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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
LW
1101
Linscomb Wealth
Texas
$359K -$14.4K -896 -4%
BRWM
1102
B. Riley Wealth Management
Tennessee
$358K +$24.3K +1,511 +7%
GIA
1103
GHP Investment Advisors
Colorado
$358K +$32.4K +2,019 +9%
BCM
1104
Bourgeon Capital Management
Connecticut
$357K -$95.6K -5,950 -20%
PHAM
1105
Palisades Hudson Asset Management
Florida
$348K +$14.1K +879 +4%
PAS
1106
Partnervest Advisory Services
California
$344K -$11.9K -738 -3%
SEC
1107
Seven Eight Capital
New York
$343K +$358K +22,300 +148,667%
FM
1108
Forward Management
California
$342K -$286K -17,800 -45%
FA
1109
FCG Advisors
New Jersey
$340K +$20.4K +1,268 +6%
BSB
1110
Bangor Savings Bank
Maine
$337K -$12K -750 -3%
SFU
1111
Stonehage Fleming (UK)
United Kingdom
$336K -$112K -6,947 -24%
AIA
1112
AIMZ Investment Advisors
California
$336K +$29.7K +1,850 +9%
CCM
1113
Cohen Capital Management
California
$333K
EWM
1114
Evercore Wealth Management
New York
$332K -$980 -61 -0.3%
AFS
1115
Aft Forsyth & Sober
Florida
$330K
AAM
1116
Augustine Asset Management
Florida
$329K -$596K -37,120 -64%
MIAN
1117
Mariner Independent Advisor Network
Kansas
$328K -$32.5K -2,022 -9%
UR
1118
USCA RIA
Texas
$328K +$3.21K +200 +0.9%
BO
1119
BRR OpCo
Ohio
$327K +$402 +25 +0.1%
NFC
1120
Northeast Financial Consultants
Connecticut
$327K +$96.7K +6,019 +39%
TFA
1121
Toth Financial Advisory
Virginia
$326K -$404K -25,129 -54%
IAA
1122
Ironsides Asset Advisors
North Carolina
$324K -$17.6K -1,097 -5%
LGC
1123
Laurel Grove Capital
California
$323K -$2.52M -157,000 -88%
MCTIC
1124
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$322K -$55.2K -3,440 -14%
MCM
1125
Maryland Capital Management
Maryland
$322K -$4.08K -254 -1%

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.