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Bank of America

1,422 hedge funds and large institutions have $110B invested in Bank of America in 2015 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 547 increasing their positions, 573 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

74.92% more ownership

Funds ownership: 1,222.13%1,297.04% (+75%)

32% more funds holding in top 10

Funds holding in top 10: 118156 (+38)

19% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 85

13% more capital invested

Capital invested by funds: $96.9B → $110B (+$12.9B)

0% more funds holding

Funds holding: 1,4221,422 (0)

5% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 573

15% less call options, than puts

Call options by funds: $3.13B | Put options by funds: $3.67B

Holders
1,422
Holders Change
Holders Change %
0%
% of All Funds
38.32%
Holding in Top 10
156
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+32.2%
% of All Funds
4.2%
New
101
Increased
547
Reduced
573
Closed
85
Calls
$3.13B
Puts
$3.67B
Net Calls
-$540M
Net Calls Change
+$872M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
1401
Monroe Bank & Trust
Michigan
$8K
PFG
1402
Piershale Financial Group
Illinois
$8K
TCCM
1403
Timber Creek Capital Management
Massachusetts
$8K
TRCT
1404
Tower Research Capital (TRC)
New York
$7K -$3.3K -200 -33%
PRS
1405
Pinkerton Retirement Specialists
Idaho
$7K +$6.25K +379 New
ANBT
1406
American National Bank & Trust
Texas
$6K +$6.1K +370 New
LWA
1407
Lowe Wealth Advisors
Maryland
$5K
UFA
1408
US Financial Advisors
Massachusetts
$4K -$50.4K -3,056 -93%
CAM
1409
ClariVest Asset Management
California
$4K +$2.27K +138 +209%
WA
1410
Winfield Associates
Ohio
$3K
RCWMU
1411
Rothschild & Co Wealth Management (UK)
United Kingdom
$3K +$2.83K +172 New
HIM
1412
Hillsdale Investment Management
Ontario, Canada
$2K
BCMIO
1413
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$1.35K +82 +273%
MAA
1414
Managed Account Advisors
New Jersey
$1K -$34.7K -2,103 -98%
WAS
1415
Winch Advisory Services
Wisconsin
$1K
TWMP
1416
Taylor Wealth Management Partners
Massachusetts
$1K +$824 +50 New
CTB
1417
Country Trust Bank
Illinois
$1K +$1.24K +75 New
WBG
1418
Wharton Business Group
Pennsylvania
$929 -$16.5K -1,000 -2%
UB
1419
UMB Bank
Missouri
$875 +$48.3K +2,930 +6%
FHC
1420
First Heartland Consultants
Missouri
$538 -$59.6K -3,618 -10%
AT
1421
Arden Trust
Delaware
$434 +$55.6K +3,374 +15%
TCSAM
1422
Tyrus Capital S.A.M.
Monaco
-$46.2M -3,000,000 Closed
WA
1423
Wasatch Advisors
Utah
-$39.2M -2,544,452 Closed
SCM
1424
Stevens Capital Management
Pennsylvania
-$25.5M -1,656,691 Closed
JCP
1425
Jabre Capital Partners
Switzerland
-$20.6M -1,250,000 Closed

BAC Hedge Fund Activity: Q2 2015 in Review

1,422 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2015, worth a combined $110B — up 13% from $96.9B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new BAC positions and 85 closed out — a net gain of 16 holders — while 547 added to existing stakes and 573 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.4B. The largest seller was State Street, cutting an estimated $441M.

  • 1,422 institutional investors held Bank of America (BAC) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $110B of Bank of America stock for Q2 2015, up 13% quarter-over-quarter.
  • 101 funds opened new Bank of America positions in Q2 2015 and 85 closed out, a net change of +16 holders.
  • The largest Bank of America buyer in Q2 2015 was Wellington Management Group, an estimated $1.4B added.
  • The largest Bank of America seller in Q2 2015 was State Street, an estimated $441M sold.

Based on aggregated 13F filings for Q2 2015.