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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
QOP
826
Quinn Opportunity Partners
Virginia
$1.14M +$1.19M +74,000 New
MCM
827
Mengis Capital Management
Oregon
$1.13M +$176K +10,955 +18%
MPI
828
Mairs & Power Inc
Minnesota
$1.12M
GIS
829
Guardian Investor Services
New York
$1.12M -$1.83K -114 -0.2%
BSW
830
Buckingham Strategic Wealth
Missouri
$1.11M +$5.35K +333 +0.5%
WIS
831
Wright Investors Service
Connecticut
$1.11M -$116K -7,229 -9%
MAM
832
Mizuho Asset Management
Japan
$1.1M +$383K +23,873 +50%
RWA
833
River Wealth Advisors
Pennsylvania
$1.1M +$1.15M +71,778 New
PL
834
Plancorp LLC
Missouri
$1.1M +$299K +18,597 +35%
FCCM
835
First City Capital Management
Georgia
$1.1M +$24.3K +1,510 +2%
BFG
836
Bouchey Financial Group
New York
$1.1M
P
837
Pitcairn
Pennsylvania
$1.09M -$15.9K -993 -1%
AMIM
838
Aull & Monroe Investment Management
Alabama
$1.09M -$8.03K -500 -0.7%
BFC
839
Blue Fin Capital
Rhode Island
$1.09M -$85.5K -5,325 -7%
LCM
840
Lakewood Capital Management
New York
$1.08M +$1.12M +70,000 New
TNBTD
841
Trustmark National Bank Trust Department
Mississippi
$1.07M +$455K +28,341 +69%
AC
842
Allstate Corporation
Illinois
$1.06M -$5.85M -364,219 -84%
ARMT
843
Amica Retiree Medical Trust
Rhode Island
$1.05M
TCT
844
TIAA CREF Trust
Missouri
$1.04M +$78.4K +4,879 +8%
MVA
845
Mount Vernon Associates
Maryland
$1.04M +$103K +6,400 +10%
MIC
846
Meridian Investment Counsel
California
$1.04M +$56.3K +3,505 +5%
WT
847
Washington Trust
Rhode Island
$1.04M +$11.4K +708 +1%
SAA
848
Southeast Asset Advisors
Georgia
$1.03M +$209 +13 +0%
GW
849
GW & Wade
Massachusetts
$1.03M +$735K +45,742 +218%
FWM
850
Focused Wealth Management
New York
$1.03M +$25.3K +1,574 +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.