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Bank of America

1,513 hedge funds and large institutions have $86B invested in Bank of America in 2016 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 693 increasing their positions, 524 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

392.68% more ownership

Funds ownership: 1,598.83%1,991.51% (+393%)

32% more repeat investments, than reductions

Existing positions increased: 693 | Existing positions reduced: 524

10% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 122

1% less funds holding

Funds holding: 1,5231,513 (-10)

23% less capital invested

Capital invested by funds: $112B → $86B (-$26B)

30% less funds holding in top 10

Funds holding in top 10: 170119 (-51)

38% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $2.42B

Holders
1,513
Holders Change
-10
Holders Change %
-0.66%
% of All Funds
40.31%
Holding in Top 10
119
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-30%
% of All Funds
3.17%
New
134
Increased
693
Reduced
524
Closed
122
Calls
$1.49B
Puts
$2.42B
Net Calls
-$926M
Net Calls Change
+$705M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
1401
Sphinx Trading
Illinois
$104K -$189K -14,000 -65%
MFW
1402
Mosaic Family Wealth
Missouri
$104K -$36.5K -2,701 -26%
BWA
1403
Burt Wealth Advisors
Maryland
$102K +$15.7K +1,166 +18%
AC
1404
Alexandria Capital
Virginia
$100K +$4.21K +312 +4%
CB
1405
Community Bank
New York
$97K +$6.07K +450 +7%
MCM
1406
MV Capital Management
Maryland
$96K -$108 -8 -0.1%
LJHT
1407
Laurie J. Hall Trustee
$91K +$3.15K +233 +4%
AAC
1408
Asset Advisors Corp
Georgia
$89K -$6.86K -508 -7%
RPG
1409
Risk Paradigm Group
Texas
$88.9K
CF
1410
CenterStar Fund
Illinois
$88K
KT
1411
Kanaly Trust
Texas
$85K -$13K -964 -13%
ATC
1412
Adirondack Trust Company
New York
$84K
M
1413
MOTCO
Texas
$83K
NCM
1414
Nelson Capital Management
California
$75K
TF
1415
Tompkins Financial
New York
$74K +$2.96K +219 +4%
KA
1416
Klingman & Associates
New York
$71K -$108K -8,000 -60%
AIS
1417
Accurate Investment Solutions
Pennsylvania
$70K +$68.2K +5,050 +5,050%
PCP
1418
Proficio Capital Partners
Massachusetts
$69K +$41.3K +3,059 +148%
SGAM
1419
Smith Group Asset Management
Texas
$64K -$1.62K -120 -2%
N
1420
Nuveen
North Carolina
$63.4K -$18.6M -1,377,730 -23%
SLF
1421
Sun Life Financial
Ontario, Canada
$56.4K +$56.3K +4,172 New
PCC
1422
Park Circle Company
Maryland
$55K +$54K +4,000 New
ACM
1423
Armbruster Capital Management
New York
$53K -$4.35K -322 -8%
GI
1424
Gradient Investments
Minnesota
$51K +$6.83K +506 +15%
TIM
1425
Tortoise Investment Management
New York
$50K -$10.6K -785 -18%

BAC Hedge Fund Activity: Q1 2016 in Review

1,513 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2016, worth a combined $86B — down 23% from $112B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new BAC positions and 122 closed out — a net gain of 12 holders — while 693 added to existing stakes and 524 trimmed.

The largest buyer was Boston Partners, adding an estimated $761M. The largest seller was Citigroup, cutting an estimated $1.61B.

  • 1,513 institutional investors held Bank of America (BAC) as of Q1 2016, down from 1,523 in Q4 2015.
  • Funds reported $86B of Bank of America stock for Q1 2016, down 23% quarter-over-quarter.
  • 134 funds opened new Bank of America positions in Q1 2016 and 122 closed out, a net change of +12 holders.
  • The largest Bank of America buyer in Q1 2016 was Boston Partners, an estimated $761M added.
  • The largest Bank of America seller in Q1 2016 was Citigroup, an estimated $1.61B sold.

Based on aggregated 13F filings for Q1 2016.