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Bank of America Depository Shares Series E
BAC.PRE

4 hedge funds and large institutions have $1.93M invested in Bank of America Depository Shares Series E in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 1.12% → 0.45% (-0.66%)

33% less funds holding

Funds holding: 6 → 4 (-2)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

64% less capital invested

Capital invested by funds: $5.34M → $1.93M (-$3.42M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCOV
Trust Company of Vermont
Vermont
+$36.8K

Top Sellers

Rank Fund Capital Flow
1
DG
Davidson & Garrard
Virginia
-$1.22M
2
NERM
New England Research & Management
Illinois
-$1.05M
3
KLI
Kelman-Lazarov Inc
Tennessee
-$566K
4
KIA
KCM Investment Advisors
California
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1
Kelman-Lazarov Inc
Tennessee
$1.32M -$566K -24,650 -29%
DG
2
Davidson & Garrard
Virginia
$477K -$1.22M -53,309 -71%
HCM
3
Highlander Capital Management
New Jersey
$71K – – –
TCOV
4
Trust Company of Vermont
Vermont
$56K +$36.8K +1,600 +168%
NERM
5
New England Research & Management
Illinois
– -$1.05M -42,750 Closed
KIA
6
KCM Investment Advisors
California
– -$253K -10,308 Closed

BAC.PRE Hedge Fund Activity: Q4 2016 in Review

4 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q4 2016, worth a combined $1.93M — down 64% from $5.34M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BAC.PRE and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was Trust Company of Vermont, adding an estimated $36.8K. The largest seller was Davidson & Garrard, cutting an estimated $1.22M.

  • 4 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q4 2016, down from 6 in Q3 2016.
  • Funds reported $1.93M of Bank of America Depository Shares Series E stock for Q4 2016, down 64% quarter-over-quarter.
  • 0 funds opened new Bank of America Depository Shares Series E positions in Q4 2016 and 2 closed out, a net change of -2 holders.
  • The largest Bank of America Depository Shares Series E buyer in Q4 2016 was Trust Company of Vermont, an estimated $36.8K added.
  • The largest Bank of America Depository Shares Series E seller in Q4 2016 was Davidson & Garrard, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2016.