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Bank of America

1,524 hedge funds and large institutions have $112B invested in Bank of America in 2015 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 584 increasing their positions, 555 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 85

116.62% more ownership

Funds ownership: 1,482.22%1,598.83% (+117%)

13% more funds holding in top 10

Funds holding in top 10: 151170 (+19)

10% more capital invested

Capital invested by funds: $102B → $112B (+$10.4B)

6% more funds holding

Funds holding: 1,4411,524 (+83)

5% more repeat investments, than reductions

Existing positions increased: 584 | Existing positions reduced: 555

41% less call options, than puts

Call options by funds: $2.34B | Put options by funds: $3.97B

Holders
1,524
Holders Change
+83
Holders Change %
+5.76%
% of All Funds
39.97%
Holding in Top 10
170
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+12.58%
% of All Funds
4.46%
New
189
Increased
584
Reduced
555
Closed
85
Calls
$2.34B
Puts
$3.97B
Net Calls
-$1.63B
Net Calls Change
-$972M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.85B +$201M +11,856,256 +2%
State Street
2
State Street
Massachusetts
$7.18B +$117M +6,921,767 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.08B -$29.2M -1,728,658 -0.6%
BIT
4
BlackRock Institutional Trust
California
$4.54B -$20.2M -1,191,695 -0.4%
Dodge & Cox
5
Dodge & Cox
California
$3.15B -$43M -2,540,400 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$3.12B +$94.8M +5,603,011 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.75B +$231M +13,657,879 +9%
Harris Associates
8
Harris Associates
Illinois
$2.34B -$10.5M -622,278 -0.4%
Citigroup
9
Citigroup
New York
$2.19B +$1.42B +83,743,005 +181%
BFA
10
BlackRock Fund Advisors
California
$1.99B +$112M +6,632,072 +6%
Northern Trust
11
Northern Trust
Illinois
$1.93B -$138M -8,175,586 -7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.85B +$9.86M +582,911 +0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.82B -$109M -6,432,163 -6%
LTI
14
Laffer Tengler Investments
Tennessee
$1.68B
Invesco
15
Invesco
Georgia
$1.56B -$36.3M -2,144,067 -2%
Norges Bank
16
Norges Bank
Norway
$1.5B +$25.4M +1,504,770 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.45B -$10.4K -616 -0%
BG
18
BlackRock Group
United Kingdom
$1.43B -$11.3M -668,640 -0.8%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B -$2.55M -150,991 -0.2%
IG
20
ING Group
Netherlands
$1.31B +$6.71M +397,050 +0.5%
Korea Investment Corp
21
Korea Investment Corp
South Korea
$1.27B +$8.24M +487,200 +0.6%
Goldman Sachs
22
Goldman Sachs
New York
$1.14B -$40.8M -2,411,668 -3%
Wells Fargo
23
Wells Fargo
California
$1.11B +$67.5M +3,992,635 +6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.01B +$87.3M +5,163,075 +9%
AllianceBernstein
25
AllianceBernstein
Tennessee
$968M -$30.5M -1,801,633 -3%

BAC Hedge Fund Activity: Q4 2015 in Review

1,524 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2015, worth a combined $112B — up 10% from $102B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new BAC positions and 85 closed out — a net gain of 104 holders — while 584 added to existing stakes and 555 trimmed.

The largest buyer was Citigroup, adding an estimated $1.42B. The largest seller was Mizuho Bank, exiting entirely with an estimated $487M sold.

  • 1,524 institutional investors held Bank of America (BAC) as of Q4 2015, up from 1,441 in Q3 2015.
  • Funds reported $112B of Bank of America stock for Q4 2015, up 10% quarter-over-quarter.
  • 189 funds opened new Bank of America positions in Q4 2015 and 85 closed out, a net change of +104 holders.
  • The largest Bank of America buyer in Q4 2015 was Citigroup, an estimated $1.42B added.
  • The largest Bank of America seller in Q4 2015 was Mizuho Bank, an estimated $487M sold.

Based on aggregated 13F filings for Q4 2015.