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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 %
RBC
851
Ronald Blue & Co
Georgia
$2.46M +$157K +7,088 +7%
SWP
852
Stratos Wealth Partners
Ohio
$2.44M +$483K +21,876 +25%
MNA
853
Manning & Napier Advisors
New York
$2.43M -$141K -6,380 -5%
PI
854
PHH Investments
Texas
$2.41M +$2.41M +102,929 New
GCIA
855
Gabelli & Co Investment Advisers
New York
$2.4M – – –
DSC
856
Duncker Streett & Co
Missouri
$2.39M -$39.1K -1,767 -2%
CFB
857
Cullen/Frost Bankers
Texas
$2.36M -$1.24M -56,092 -34%
CC
858
Colrain Capital
Massachusetts
$2.32M +$66.3K +3,000 +3%
Wealth Enhancement Advisory Services
859
Wealth Enhancement Advisory Services
Minnesota
$2.32M +$448K +20,243 +24%
PMG
860
ProVise Management Group
Florida
$2.27M +$112K +5,057 +5%
IB
861
Intrust Bank
Kansas
$2.25M +$108K +4,897 +5%
MCM
862
Mengis Capital Management
Oregon
$2.25M +$201K +9,100 +10%
GWM
863
Geneos Wealth Management
Colorado
$2.25M -$1.26M -56,853 -36%
SJIM
864
St. Johns Investment Management
Florida
$2.24M -$10.7K -483 -0.5%
JCM
865
Jafra Capital Management
New York
$2.23M +$2.23M +100,709 New
NFG
866
Next Financial Group
Texas
$2.22M +$17.1K +772 +0.8%
EAM
867
EverPoint Asset Management
Connecticut
$2.21M -$13.3M -600,000 -86%
MFP
868
Michael F. Price
$2.21M – – –
LA
869
Linden Advisors
New York
$2.21M +$2.21M +100,000 New
FMBTD
870
First Midwest Bank Trust Division
Illinois
$2.21M -$2.06K -93 -0.1%
NL
871
NWAM LLC
Washington
$2.2M -$29.4K -1,332 -1%
AJ
872
Ashburton (Jersey)
Jersey
$2.2M – – –
RWA
873
River Wealth Advisors
Pennsylvania
$2.2M +$58.8K +2,659 +3%
SCI
874
S&CO Inc
Massachusetts
$2.19M +$393K +17,760 +22%
AIM
875
Anchor Investment Management
South Carolina
$2.19M – – –
33 34
35
36 37