BAC β€” BANK OF AMERICA CORPORATION COM

Ownership history in SAMLYN CAPITAL, LLC  Β·  18 quarters on record

This page tracks every 13F SEC filing in which SAMLYN CAPITAL, LLC reported a position in BANK OF AMERICA CORPORATION COM (BAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
8.26% (2025 Q4)
πŸ“Š Avg. % of fund
2.84%
πŸ“… First filed
2008 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
18

Position Intelligence

SAMLYN CAPITAL, LLC Γ— BAC AI Analytics

πŸ“‰ SAMLYN CAPITAL, LLC underperformed the S&P 500 by –9.7% annually on this BAC position. Timing score: 65% (11/17 decisions correct). Average cost basis: $24.19. Maximum drawdown during holding period: –27.0%.

πŸ“ˆ Position Alpha vs SPY
-9.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.7% ann.
17 quarters analyzed

⏱️ Timing Score
65%

βœ… Decent timing β€” more right than wrong on entries and exits.
11 of 17 add/trim decisions correct

πŸ’° Entry Quality
$24.19
+126.1% vs current ($54.69)

Best entry: $10.06 (2013 Q2)  Β·  Worst: $54.69 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–27.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

12 adds Β· 6 trims. Bought during 4 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ SAMLYN CAPITAL, LLC has been actively increasing its BAC allocation β€” a bullish signal from insiders.
Currently 8.26% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BAC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,423,453 +3,001,926 +46.7% 8.26% $518.3M $54.69
2025 Q3 REDUCED 6,421,527 -2,970,910 -31.6% 4.56% $331.3M $51.03
2025 Q2 ADDED 9,392,437 +200,543 +2.2% 6.11% $444.5M $46.55
2025 Q1 ADDED 9,191,894 +2,407,519 +35.5% 5.68% $383.6M $40.81
2024 Q4 ADDED 6,784,375 +2,584,837 +61.6% 4.50% $298.2M $42.71
2024 Q3 ADDED 4,199,538 +2,352,913 +127.4% 2.52% $166.6M $38.35
2024 Q2 ADDED 1,846,625 +79,192 +4.5% 1.22% $73.4M $38.19
2021 Q1 REDUCED 1,767,433 -3,009,471 -63.0% 0.94% $68.4M $34.27
2016 Q3 ADDED 4,776,904 +3,221,904 +207.2% 1.78% $74.8M $12.65
2013 Q2 ADDED 1,555,000 +887,636 +133.0% 0.58% $20.0M $10.06
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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