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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
SGC
1401
South Georgia Capital
Illinois
$9K
DOA
1402
D'Orazio & Associates
Virginia
$8K
PFG
1403
Piershale Financial Group
Illinois
$7K -$28.6K -1,783 -79%
TCCM
1404
Timber Creek Capital Management
Massachusetts
$7K -$289 -18 -4%
MBT
1405
Monroe Bank & Trust
Michigan
$7K
CBT
1406
Central Bank & Trust
Kentucky
$7K +$4.9K +305 +244%
MUS
1407
Mitsubishi UFJ Securities
Japan
$7K +$7.71K +480 New
IMS
1408
Index Management Solutions
Pennsylvania
$6K -$907K -56,482 -99%
LWA
1409
Lowe Wealth Advisors
Maryland
$4K +$2.89K +180 +180%
WA
1410
WealthTrust-Arizona
Arizona
$3K
WA
1411
Winfield Associates
Ohio
$3K
HIM
1412
Hillsdale Investment Management
Ontario, Canada
$2K
TFCM
1413
Taylor Frigon Capital Management
Arizona
$2K
CAM
1414
ClariVest Asset Management
California
$1K -$83.6K -5,206 -99%
WAS
1415
Winch Advisory Services
Wisconsin
$1K +$803 +50 New
UB
1416
UMB Bank
Missouri
$746 -$113K -7,043 -13%
AT
1417
Arden Trust
Delaware
$340 +$355K +22,109 New
VC
1418
Vicus Capital
Pennsylvania
$314 +$177 +11 +0.1%
WA
1419
WBH Advisory
Maryland
$211 +$4.83K +301 +2%
WG
1420
Welch Group
Alabama
$134 -$803 -50 -0.6%
MAM
1421
Marketfield Asset Management
New York
-$166M -9,289,705 Closed
EA
1422
Euclid Advisors
Connecticut
-$87.5M -4,888,660 Closed
DS
1423
Dalal Street
Texas
-$56.3M -3,146,000 Closed
SM
1424
Seminole Management
New York
-$50.4M -2,818,400 Closed
PC
1425
Passport Capital
California
-$49.9M -2,791,189 Closed

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.