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
WIC
1126
Woodmont Investment Counsel
Tennessee
$321K -$7.23K -450 -2%
PH
1127
Pinnacle Holdings
Oklahoma
$317K +$32.1K +2,000 +11%
AW
1128
ACG Wealth
Georgia
$316K +$141K +8,749 +74%
JC
1129
Jacobs & Co
California
$315K -$10.4K -650 -3%
VDI
1130
Vaughan David Investments
Illinois
$315K
LWM
1131
LBA Wealth Management
Florida
$314K +$108K +6,725 +49%
HAG
1132
HighPoint Advisor Group
Illinois
$312K -$1.26M -78,741 -80%
TWI
1133
Thomas White International
Illinois
$312K
WFG
1134
Wills Financial Group
Virginia
$311K -$2.33K -145 -0.7%
GHA
1135
GW Henssler & Associates
Georgia
$311K +$1.94K +121 +0.6%
LOCB
1136
Lombard Odier & Cie (Bahamas)
Bahamas
$308K
SCC
1137
Second Curve Capital
Pennsylvania
$308K
DTL
1138
Dynamic Technology Lab
Singapore
$308K +$321K +20,016 New
VAM
1139
Visium Asset Management
New York
$306K -$1.88M -116,918 -85%
LCM
1140
Lucas Capital Management
New Jersey
$305K -$7.23K -450 -2%
HA
1141
Halsey Associates
Connecticut
$303K +$16.1K +1,000 +5%
TAM
1142
Todd Asset Management
Kentucky
$301K -$422K -26,260 -57%
FBNAT
1143
FirstMerit Bank N.A. Trustee
Ohio
$301K +$12.3K +763 +4%
TBA
1144
Tower Bridge Advisors
Pennsylvania
$300K
ACM
1145
Argentus Capital Management
Texas
$299K -$594K -36,968 -66%
GAM
1146
Griffin Asset Management
New York
$298K +$311K +19,340 New
TF
1147
Tompkins Financial
New York
$297K -$6.99K -435 -2%
III
1148
Independent Investors Inc
New York
$295K
PWAP
1149
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$293K +$16 +1 +0%
MWP
1150
MYCIO Wealth Partners
Pennsylvania
$293K +$9.67K +602 +3%

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.