We are live on ! Find out more
BAC icon

Bank of America

1,441 hedge funds and large institutions have $102B invested in Bank of America in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 635 increasing their positions, 493 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

185.17% more ownership

Funds ownership: 1,297.05%1,482.22% (+185%)

38% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 88

29% more repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 493

1% more funds holding

Funds holding: 1,4231,441 (+18)

3% less funds holding in top 10

Funds holding in top 10: 156151 (-5)

8% less capital invested

Capital invested by funds: $110B → $102B (-$8.24B)

21% less call options, than puts

Call options by funds: $2.53B | Put options by funds: $3.19B

Holders
1,441
Holders Change
+18
Holders Change %
+1.26%
% of All Funds
40.22%
Holding in Top 10
151
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.21%
% of All Funds
4.21%
New
121
Increased
635
Reduced
493
Closed
88
Calls
$2.53B
Puts
$3.19B
Net Calls
-$659M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
1426
JCIC Asset Management
Ontario, Canada
$8K +$8.41K +500 New
MBT
1427
Monroe Bank & Trust
Michigan
$7K
PFG
1428
Piershale Financial Group
Illinois
$7K
TCCM
1429
Timber Creek Capital Management
Massachusetts
$7K
PRS
1430
Pinkerton Retirement Specialists
Idaho
$6K
FPTW
1431
Franklin, Parlapiano, Turner & Welch
Texas
$5K +$5.05K +300 New
SFPM
1432
Sensible Financial Planning & Management
Massachusetts
$5K +$5.3K +315 New
LWA
1433
Lowe Wealth Advisors
Maryland
$4K
UFA
1434
US Financial Advisors
Massachusetts
$4K
DLHL
1435
Donald L. Hagan LLC
Florida
$4K +$4.27K +254 New
WA
1436
Winfield Associates
Ohio
$3K
HIM
1437
Hillsdale Investment Management
Ontario, Canada
$2K
TWMP
1438
Taylor Wealth Management Partners
Massachusetts
$1K
WAS
1439
Winch Advisory Services
Wisconsin
$1K
KF
1440
Krilogy Financial
Missouri
$1K +$202 +12 New
IC
1441
Institutional Capital
Illinois
-$503M -29,533,559 Closed
AVC
1442
Arlington Value Capital
Utah
-$99.3M -5,836,328 Closed
Renaissance Technologies
1443
Renaissance Technologies
New York
-$85.6M -5,031,795 Closed
CHCM
1444
Columbus Hill Capital Management
New Jersey
-$57.9M -3,401,600 Closed
IIM
1445
Ivory Investment Management
New York
-$46.4M -2,725,672 Closed
SG
1446
Swarthmore Group
Pennsylvania
-$39M -2,293,625 Closed
AM
1447
Appaloosa Management
Florida
-$32.5M -1,910,000 Closed
NM
1448
Nokota Management
New York
-$28.5M -1,675,000 Closed
BCM
1449
Barometer Capital Management
Ontario, Canada
-$26.1M -1,534,000 Closed
Capital Fund Management (CFM)
1450
Capital Fund Management (CFM)
France
-$19.5M -1,161,272 Closed

BAC Hedge Fund Activity: Q3 2015 in Review

1,441 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2015, worth a combined $102B — down 7.5% from $110B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new BAC positions and 88 closed out — a net gain of 33 holders — while 635 added to existing stakes and 493 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $487M. The largest seller was Fairholme Capital Management, cutting an estimated $807M.

  • 1,441 institutional investors held Bank of America (BAC) as of Q3 2015, up from 1,423 in Q2 2015.
  • Funds reported $102B of Bank of America stock for Q3 2015, down 7.5% quarter-over-quarter.
  • 121 funds opened new Bank of America positions in Q3 2015 and 88 closed out, a net change of +33 holders.
  • The largest Bank of America buyer in Q3 2015 was abrdn Investment Management, an estimated $487M added.
  • The largest Bank of America seller in Q3 2015 was Fairholme Capital Management, an estimated $807M sold.

Based on aggregated 13F filings for Q3 2015.