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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
Cambridge Investment Research Advisors
401
Cambridge Investment Research Advisors
Iowa
$10.3M +$9.82M +659,552 New
AIA
402
Avalon Investment & Advisory
Texas
$10.3M -$179K -12,015 -2%
HCMT
403
Highland Capital Management (Tennessee)
Tennessee
$10.2M -$1.1M -74,172 -10%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$10.2M +$301K +20,200 +3%
LSERS
405
Louisiana State Employees Retirement System
Louisiana
$10.2M -$365K -24,500 -4%
William Blair & Company
406
William Blair & Company
Illinois
$10.1M +$196K +13,133 +2%
TIM
407
Thompson Investment Management
Wisconsin
$9.97M +$91.4K +6,140 +1%
AHB
408
Abner Herrman & Brock
New Jersey
$9.9M +$252K +16,941 +3%
GL
409
GLG LLC
New York
$9.87M -$806K -54,120 -8%
SS
410
Sunbelt Securities
Texas
$9.63M +$43.8K +2,943 +0.5%
MAM
411
Martingale Asset Management
Massachusetts
$9.53M +$3.69M +247,502 +69%
BCMNY
412
Buckingham Capital Management (New York)
New York
$9.5M -$190K -12,774 -2%
AWA
413
Arete Wealth Advisors
Illinois
$9.47M -$1.4M -94,278 -13%
UCFA
414
United Capital Financial Advisors
Texas
$9.42M +$806K +54,122 +10%
Truist Financial
415
Truist Financial
North Carolina
$9.37M -$2.32M -155,827 -21%
PA
416
Pinnacle Associates
New York
$9.31M +$110K +7,361 +1%
ACM
417
Aquamarine Capital Management
New York
$9.23M
COPPSERS
418
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.12M -$3.57M -239,619 -29%
BC
419
Beaconlight Capital
New York
$9.04M +$8.6M +577,600 New
GIM
420
Grassi Investment Management
California
$9M -$1.88M -126,395 -18%
AFG
421
American Financial Group
Ohio
$8.95M
EARNEST Partners
422
EARNEST Partners
Georgia
$8.92M -$153K -10,262 -2%
B
423
Barings
North Carolina
$8.86M +$2.08M +139,800 +33%
NP
424
NS Partners
United Kingdom
$8.85M +$2.52M +169,394 +43%
JCM
425
JD Capital Management
Connecticut
$8.81M +$4.72M +316,845 +129%

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.