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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
PMFA
1326
Plante Moran Financial Advisors
Michigan
$116K +$21.5K +1,340 +22%
HPBT
1327
High Point Bank & Trust
North Carolina
$115K
MCM
1328
MV Capital Management
Maryland
$114K
RWA
1329
Ropes Wealth Advisors
Massachusetts
$104K +$109K +6,758 New
CCMW
1330
Cypress Capital Management (Wyoming)
Wyoming
$102K -$81.9K -5,100 -44%
CHP
1331
Cable Hill Partners
Oregon
$100K
SFFS
1332
Stonehage Fleming Financial Services
Jersey
$99K
BWA
1333
Burt Wealth Advisors
Maryland
$98K -$66.3K -4,130 -39%
MWAN
1334
Mariner Wealth Advisors (NYC)
Kansas
$98K +$103K +6,395 New
VNA
1335
Valley National Advisers
Pennsylvania
$92K -$22.9K -1,425 -19%
CB
1336
Community Bank
New York
$92K -$1.61K -100 -2%
SCA
1337
Strategic Capital Alternatives
United States
$92K +$96.4K +6,004 New
IC
1338
Intersect Capital
California
$88K -$24.2K -1,506 -21%
ATC
1339
Adirondack Trust Company
New York
$87K -$5.62K -350 -6%
RPG
1340
Risk Paradigm Group
Texas
$83.9K +$87.5K +5,450 New
M
1341
MOTCO
Texas
$82K
WP
1342
WealthPLAN Partners
Nebraska
$82K +$85.7K +5,333 New
KA
1343
Klingman & Associates
New York
$77K
PFSC
1344
Peoples Financial Services Corp
Pennsylvania
$69K
BCM
1345
Blume Capital Management
California
$65K +$8.03K +500 +14%
BAM
1346
Brave Asset Management
New Jersey
$63K +$19.7K +1,226 +43%
GWA
1347
Genesis Wealth Advisors
Massachusetts
$61.7K
GI
1348
Gradient Investments
Minnesota
$59K +$2.18K +136 +4%
MMG
1349
Monetary Management Group
Missouri
$58K
BC
1350
Bartlett & Co
Ohio
$58K +$8.83K +550 +17%

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.