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Bank of America
BAC

Overview Fund Activity

1,721 hedge funds and large institutions have $149B invested in Bank of America in 2016 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 580 increasing their positions, 665 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+212
Holders Change %
+14.05%
% of All Funds
43.09%
Holding in Top 10
260
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+89.78%
% of All Funds
6.51%
New
319
Increased
580
Reduced
665
Closed
79
Calls
$5.73B
Puts
$5.06B
Net Calls
+$675M
Net Calls Change
+$984M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.46B
2
State Street
State Street
Massachusetts
+$732M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$730M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$672M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$602M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33B
2
Dodge & Cox
Dodge & Cox
California
-$883M
3
Harris Associates
Harris Associates
Illinois
-$586M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$456M
5
Capital World Investors
Capital World Investors
California
-$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
726
Rathbones Group
United Kingdom
$3.88M +$130K +5,903 +3%
ICOA
727
Investment Centers of America
North Dakota
$3.88M +$1.25M +56,534 +48%
WB
728
Webster Bank
Connecticut
$3.88M -$628K -28,419 -14%
CWM
729
Concert Wealth Management
California
$3.79M -$6.78M -306,226 -64%
MFS
730
Monetta Financial Services
Illinois
$3.76M – – –
HVIA
731
Hudson Valley Investment Advisors
New York
$3.74M +$420K +19,020 +13%
SB
732
Simmons Bank
Arkansas
$3.73M -$1.61M -73,046 -30%
CCM
733
Chilton Capital Management
Texas
$3.73M -$5.86K -265 -0.2%
BFS
734
Bradley Foster & Sargent
Connecticut
$3.72M +$1M +45,363 +37%
TI
735
Trexquant Investment
Connecticut
$3.72M +$1.64M +74,306 +79%
PWM
736
Perigon Wealth Management
California
$3.7M +$3.27M +128,275 +769%
CIP
737
Capital Insight Partners
Arizona
$3.68M -$302K -13,642 -8%
CCM
738
Cadence Capital Management
Massachusetts
$3.66M +$841K +38,056 +30%
UFF
739
USA Financial Formulas
Michigan
$3.66M +$3.66M +165,726 New
FT
740
Fiduciary Trust
Massachusetts
$3.64M -$355K -16,050 -9%
SPC
741
Sigma Planning Corp
Michigan
$3.62M +$212K +9,607 +6%
FG
742
Fiduciary Group
Georgia
$3.62M -$123K -5,562 -3%
NIM
743
Northeast Investment Management
Massachusetts
$3.61M -$31.3K -1,415 -0.9%
MM
744
Meridian Management
Arkansas
$3.61M -$483K -21,865 -12%
CCP
745
Corient Capital Partners
California
$3.61M -$2.4M -108,513 -40%
CRCM
746
Crystal Rock Capital Management
Illinois
$3.6M – – –
MC
747
Moors & Cabot
Massachusetts
$3.6M -$3.8K -172 -0.1%
RT
748
Rockland Trust
Massachusetts
$3.59M -$458K -20,712 -11%
HCM
749
Hodges Capital Management
Texas
$3.59M +$905K +40,959 +34%
AP
750
Advisor Partners
California
$3.59M +$570K +25,787 +19%
28 29
30
31 32