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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
TWA
1301
TCI Wealth Advisors
Arizona
$159K +$177 +11 +0.1%
SWM
1302
Segment Wealth Management
Texas
$159K +$166K +10,328 New
B
1303
Bailard
California
$157K -$69.9K -4,351 -30%
WA
1304
Wealth Architects
California
$156K -$8.69K -541 -5%
MWM
1305
Modera Wealth Management
New Jersey
$156K
JIC
1306
Joel Isaacson & Co
New York
$156K +$1.74K +108 +1%
PCM
1307
Palisade Capital Management
New Jersey
$155K
CM
1308
Cornerstone Management
Georgia
$154K -$3.31K -206 -2%
SCM
1309
Silver Capital Management
New York
$154K
SRAM
1310
Stone Ridge Asset Management
New York
$154K
MPMG
1311
Minneapolis Portfolio Management Group
Minnesota
$154K +$161K +10,000 New
JFA
1312
JNBA Financial Advisors
Minnesota
$153K -$2.44K -152 -2%
TC
1313
Trust Company
Kansas
$148K +$155K +9,642 New
AAC
1314
Asset Advisors Corp
Georgia
$140K -$20.8K -1,298 -12%
RFS
1315
Rockefeller Financial Services
New York
$140K
ZB
1316
Zions Bancorporation
Utah
$139K +$144K +8,992 New
KT
1317
Kanaly Trust
Texas
$135K -$62K -3,860 -31%
NC
1318
NewSquare Capital
Pennsylvania
$134K
KTC
1319
Kistler-Tiffany Companies
Pennsylvania
$134K +$4.05K +252 +3%
AWM
1320
AllSquare Wealth Management
New York
$133K
AB
1321
Atlas Brown
Kentucky
$133K +$7.18K +447 +5%
FNBSF
1322
First National Bank Sioux Falls
South Dakota
$132K
AP
1323
Atwood & Palmer
Missouri
$132K +$803 +50 +0.6%
SC
1324
Saturna Capital
Washington
$123K
AC
1325
Alexandria Capital
Virginia
$122K +$1.43K +89 +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.