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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
SMDAM
376
Sumitomo Mitsui DS Asset Management
Japan
$12.5M +$9.43K +633 +0.1%
SI
377
Stephens Inc
Arkansas
$12.3M -$30.5K -2,046 -0.3%
CIM
378
Calvert Investment Management
Maryland
$12.3M +$240K +16,121 +2%
KB
379
Kimelman & Baird
New York
$12.2M -$45.4K -3,048 -0.4%
KRS
380
Kentucky Retirement Systems
Kentucky
$12.2M -$1.39M -93,569 -11%
TAF
381
Tredje AP-fonden
Sweden
$12.1M -$2.17M -145,524 -16%
HCM
382
Horan Capital Management
Maryland
$12M -$392K -26,334 -3%
RC
383
RBF Capital
California
$11.9M
ERM
384
Elm Ridge Management
New York
$11.8M -$578K -38,821 -5%
TG
385
TCW Group
California
$11.8M +$13.4K +900 +0.1%
LTFS
386
Ladenburg Thalmann Financial Services
Florida
$11.7M +$866K +58,135 +8%
ZIM
387
Zacks Investment Management
Illinois
$11.5M +$6.4M +429,894 +141%
AIU
388
Algebris Investments (UK)
United Kingdom
$11.5M +$36.5K +2,450 +0.3%
OI
389
Oakbrook Investments
Illinois
$11.5M -$2.54M -170,350 -19%
DC
390
Deere & Company
Illinois
$11.4M -$439K -29,482 -4%
Fidelity International
391
Fidelity International
Bermuda
$11.3M -$621K -41,670 -5%
CAG
392
Crestwood Advisors Group
Massachusetts
$11.3M +$100K +6,733 +0.9%
RFC
393
Regions Financial Corp
Alabama
$11.2M -$427K -28,653 -4%
WG
394
Winton Group
United Kingdom
$11.1M -$6.66M -447,008 -39%
GF
395
Gabelli Funds
New York
$11M
LMGAM
396
Liberty Mutual Group Asset Management
Massachusetts
$11M -$173K -11,599 -2%
EAM
397
EverPoint Asset Management
Connecticut
$11M +$10.4M +700,000 New
HIMC
398
Heritage Investors Management Corp
Maryland
$10.8M -$33.5K -2,249 -0.3%
CIBC Private Wealth Group
399
CIBC Private Wealth Group
Georgia
$10.5M -$840K -56,395 -8%
MSL
400
Mackay Shields LLC
New York
$10.4M

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.