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
PI
1251
Panthera Investment
Germany
$193K +$28.2K +1,754 +16%
SFS
1252
Summit Financial Strategies
Ohio
$192K
Koshinski Asset Management
1253
Koshinski Asset Management
Illinois
$191K -$154K -9,579 -44%
LFA
1254
Landmark Financial Advisors
Kentucky
$191K -$12K -749 -6%
AWM
1255
Avior Wealth Management
Nebraska
$191K -$2.09K -130 -1%
HI
1256
Horizon Investments
North Carolina
$191K +$3.21K +200 +2%
CG
1257
Colony Group
Massachusetts
$190K -$3.5K -218 -2%
BIM
1258
Bridgecreek Investment Management
Oklahoma
$189K -$40.2K -2,500 -17%
CCM
1259
Check Capital Management
California
$189K -$40.1K -2,498 -17%
SAM
1260
Strategy Asset Managers
California
$189K -$3.21K -200 -2%
EWA
1261
EP Wealth Advisors
California
$187K -$18.8K -1,171 -9%
BEAM
1262
Baker Ellis Asset Management
Washington
$186K
GAM
1263
Gemmer Asset Management
California
$186K +$1.14K +71 +0.6%
HCM
1264
Hall Capital Management
Rhode Island
$185K -$16.3K -1,015 -8%
FMA
1265
FNY Managed Accounts
New York
$185K +$193K +12,000 New
PCM
1266
Prelude Capital Management
New York
$184K -$307K -19,131 -62%
IIM
1267
Ironwood Investment Management
Massachusetts
$184K -$79.3K -4,938 -29%
FC
1268
Forte Capital
New York
$184K
QSS
1269
Quantitative Systematic Strategies
Florida
$183K -$1.69M -105,164 -90%
ST
1270
Semper Trust
Pennsylvania
$180K
PAG
1271
Pinnacle Advisory Group
Maryland
$180K +$161 +10 +0.1%
EM
1272
Excalibur Management
Massachusetts
$179K +$20.9K +1,300 +13%
DAM
1273
Delta Asset Management
Tennessee
$178K
TAM
1274
Timucuan Asset Management
Florida
$177K +$185K +11,525 New
BOH
1275
Bank of Hawaii
Hawaii
$176K -$688K -42,845 -79%

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.