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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
AIM
51
abrdn Investment Management
United Kingdom
$600M -$151M -6,480,340 -21%
AL
52
AJO LP
Pennsylvania
$591M -$76M -3,261,347 -12%
PPA
53
Parametric Portfolio Associates
Washington
$568M +$181M +7,749,142 +50%
UBS Group
54
UBS Group
Switzerland
$558M +$1.54M +65,954 +0.3%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$508M -$7.72M -331,288 -2%
Pzena Investment Management
56
Pzena Investment Management
New York
$497M -$21M -902,720 -4%
WT
57
Wellcome Trust
United Kingdom
$485M
TP
58
Theleme Partners
United Kingdom
$479M +$12.8M +550,000 +3%
PC
59
PointState Capital
New York
$475M +$121M +5,183,117 +36%
Principal Financial Group
60
Principal Financial Group
Iowa
$467M -$14.9M -640,094 -3%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$462M -$30.8M -1,322,664 -6%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$462M -$49.3M -2,115,833 -10%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$455M -$54M -2,316,401 -11%
Ninety One (UK)
64
Ninety One (UK)
United Kingdom
$431M +$169M +7,231,615 +69%
Bank of America
65
Bank of America
North Carolina
$429M -$24M -1,030,139 -6%
CS
66
Credit Suisse
Switzerland
$424M -$21.9M -937,762 -5%
ClearBridge Investments
67
ClearBridge Investments
New York
$423M +$98.5M +4,225,842 +32%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$421M -$17M -729,261 -4%
American Century Companies
69
American Century Companies
Missouri
$421M -$853K -36,582 -0.2%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$415M -$6.7M -287,247 -2%
ECU
71
Egerton Capital (UK)
United Kingdom
$403M -$67.5M -2,895,352 -15%
CG
72
Carmignac Gestion
France
$400M +$87.4M +3,747,804 +29%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$390M -$31.8M -1,362,359 -8%
Asset Management One
74
Asset Management One
Japan
$389M -$8.77M -376,136 -2%
Barclays
75
Barclays
United Kingdom
$389M +$42.8M +1,834,084 +13%

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.