BAC icon

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 %
AC
926
Addison Capital
Pennsylvania
$633K – – –
BFG
927
Beacon Financial Group
Texas
$631K +$208K +13,552 +49%
WSTAM
928
Wilbanks Smith & Thomas Asset Management
Virginia
$619K +$63.4K +4,126 +11%
CWA
929
Constellation Wealth Advisors
New York
$616K – – –
RIG
930
Roosevelt Investment Group
New York
$615K -$15.6K -1,013 -2%
BOC
931
Barbara Oil Co
Illinois
$615K – – –
TRCT
932
Tower Research Capital (TRC)
New York
$609K +$513K +33,371 +536%
BWAM
933
Boyd Watterson Asset Management
Ohio
$608K +$608K +39,527 New
BFA
934
Bragg Financial Advisors
North Carolina
$607K -$39.8K -2,587 -6%
PHS
935
Pekin Hardy Strauss
Illinois
$603K -$907 -59 -0.2%
TCOV
936
Trust Company of Vermont
Vermont
$602K -$22.8K -1,486 -4%
BO
937
Bank OZK
Arkansas
$599K +$27.4K +1,781 +5%
MA
938
MCF Advisors
Kentucky
$584K – – –
Envestnet Asset Management
939
Envestnet Asset Management
Illinois
$574K +$37.8K +2,458 +7%
ARMC
940
American Research & Management Company
Massachusetts
$573K – – –
NAM
941
NTV Asset Management
West Virginia
$572K -$1.53K -100 -0.3%
PWS
942
Peloton Wealth Strategists
Indiana
$572K +$572K +43,100 New
PL
943
Perpetual Ltd
Australia
$569K +$61.5K +4,000 +12%
FM
944
Forward Management
California
$569K +$569K +37,000 New
RAM
945
RWC Asset Management
United Kingdom
$561K +$25.4K +1,657 +5%
PFBT
946
Parkside Financial Bank & Trust
Missouri
$561K +$62.1K +4,039 +12%
TSWM
947
Triangle Securities Wealth Management
North Carolina
$560K +$2.28K +148 +0.4%
PRA
948
Parametric Risk Advisors
Connecticut
$556K – – –
SCI
949
S&CO Inc
Massachusetts
$555K +$50K +3,250 +10%
HCC
950
Hirtle Callaghan & Co
Pennsylvania
$553K +$430 +28 +0.1%
36 37
38
39 40