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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
FWCM
1476
First Western Capital Management
California
-$936K -52,325 Closed
CHAM
1477
Clear Harbor Asset Management
Connecticut
-$814K -45,480 Closed
USGIU
1478
U.S. Global Investors (USGI)
Texas
-$805K -45,000 Closed
KIG
1479
Kessler Investment Group
Indiana
-$801K -44,766 Closed
HMS
1480
Hanseatic Management Services
New Mexico
-$767K -42,850 Closed
AWA
1481
AmeriServ Wealth Advisors
Pennsylvania
-$721K -40,265 Closed
Wealth Enhancement Advisory Services
1482
Wealth Enhancement Advisory Services
Minnesota
-$668K -37,316 Closed
HCC
1483
Hirtle Callaghan & Co
Pennsylvania
-$662K -36,994 Closed
CCM
1484
Cadence Capital Management
Massachusetts
-$650K -36,360 Closed
ACM
1485
Alethea Capital Management
Washington
-$538K -33,500 Closed
KCM
1486
Karp Capital Management
California
-$519K -29,000 Closed
CIS
1487
Connors Investor Services
Pennsylvania
-$392K -21,887 Closed
SLG
1488
Stanley-Laman Group
Pennsylvania
-$338K -18,919 Closed
DPI
1489
Diversified Portfolios Inc
Michigan
-$337K -18,837 Closed
BPCE
1490
Bank Pictet & Cie (Europe)
Germany
-$276K -15,429 Closed
ST
1491
Spinnaker Trust
Maine
-$274K -15,317 Closed
TC
1492
TradeLink Capital
Illinois
-$262K -14,632 Closed
DFIM
1493
Detwiler Fenton Investment Management
Massachusetts
-$254K -14,199 Closed
ZDA
1494
Zweig-DiMenna Associates
New York
-$252K -14,100 Closed
DWA
1495
Douglass Winthrop Advisors
New York
-$244K -13,622 Closed
CCM
1496
Cutler Capital Management
Massachusetts
-$241K -13,500 Closed
DWT
1497
Dorsey & Whitney Trust
South Dakota
-$231K -12,874 Closed
CAG
1498
Crestwood Advisors Group
Massachusetts
-$229K -12,799 Closed
SGA
1499
Strategic Global Advisors
California
-$226K -12,640 Closed
BFO
1500
Boston Family Office
Massachusetts
-$219K -12,268 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.