Bank of America Depository Shares Series E
BAC.PRE
4 hedge funds and large institutions have $626K invested in Bank of America Depository Shares Series E in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.32% less ownership
Funds ownership: 0.45% → 0.14% (-0.32%)
68% less capital invested
Capital invested by funds: $1.93M → $626K (-$1.3M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$4.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$1.32M |
| 2 |
DG
Davidson & Garrard
Lynchburg,
Virginia
|
-$21.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DG
1
Davidson & Garrard
Lynchburg,
Virginia
| $486K | -$21.7K | -967 | -4% |
|
|
HCM
2
Highlander Capital Management
Short Hills,
New Jersey
| $76K | – | – | – |
|
|
TCOV
3
Trust Company of Vermont
Brattleboro,
Vermont
| $59K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$4.49K | +200 | New |
|
|
KLI
5
Kelman-Lazarov Inc
Memphis,
Tennessee
| – | -$1.32M | -60,650 | Closed |
|
BAC.PRE Hedge Fund Activity: Q1 2017 in Review
4 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q1 2017, worth a combined $626K — down 68% from $1.93M a quarter earlier.
Fund positioning in BAC.PRE was balanced in Q1 2017: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $4.49K. The largest seller was Kelman-Lazarov Inc, exiting entirely with an estimated $1.32M sold.
- 4 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $626K of Bank of America Depository Shares Series E stock for Q1 2017, down 68% quarter-over-quarter.
- 1 fund opened new Bank of America Depository Shares Series E positions in Q1 2017 and 1 closed out, a net change of 0 holders.
- The largest Bank of America Depository Shares Series E buyer in Q1 2017 was PNC Financial Services Group, an estimated $4.49K added.
- The largest Bank of America Depository Shares Series E seller in Q1 2017 was Kelman-Lazarov Inc, an estimated $1.32M sold.
Based on aggregated 13F filings for Q1 2017.