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Bank of America

1,511 hedge funds and large institutions have $100B invested in Bank of America in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 573 increasing their positions, 625 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

823.98% more ownership

Funds ownership: 2,344.08%3,168.06% (+824%)

45% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 78

20% more funds holding in top 10

Funds holding in top 10: 114137 (+23)

19% more capital invested

Capital invested by funds: $84.6B → $100B (+$15.9B)

1% more funds holding

Funds holding: 1,4941,511 (+17)

8% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 625

11% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.89B

Holders
1,511
Holders Change
+17
Holders Change %
+1.14%
% of All Funds
40.3%
Holding in Top 10
137
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+20.18%
% of All Funds
3.65%
New
113
Increased
573
Reduced
625
Closed
78
Calls
$2.58B
Puts
$2.89B
Net Calls
-$309M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
301
Janus Henderson Group
United Kingdom
$20.5M +$772K +51,859 +4%
FWM
302
Frontier Wealth Management
Missouri
$20.4M +$641K +43,070 +3%
OAMG
303
Odey Asset Management Group
United Kingdom
$20.2M +$9.41M +631,950 +96%
B
304
BP
United Kingdom
$20.2M +$2.1M +141,000 +12%
MCM
305
Maltese Capital Management
New York
$20.1M -$2.88M -193,100 -13%
JAM
306
Jupiter Asset Management
United Kingdom
$19.6M -$9.32K -626 -0%
KA
307
KLCM Advisors
Wisconsin
$19.2M -$514K -34,499 -3%
TB
308
Terril Brothers
Missouri
$19.2M -$162K -10,910 -0.9%
CGH
309
Crossmark Global Holdings
Texas
$19M +$11.2M +751,670 New
NIPH
310
NN Investment Partners Holdings
Netherlands
$18.8M +$11.1M +746,494 +164%
GAMA
311
Graticule Asia Macro Advisors
New York
$18.8M +$17.9M +1,200,000 New
MOACM
312
Mutual of America Capital Management
New York
$18.5M -$163K -10,946 -0.9%
M&T Bank
313
M&T Bank
New York
$18.4M +$121K +8,147 +0.7%
CAM
314
Capstone Asset Management
Texas
$18.3M +$5.85M +392,701 +51%
BCM
315
Basswood Capital Management
New York
$18.3M
SLAM
316
Swiss Life Asset Management
$18.3M -$23K -1,545 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
317
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.3M +$427K +28,700 +3%
HI
318
HBK Investments
Texas
$18.1M -$16.6M -1,112,848 -49%
WRF
319
Waddell & Reed Financial
Kansas
$18M +$745K +50,000 +5%
IA
320
Icon Advisers
Colorado
$18M -$645K -43,300 -4%
RJFSA
321
Raymond James Financial Services Advisors
Florida
$17.9M -$1.67M -112,462 -9%
Envestnet Asset Management
322
Envestnet Asset Management
Illinois
$17.5M -$2.87M -192,898 -15%
HIIFS
323
Harel Insurance Investments & Financial Services
Israel
$17.4M -$495K -33,230 -3%
WBC
324
Westpac Banking Corp
Australia
$17.2M +$1.14M +76,344 +7%
CTI
325
Community Trust & Investment
Kentucky
$16.9M -$120K -8,051 -0.7%

BAC Hedge Fund Activity: Q3 2016 in Review

1,511 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2016, worth a combined $100B — up 19% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 78 closed out — a net gain of 35 holders — while 573 added to existing stakes and 625 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $374M. The largest seller was Goldman Sachs, cutting an estimated $221M.

  • 1,511 institutional investors held Bank of America (BAC) as of Q3 2016, up from 1,494 in Q2 2016.
  • Funds reported $100B of Bank of America stock for Q3 2016, up 19% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2016 and 78 closed out, a net change of +35 holders.
  • The largest Bank of America buyer in Q3 2016 was Viking Global Investors, an estimated $374M added.
  • The largest Bank of America seller in Q3 2016 was Goldman Sachs, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2016.