We are live on ! Find out more
BAC icon

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
OPCM
851
Osborne Partners Capital Management
California
$1.02M -$165K -10,251 -13%
MP
852
Manifold Partners
California
$1.02M -$631K -39,273 -37%
WPC
853
White Pine Capital
Minnesota
$1.01M -$384K -23,900 -27%
MA
854
Marshwinds Advisory
Georgia
$999K +$16 +1 +0%
CAL
855
Capital Analysts LLC
Pennsylvania
$999K -$74.8K -4,657 -7%
DCM
856
Decade Capital Management
New York
$994K +$1.04M +64,557 New
GC
857
Grimes & Company
Massachusetts
$980K +$73.1K +4,553 +8%
WSCM
858
Wellington Shields Capital Management
New York
$976K -$344K -21,400 -25%
MIC
859
MU Investments Company
Japan
$967K -$76.4K -4,760 -7%
BBI
860
Baxter Bros Inc
Connecticut
$966K +$27.3K +1,701 +3%
CHJWM
861
Carlton Hofferkamp & Jenks Wealth Management
Texas
$957K +$28.9K +1,801 +3%
FSA
862
Franklin Street Advisors
North Carolina
$948K +$20.1K +1,250 +2%
HA
863
Hamel Associates
New Jersey
$947K +$448K +27,900 +83%
CFA
864
Carroll Financial Associates
North Carolina
$937K +$94.3K +5,873 +11%
MNBTD
865
Moody National Bank Trust Division
Texas
$936K +$8.62K +537 +0.9%
TAM
866
Trust Asset Management
Texas
$935K
LWM
867
Lyons Wealth Management
Florida
$932K -$48.2K -3,000 -5%
AAM
868
Advisors Asset Management
Colorado
$930K +$24.8K +1,546 +3%
CL
869
Choreo LLC
Illinois
$925K +$6.89K +429 +0.7%
NCM
870
Novare Capital Management
North Carolina
$923K -$79.5K -4,950 -8%
GWM
871
Gupta Wealth Management
California
$923K +$963K +59,968 New
ECM
872
EagleClaw Capital Management
Massachusetts
$922K
MCM
873
McGlinn Capital Management
Pennsylvania
$916K -$45K -2,800 -4%
IAMOG
874
Investors Asset Management of Georgia
Georgia
$914K
ONB
875
Old National Bancorp
Indiana
$904K +$74K +4,605 +9%

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.