Bank of America Depository Shares Series E
BAC.PRE
5 hedge funds and large institutions have $1.99M invested in Bank of America Depository Shares Series E in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and 0 closing their positions.
219% more capital invested
Capital invested by funds: $626K → $1.99M (+$1.37M)
25% more funds holding
Funds holding: 4 → 5 (+1)
0.29% more ownership
Funds ownership: 0.14% → 0.42% (+0.29%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DG
Davidson & Garrard
Lynchburg,
Virginia
|
-$4.72K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KLI
1
Kelman-Lazarov Inc
Memphis,
Tennessee
| $1.35M | +$1.32M | +55,750 | New |
|
|
DG
2
Davidson & Garrard
Lynchburg,
Virginia
| $500K | -$4.72K | -200 | -1% |
|
|
HCM
3
Highlander Capital Management
Short Hills,
New Jersey
| $79K | – | – | – |
|
|
TCOV
4
Trust Company of Vermont
Brattleboro,
Vermont
| $62K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
BAC.PRE Hedge Fund Activity: Q2 2017 in Review
5 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Bank of America Depository Shares Series E (BAC.PRE) for Q2 2017, worth a combined $1.99M — up 219% from $626K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BAC.PRE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Kelman-Lazarov Inc, opening a new position worth an estimated $1.32M. The largest seller was Davidson & Garrard, cutting an estimated $4.72K.
- 5 institutional investors held Bank of America Depository Shares Series E (BAC.PRE) as of Q2 2017, up from 4 in Q1 2017.
- Funds reported $1.99M of Bank of America Depository Shares Series E stock for Q2 2017, up 219% quarter-over-quarter.
- 1 fund opened new Bank of America Depository Shares Series E positions in Q2 2017 and 0 closed out, a net change of +1 holder.
- The largest Bank of America Depository Shares Series E buyer in Q2 2017 was Kelman-Lazarov Inc, an estimated $1.32M added.
- The largest Bank of America Depository Shares Series E seller in Q2 2017 was Davidson & Garrard, an estimated $4.72K sold.
Based on aggregated 13F filings for Q2 2017.