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Bank of America
BAC

Overview Fund Activity

1,330 hedge funds and large institutions have $97.5B invested in Bank of America in 2014 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 499 increasing their positions, 570 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
38.25%
Holding in Top 10
117
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-19.86%
% of All Funds
3.36%
New
92
Increased
499
Reduced
570
Closed
93
Calls
$1.8B
Puts
$2.68B
Net Calls
-$887M
Net Calls Change
-$551M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.27B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$358M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$293M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$262M
5
Harris Associates
Harris Associates
Illinois
+$245M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$554M
2
Boston Partners
Boston Partners
Massachusetts
-$547M
3
AL
AJO LP
Pennsylvania
-$384M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$257M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
901
Montgomery Investment Management
Maryland
$714K -$124K -8,054 -15%
PCA
902
Peddock Capital Advisors
Massachusetts
$712K +$11.6K +753 +2%
EA
903
Emerald Advisers
Pennsylvania
$706K -$66.6K -4,335 -9%
DCM
904
Donaldson Capital Management
Indiana
$706K -$23.3K -1,517 -3%
TAM
905
Todd Asset Management
Kentucky
$704K -$43.8M -2,849,119 -98%
AIM
906
Avity Investment Management
Connecticut
$697K +$19.7K +1,281 +3%
HCM
907
Hengehold Capital Management
Ohio
$696K -$1.54K -100 -0.2%
SWP
908
Stratos Wealth Partners
Ohio
$695K +$695K +44,678 New
SFSG
909
Stearns Financial Services Group
North Carolina
$690K +$34.1K +2,217 +5%
CICI
910
Capital Investment Counsel Inc
North Carolina
$689K -$17.8K -1,159 -3%
SLF
911
Sun Life Financial
Ontario, Canada
$676K – – –
AGA
912
Accuvest Global Advisors
Utah
$676K – – –
CCA
913
Checchi Capital Advisers
California
$675K +$140K +9,108 +26%
SOAMC
914
Spirit of America Management Corp
New York
$662K -$154K -10,000 -19%
TAM
915
Tocqueville Asset Management
New York
$660K +$78.1K +5,081 +13%
PCM
916
Parsons Capital Management
Rhode Island
$656K +$26.1K +1,700 +4%
Connor, Clark & Lunn Investment Management (CC&L)
917
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$650K -$1.41M -86,000 -68%
MBTD
918
Mechanics Bank - Trust Department
California
$648K -$3.85K -250 -0.6%
LWCFA
919
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$643K – – –
OIA
920
Optimum Investment Advisors
Illinois
$643K +$77.4K +5,029 +14%
SC
921
Savant Capital
Illinois
$641K -$56.1K -3,650 -8%
IIC
922
Ironwood Investment Counsel
Arizona
$641K -$1.54K -100 -0.2%
HI
923
Hudock Inc
Pennsylvania
$641K +$19.2K +1,252 +3%
PCA
924
PL Capital Advisors
Florida
$638K -$331K -21,500 -34%
SAMC
925
Shinko Asset Management Company
Japan
$633K -$30.7K -2,000 -5%
35 36
37
38 39