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Bank of America

1,760 hedge funds and large institutions have $157B invested in Bank of America in 2017 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 726 increasing their positions, 707 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 89

5% more capital invested

Capital invested by funds: $149B → $157B (+$8.18B)

2% more funds holding

Funds holding: 1,7231,760 (+37)

3% more repeat investments, than reductions

Existing positions increased: 726 | Existing positions reduced: 707

0.8% less ownership

Funds ownership: 66.04%65.24% (-0.8%)

10% less call options, than puts

Call options by funds: $4.04B | Put options by funds: $4.47B

3% less funds holding in top 10

Funds holding in top 10: 260251 (-9)

Holders
1,760
Holders Change
+37
Holders Change %
+2.15%
% of All Funds
43.8%
Holding in Top 10
251
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.46%
% of All Funds
6.25%
New
147
Increased
726
Reduced
707
Closed
89
Calls
$4.04B
Puts
$4.47B
Net Calls
-$428M
Net Calls Change
-$1.1B
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$914M -$222M -9,357,814 -19%
Fisher Asset Management
27
Fisher Asset Management
Washington
$854M +$336K +14,148 +0%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$850M -$229M -9,651,621 -21%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$814M -$245M -10,343,564 -23%
Capital World Investors
30
Capital World Investors
California
$803M
Charles Schwab
31
Charles Schwab
California
$777M +$9.12M +384,349 +1%
Eagle Capital Management (New York)
32
Eagle Capital Management (New York)
New York
$774M -$36.9M -1,555,379 -5%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$769M -$12.6M -529,463 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$769M -$74.8M -3,153,907 -9%
PI
35
Putnam Investments
Massachusetts
$760M -$3.44M -145,111 -0.4%
AIM
36
abrdn Investment Management
United Kingdom
$736M -$19.6M -825,841 -3%
Prudential Financial
37
Prudential Financial
New Jersey
$735M -$16M -673,150 -2%
TA
38
Teachers Advisors
New York
$729M -$8.71M -366,911 -1%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$724M -$708K -29,835 -0.1%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$705M -$123M -5,191,947 -15%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$703M -$7.17M -302,118 -1%
Sanders Capital
42
Sanders Capital
Florida
$700M -$225M -9,465,835 -25%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$669M +$69.7M +2,937,130 +12%
LSV Asset Management
44
LSV Asset Management
Illinois
$664M -$13.9M -584,269 -2%
Wells Fargo
45
Wells Fargo
California
$661M -$293M -12,345,829 -31%
AL
46
AJO LP
Pennsylvania
$651M -$72.1M -3,038,627 -10%
Lazard Asset Management
47
Lazard Asset Management
New York
$650M -$70.6M -2,976,073 -10%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$629M -$681K -28,700 -0.1%
APG Asset Management
49
APG Asset Management
Netherlands
$618M -$112M -4,703,454 -15%
IG
50
ING Group
Netherlands
$612M -$409M -17,249,702 -40%

BAC Hedge Fund Activity: Q1 2017 in Review

1,760 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q1 2017, worth a combined $157B — up 5.5% from $149B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new BAC positions and 89 closed out — a net gain of 58 holders — while 726 added to existing stakes and 707 trimmed.

The largest buyer was BlackRock, adding an estimated $15.3B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $479M sold.

  • 1,760 institutional investors held Bank of America (BAC) as of Q1 2017, up from 1,723 in Q4 2016.
  • Funds reported $157B of Bank of America stock for Q1 2017, up 5.5% quarter-over-quarter.
  • 147 funds opened new Bank of America positions in Q1 2017 and 89 closed out, a net change of +58 holders.
  • The largest Bank of America buyer in Q1 2017 was BlackRock, an estimated $15.3B added.
  • The largest Bank of America seller in Q1 2017 was Lone Pine Capital, an estimated $479M sold.

Based on aggregated 13F filings for Q1 2017.