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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
CGT
1001
Capital Guardian Trust
California
$530K +$553K +34,455 New
LIM
1002
Leavell Investment Management
Alabama
$525K
S
1003
SignatureFD
Georgia
$523K +$10.1K +628 +2%
PHS
1004
Pekin Hardy Strauss
Illinois
$521K -$2.69M -167,536 -83%
ANTB
1005
AMG National Trust Bank
Colorado
$517K +$3.24K +202 +0.6%
CMANY
1006
Capital Management Associates (New York)
New York
$515K -$22K -1,371 -4%
PWLP
1007
Prio Wealth Limited Partnership
Massachusetts
$514K +$8.88K +553 +2%
AI
1008
Atria Investments
North Carolina
$513K +$21.9K +1,365 +4%
CS
1009
Comerica Securities
Michigan
$512K +$534K +33,265 New
NAM
1010
NTV Asset Management
West Virginia
$511K -$1.61K -100 -0.3%
RAM
1011
RWC Asset Management
United Kingdom
$511K
EWA
1012
Exencial Wealth Advisors
Oklahoma
$510K +$4.98K +310 +1%
ZCA
1013
Zeke Capital Advisors
Pennsylvania
$509K +$116K +7,193 +28%
KA
1014
Kovack Advisors
Florida
$508K +$21.4K +1,330 +4%
HF
1015
HRT Financial
New York
$508K +$531K +33,055 New
MPIA
1016
Mountain Pacific Investment Advisers
Idaho
$507K -$11.2K -700 -2%
BCM
1017
BTR Capital Management
California
$505K
TSS
1018
Two Sigma Securities
New York
$504K -$308K -19,175 -37%
CHC
1019
City Holding Co
West Virginia
$504K -$4.93K -307 -0.9%
SAMC
1020
Shinko Asset Management Company
Japan
$503K -$32.8K -2,044 -6%
KCM
1021
Kornitzer Capital Management
Kansas
$501K -$71.5K -4,450 -12%
TCOV
1022
Trust Company of Vermont
Vermont
$500K +$18.7K +1,164 +4%
SLA
1023
Silver Lake Advisory
Utah
$497K +$1.49K +93 +0.3%
BB
1024
Busey Bank
Illinois
$496K +$3.85K +240 +0.8%
RCA
1025
Rex Capital Advisors
Rhode Island
$492K

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.