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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
TCM
351
Twin Capital Management
Pennsylvania
$15M +$1.98M +133,000 +16%
Rafferty Asset Management
352
Rafferty Asset Management
New York
$14.6M -$2.61M -175,317 -16%
ISL
353
Ingalls & Snyder LLC
New York
$14.4M +$328K +22,014 +2%
SM
354
Salzhauer Michael
$14.3M +$271K +18,223 +2%
MI
355
Markston International
New York
$14.2M +$328K +22,010 +2%
BSA
356
Braun Stacey Associates
New York
$14.2M +$2.62M +176,036 +24%
TAM
357
Trillium Asset Management
Massachusetts
$14.2M -$3.64M -244,776 -21%
PAM
358
Private Asset Management
California
$14M +$50.2K +3,371 +0.4%
QAM
359
QCI Asset Management
New York
$13.9M +$174K +11,690 +1%
Daiwa Securities Group
360
Daiwa Securities Group
Japan
$13.9M +$2.11M +141,473 +19%
DIA
361
Dana Investment Advisors
Wisconsin
$13.8M +$10.1M +680,014 +332%
PG
362
PEAK6 Group
Illinois
$13.6M -$313K -21,011 -2%
Baird Financial Group
363
Baird Financial Group
Wisconsin
$13.6M -$211K -14,190 -2%
SG Americas Securities
364
SG Americas Securities
New York
$13.5M -$157M -10,561,674 -92%
CCA
365
Cobblestone Capital Advisors
New York
$13.5M -$545K -36,631 -4%
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$13.5M +$12.8M +861,210 New
PNC
367
Park National Corp
Ohio
$13.3M +$4.89M +328,125 +63%
Robeco Institutional Asset Management
368
Robeco Institutional Asset Management
Netherlands
$13.2M +$61.6K +4,139 +0.5%
SIM
369
Sentry Investment Management
Wisconsin
$13.1M +$358K +24,053 +3%
SCP
370
Sandhill Capital Partners
New York
$13M +$90K +6,047 +0.7%
CP
371
Cumberland Partners
Ontario, Canada
$12.9M -$466K -31,267 -4%
HEIP
372
Hudson Edge Investment Partners
New Jersey
$12.9M +$1.64M +109,820 +15%
Fiera Capital (Canada)
373
Fiera Capital (Canada)
Quebec, Canada
$12.8M +$2.9M +194,873 +31%
ADEF
374
Adams Diversified Equity Fund
Maryland
$12.6M
MCA
375
Mendon Capital Advisors
Florida
$12.5M -$2.98M -200,000 -20%

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.