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Bank of America
BAC

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: 1,759 → 1,761 (+2)

0% more funds holding in top 10

Funds holding in top 10: 251 → 251 (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

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$355M
2
JP Morgan Chase
JP Morgan Chase
New York
+$280M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$271M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$271M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$224M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$472M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$453M
3
Lazard Asset Management
Lazard Asset Management
New York
-$431M
4
Dodge & Cox
Dodge & Cox
California
-$346M
5
State Street
State Street
Massachusetts
-$300M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$940M -$32.3M -1,385,071 -3%
Canada Pension Plan Investment Board
27
Canada Pension Plan Investment Board
Ontario, Canada
$858M -$15.6M -669,100 -2%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$847M +$153M +6,549,522 +23%
Capital World Investors
29
Capital World Investors
California
$826M – – –
Charles Schwab
30
Charles Schwab
California
$803M +$4.04M +173,379 +0.5%
Eagle Capital Management (New York)
31
Eagle Capital Management (New York)
New York
$768M -$27.2M -1,164,594 -4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$759M -$30.8M -1,321,415 -4%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$740M -$48.7M -2,089,541 -6%
TA
34
Teachers Advisors
New York
$736M -$13.2M -566,592 -2%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$736M +$12.9M +553,349 +2%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$733M -$11.1M -476,728 -2%
Wells Fargo
37
Wells Fargo
California
$731M +$49.3M +2,115,256 +8%
APG Asset Management
38
APG Asset Management
Netherlands
$729M +$90.2M +3,868,186 +15%
Sanders Capital
39
Sanders Capital
Florida
$704M +$5.67M +243,217 +0.8%
LSV Asset Management
40
LSV Asset Management
Illinois
$694M +$10.6M +455,819 +2%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$688M -$35.7M -1,529,878 -5%
PI
42
Putnam Investments
Massachusetts
$681M -$97.1M -4,162,585 -13%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$677M +$212M +9,097,265 +48%
Allianz Asset Management
44
Allianz Asset Management
Germany
$677M +$137M +5,859,204 +27%
Prudential Financial
45
Prudential Financial
New Jersey
$670M -$82.4M -3,532,740 -11%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$667M -$263M -11,266,815 -29%
Deutsche Bank
47
Deutsche Bank
Germany
$657M +$92.3M +3,957,227 +17%
IG
48
ING Group
Netherlands
$634M +$5.03M +215,572 +0.8%
FPA
49
First Pacific Advisors
California
$617M +$7.76M +332,950 +1%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$604M -$41.5M -1,778,500 -7%
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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.