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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
SRC
801
Shufro Rose & Co
New York
$1.23M -$4.82K -300 -0.4%
NPC
802
National Planning Corporation
California
$1.22M -$1.29M -80,589 -52%
SBWM
803
Sunflower Bank Wealth Management
Arizona
$1.22M
LI
804
Lafayette Investments
Maryland
$1.21M +$4.01K +250 +0.3%
MCM
805
Maple Capital Management
Vermont
$1.21M +$47.3K +2,943 +4%
I
806
IberiaBank
Louisiana
$1.2M +$32 +2 +0%
MA
807
MUFG Americas
New York
$1.19M -$15.3K -950 -1%
SI
808
SII Investments
Wisconsin
$1.19M +$124K +7,701 +11%
CTI
809
Community Trust & Investment
Kentucky
$1.19M +$201K +12,525 +19%
CA
810
Cetera Advisors
Colorado
$1.18M -$45.6K -2,839 -4%
Bessemer Group
811
Bessemer Group
New Jersey
$1.18M +$47.7K +2,970 +4%
RT
812
Rockland Trust
Massachusetts
$1.18M +$48.9K +3,043 +4%
CCA
813
Checchi Capital Advisers
California
$1.17M +$996 +62 +0.1%
NAM
814
Needelman Asset Management
California
$1.16M -$6.67K -415 -0.5%
TFA
815
Transamerica Financial Advisors
Florida
$1.16M +$43.4K +2,700 +4%
MCM
816
Maltese Capital Management
New York
$1.15M -$402K -25,000 -25%
SM
817
Scoggin Management
New York
$1.15M +$1.2M +75,000 New
CA
818
Cullinan Associates
Kentucky
$1.15M +$213K +13,250 +22%
WTC
819
WhitTier Trust Company
Nevada
$1.15M -$164K -10,215 -12%
BBA
820
BLB&B Advisors
Pennsylvania
$1.15M +$73K +4,543 +6%
WTB
821
Washington Trust Bank
Washington
$1.14M +$516K +32,121 +76%
CCWA
822
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.14M +$503K +31,311 +73%
CAM
823
Columbia Asset Management
Michigan
$1.14M -$29.4K -1,830 -2%
JIP
824
Jaffetilchin Investment Partners
Florida
$1.14M +$3.77K +235 +0.3%
CWP
825
Capital Wealth Planning
Florida
$1.14M +$69.7K +4,341 +6%

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.