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
ST
1226
Sentinel Trust
Texas
$216K
SGS
1227
Sterling Global Strategies
California
$215K -$4.14K -258 -2%
MCC
1228
Mid Continent Capital
Illinois
$214K +$36K +2,244 +19%
PPSG
1229
Princeton Portfolio Strategies Group
New Jersey
$213K -$1.61K -100 -0.7%
ST
1230
Smithfield Trust
Pennsylvania
$212K +$48.2K +3,000 +28%
RPGK
1231
Retirement Planning Group (Kansas)
Kansas
$207K -$10.4K -650 -5%
AWM
1232
Altavista Wealth Management
North Carolina
$207K
IF
1233
IRON Financial
Illinois
$206K -$83.8K -5,218 -28%
LNC
1234
Lincoln National Corp
Pennsylvania
$206K +$33.1K +2,064 +18%
KCM
1235
Kanawha Capital Management
Virginia
$205K -$9.96K -620 -4%
BT
1236
Brandywine Trust
Delaware
$205K
RAM
1237
Riggs Asset Management
Pennsylvania
$205K
BA
1238
BKS Advisors
Michigan
$205K +$214K +13,317 New
TFO
1239
Tarbox Family Office
California
$203K -$257 -16 -0.1%
LCM
1240
LVM Capital Management
Michigan
$203K
GWS
1241
Glassman Wealth Services
Virginia
$200K -$24.1K -1,500 -10%
VFP
1242
Verus Financial Partners
Virginia
$200K -$4.53K -282 -2%
BFPW
1243
BOK Financial Private Wealth
Colorado
$200K
GAM
1244
Gotham Asset Management
New York
$200K +$208K +12,966 New
CCT
1245
Capital City Trust
Florida
$197K
AIM
1246
Artemis Investment Management
United Kingdom
$197K +$205K +12,794 New
GJIC
1247
Gamble Jones Investment Counsel
California
$196K -$15.3K -950 -7%
SCM
1248
Summit Capital Management
Washington
$194K -$1.98K -123 -1%
HSA
1249
HBK Sorce Advisory
Pennsylvania
$194K +$3.45K +215 +2%
SNT
1250
Security National Trust
West Virginia
$193K

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.