Bank of America (BAC) is off 4.5% on fears it will need to raise new capital.:

WSJ: The Wall Street Journal reported Saturday that Bank of America's attempt to repay federal bailout funds and escape the government's grasp has been snagged by a disagreement over how much additional capital the bank must raise to satisfy regulators, according to people familiar with the situation.

Bloomberg essentially backs this theory up, stating that:

Bloomberg: U.S. stocks fell, erasing an early rally, on concern lawmakers will phase out a tax credit for homebuyers and Bank of America Corp. will have to sell shares to pay back its government bailout. The dollar rebounded from a 14- month low against the euro and oil wiped out an early advance. Bank of America sank 5.7 percent on speculation government officials will force the company to raise more capital.