683
Gideon Capital Advisors
New York
$2.21M +$2.31M +143,652 New
WJA
684
Williams Jones & Associates
New York
$2.21M +$224K +13,965 +11%
FNB
685
First Niagara Bank
New York
$2.21M -$225K -14,015 -9%
TCM
686
Tradition Capital Management
New Jersey
$2.2M +$60.2K +3,751 +3%
MSE
687
MUFG Securities EMEA
United Kingdom
$2.2M +$1.04M +65,000 +83%
MUSU
688
Mitsubishi UFJ Securities (USA)
New York
$2.2M +$2.3M +143,000 New
CPS
689
Counsel Portfolio Services
Ontario, Canada
$2.17M -$785K -48,900 -26%
WPP
690
Whalerock Point Partners
Rhode Island
$2.17M -$48.7K -3,030 -2%
CC
691
Courier Capital
New York
$2.16M +$14.5K +900 +0.6%
KCA
692
KR Capital Advisors
New York
$2.15M -$7.79K -485 -0.3%
UFG
693
United Fire Group
Iowa
$2.15M
BFS
694
Bradley Foster & Sargent
Connecticut
$2.14M +$196K +12,180 +10%
ATC
695
Argent Trust Company
Louisiana
$2.12M +$63.4K +3,950 +3%
SCM
696
Schnieders Capital Management
California
$2.11M -$109K -6,807 -5%
BAM
697
Berkshire Asset Management
Pennsylvania
$2.09M +$314K +19,553 +17%
GI
698
GAMCO Investors
Connecticut
$2.09M -$15.9K -988 -0.7%
AL
699
Agran Libbie
California
$2.07M +$81.1K +5,050 +4%
LNB
700
Ledyard National Bank
$2.07M -$32.4K -2,015 -1%

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.