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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
PCTC
1376
Perkins Coie Trust Company
Washington
$33K +$10K +624 +41%
BCI
1377
Brinker Capital Investments
Pennsylvania
$30K
RBC
1378
Roble Belko & Company
Pennsylvania
$30K +$30.8K +1,919 New
LWA
1379
Lenox Wealth Advisors
New York
$26K
CPIG
1380
Chicago Partners Investment Group
Illinois
$25K -$3.6K -224 -14%
MFBTD
1381
MB Financial Bank - Trust Department
Illinois
$24K +$12K +746 +93%
CWM
1382
Cranbrook Wealth Management
Michigan
$22K
PSC
1383
Prentiss Smith & Co
Vermont
$22K
BAM
1384
Bruderman Asset Management
New York
$22K +$22.6K +1,410 New
HDIM
1385
Hanson & Doremus Investment Management
Vermont
$21K -$26.7K -1,662 -55%
AP
1386
Advisors Preferred
Maryland
$20.4K +$21.3K +1,328 New
GXMC
1387
Global X Management Company
New York
$20K -$2.3K -143 -10%
SFWA
1388
Summit Financial Wealth Advisors
Louisiana
$19K
HRIA
1389
Haberer Registered Investment Advisor
Ohio
$18K -$20.9K -1,300 -53%
CFA
1390
Camarda Financial Advisors
Florida
$16K -$11K -682 -40%
EMA
1391
Efficient Market Advisors
California
$15K
FWC
1392
First Washington Corp
Washington
$15K
HF
1393
Hoxton Financial
West Virginia
$15K
OSNBOA
1394
Old Second National Bank of Aurora
Illinois
$15K
SIA
1395
Stancorp Investment Advisers
Oregon
$14K -$1.64K -102 -10%
CFN
1396
Cordasco Financial Network
Florida
$13K -$4.01K -250 -23%
CPA
1397
Cowen Prime Advisors
New York
$12K
PIM
1398
Parasol Investment Management
Illinois
$12K
FPFS
1399
First Personal Financial Services
North Carolina
$11K
TRCT
1400
Tower Research Capital (TRC)
New York
$9K -$24.7K -1,541 -72%

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.