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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
SHA
1051
Smith Hayes Advisers
Nebraska
$445K -$10.1K -627 -2%
SFT
1052
Simmons First Trust
Arkansas
$441K +$182K +11,330 +65%
EWM
1053
Empirical Wealth Management
Washington
$440K -$15K -931 -3%
HFM
1054
Hartford Financial Management
Connecticut
$436K +$212K +13,186 +87%
AF
1055
Allworth Financial
California
$435K +$1.51K +94 +0.3%
PIC
1056
Portland Investment Counsel
Ontario, Canada
$435K +$120K +7,500 +36%
FMB
1057
Field & Main Bank
Kentucky
$434K -$161K -10,000 -26%
AIM
1058
Aspen Investment Management
Michigan
$434K -$1.21K -75 -0.3%
LOCC
1059
Lombard Odier & Cie (Canada)
Quebec, Canada
$431K +$167K +10,400 +59%
HK
1060
Horizon Kinetics
New York
$426K -$11.6M -719,278 -96%
CCT
1061
Country Club Trust
Missouri
$424K +$6.39K +398 +1%
CICI
1062
Capital Investment Counsel Inc
North Carolina
$422K -$3.12K -194 -0.7%
VCAM
1063
Van Cleef Asset Management
Ohio
$419K -$35.3K -2,200 -7%
W
1064
Wealthfront
California
$417K -$628K -39,126 -59%
BAS
1065
Brown Advisory Securities
Maryland
$415K +$48 +3 +0%
LJAC
1066
L.J. Altfest & Co
New York
$414K -$1.81K -113 -0.4%
LIM
1067
Lathrop Investment Management
Arkansas
$413K +$145 +9 +0%
PAM
1068
PT Asset Management
Illinois
$408K +$426K +26,500 New
BIA
1069
Barry Investment Advisors
Massachusetts
$407K -$35.4K -2,204 -8%
PLFAM
1070
Pineno Levin & Ford Asset Management
Virginia
$406K
CAM
1071
Cubic Asset Management
Massachusetts
$405K -$7.56K -471 -2%
NIM
1072
Nexus Investment Management
Ontario, Canada
$399K
NCM
1073
Newgate Capital Management
Connecticut
$398K
Simplex Trading
1074
Simplex Trading
Illinois
$398K +$263K +16,361 +172%
WC
1075
Whitney & Co
New York
$385K +$95.6K +5,950 +31%

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.