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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
TIM
1351
Tortoise Investment Management
New York
$57K -$7.36K -458 -11%
WCM
1352
Wealthcare Capital Management
Virginia
$57K +$8.03K +500 +15%
PAI
1353
Pittenger & Anderson Inc
Nebraska
$54K
ACS
1354
Archford Capital Strategies
Illinois
$51.2K -$2.28K -142 -4%
UFA
1355
US Financial Advisors
Massachusetts
$51K -$14.5K -904 -22%
RFA
1356
Reilly Financial Advisors
California
$49K +$1.75K +109 +4%
HR
1357
Howe & Rusling
New York
$48K -$658 -41 -1%
CFSG
1358
Community Financial Services Group
Vermont
$47K
IF
1359
Ironwood Financial
Arizona
$46K -$658 -41 -1%
NCM
1360
Nelson Capital Management
California
$46K
FMP
1361
Financial Management Professionals
Texas
$44K
RI
1362
Redwood Investments
Massachusetts
$43K
SIG
1363
Stanford Investment Group
California
$42K
MIP
1364
Mondrian Investment Partners
United Kingdom
$41K
LWM
1365
Lenox Wealth Management
Ohio
$41K +$1.61K +100 +4%
RCG
1366
Ruggie Capital Group
Florida
$39K +$8.14K +507 +25%
SA
1367
SRH Advisors
Kansas
$37K
PIA
1368
Piedmont Investment Advisors
North Carolina
$36.6K
OC
1369
Oakworth Capital
Alabama
$36K
WA
1370
Waverly Advisors
Alabama
$36K +$7.6K +473 +25%
TDC
1371
Thompson Davis & Co
Virginia
$35K -$235K -14,605 -87%
FFC
1372
First Financial Corp
Indiana
$35K -$3.21K -200 -8%
MAA
1373
Managed Account Advisors
New Jersey
$33K -$40.4K -2,517 -54%
RA
1374
Rational Advisors
New York
$33K -$23.2K -1,444 -40%
NHFG
1375
New Harbor Financial Group
Massachusetts
$33K

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.