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
GWCM
976
Godshalk Welsh Capital Management
Pennsylvania
$612K +$43.4K +2,700 +7%
SS
977
Sunbelt Securities
Texas
$608K +$141M +8,755,580 +1,444%
GG
978
Gofen & Glossberg
Illinois
$607K -$15.1K -939 -2%
CI
979
Cowen Inc
New York
$607K +$633K +39,426 New
OPTFSNA
980
Old Point Trust & Financial Services N A
Virginia
$602K +$145K +9,000 +30%
BOTW
981
Bank of the West
California
$599K +$98.6K +6,142 +19%
HIC
982
Holderness Investments Company
North Carolina
$593K +$68.9K +4,292 +13%
IT
983
Investors Trust
Texas
$590K
MA
984
MCF Advisors
Kentucky
$584K +$1.75K +109 +0.3%
TSWM
985
Triangle Securities Wealth Management
North Carolina
$582K +$46.8K +2,911 +8%
AIM
986
Avity Investment Management
Connecticut
$580K -$64.4K -4,010 -10%
AWS
987
Aris Wealth Services
Pennsylvania
$580K +$67.6K +4,210 +13%
ISL
988
Ingalls & Snyder LLC
New York
$568K +$101K +6,300 +21%
MSFP
989
Mark Sheptoff Financial Planning
Connecticut
$567K -$193K -11,998 -25%
RC
990
RegentAtlantic Capital
New Jersey
$562K -$47.4K -2,952 -7%
PVWM
991
Point View Wealth Management
New Jersey
$562K +$96.1K +5,983 +20%
LOT
992
Lombard Odier Transatlantic
Quebec, Canada
$559K
PFBT
993
Parkside Financial Bank & Trust
Missouri
$555K -$1.28K -80 -0.2%
CIA
994
Choate Investment Advisors
Massachusetts
$550K -$282K -17,573 -33%
DCLA
995
Douglas C. Lane & Associates
New York
$549K +$153K +9,557 +37%
CFA
996
CT Financial Advisors
Pennsylvania
$542K
MHS
997
M Holdings Securities
Oregon
$542K -$29.3K -1,824 -5%
FHC
998
First Heartland Consultants
Missouri
$542K -$1.27K -79 -0.2%
AC
999
Addison Capital
Pennsylvania
$536K -$2.41K -150 -0.4%
RIG
1000
Roosevelt Investment Group
New York
$534K -$10.9K -680 -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.