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Bank of America

1,761 hedge funds and large institutions have $161B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 759 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

13% more repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 670

1.27% more ownership

Funds ownership: 65.24%66.51% (+1.3%)

2% more capital invested

Capital invested by funds: $157B → $161B (+$3.48B)

0% more funds holding

Funds holding: 1,7591,761 (+2)

0% more funds holding in top 10

Funds holding in top 10: 251251 (0)

12% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.9B

Holders
1,761
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
43.9%
Holding in Top 10
251
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
6.26%
New
113
Increased
759
Reduced
670
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
401
Private Asset Management
California
$20.6M -$300K -12,882 -1%
SI
402
Stephens Inc
Arkansas
$20.5M +$209K +8,956 +1%
OC
403
Oppenheimer & Co
New York
$20.4M -$4.8M -205,722 -20%
RC
404
RBF Capital
California
$20.3M -$1.47M -63,000 -7%
TIP
405
Torray Investment Partners
Maryland
$20.3M +$20.5K +879 +0.1%
TU
406
TDAM USA
Ontario, Canada
$20.2M +$5.09M +218,397 +36%
KA
407
KLCM Advisors
Wisconsin
$20M +$156K +6,709 +0.8%
OAM
408
Oppenheimer Asset Management
New York
$20M +$154K +6,615 +0.8%
EOJOAM
409
E. Ohman J:or Asset Management
Sweden
$19.9M +$4.28M +183,522 +29%
IAM
410
Impax Asset Management
New Hampshire
$19.9M -$2.17M -93,100 -10%
NP
411
NS Partners
United Kingdom
$19.8M +$10.7M +459,856 +129%
NAM
412
NorthCoast Asset Management
Connecticut
$19.6M -$3.93M -168,668 -17%
MLL
413
Moody Lynn & Lieberson
Massachusetts
$19.4M -$2.17M -93,156 -10%
Victory Capital Management
414
Victory Capital Management
Texas
$19.4M +$10.7M +459,365 +135%
Temasek Holdings
415
Temasek Holdings
Singapore
$19.4M +$18.6M +798,123 New
SMDAM
416
Sumitomo Mitsui DS Asset Management
Japan
$19.3M -$1.05M -45,214 -5%
Cambridge Investment Research Advisors
417
Cambridge Investment Research Advisors
Iowa
$19.3M +$18.5M +794,593 New
SIM
418
Sentry Investment Management
Wisconsin
$19.3M +$195K +8,349 +1%
KB
419
Kimelman & Baird
New York
$19M -$11.7K -500 -0.1%
Daiwa Securities Group
420
Daiwa Securities Group
Japan
$19M +$2.37M +101,781 +15%
HCMT
421
Highland Capital Management (Tennessee)
Tennessee
$18.8M +$161K +6,901 +0.9%
Truist Financial
422
Truist Financial
North Carolina
$18.6M -$164K -7,033 -0.9%
GHCM
423
Glen Harbor Capital Management
California
$18.3M +$761K +32,656 +5%
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$18.2M +$360K +15,437 +2%
RFC
425
Regions Financial Corp
Alabama
$18.1M -$296K -12,707 -2%

BAC Hedge Fund Activity: Q2 2017 in Review

1,761 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2017, worth a combined $161B — up 2.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 96 closed out — a net gain of 17 holders — while 759 added to existing stakes and 670 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $355M. The largest seller was Fisher Asset Management, cutting an estimated $472M.

  • 1,761 institutional investors held Bank of America (BAC) as of Q2 2017, up from 1,759 in Q1 2017.
  • Funds reported $161B of Bank of America stock for Q2 2017, up 2.2% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q2 2017 and 96 closed out, a net change of +17 holders.
  • The largest Bank of America buyer in Q2 2017 was Balyasny Asset Management, an estimated $355M added.
  • The largest Bank of America seller in Q2 2017 was Fisher Asset Management, an estimated $472M sold.

Based on aggregated 13F filings for Q2 2017.