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Bank of America
BAC

Overview Fund Activity

1,439 hedge funds and large institutions have $102B invested in Bank of America in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 493 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+18
Holders Change %
+1.27%
% of All Funds
40.22%
Holding in Top 10
151
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.21%
% of All Funds
4.22%
New
121
Increased
634
Reduced
493
Closed
88
Calls
$2.53B
Puts
$3.19B
Net Calls
-$659M
Net Calls Change
-$119M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$450M
2
AL
AJO LP
Pennsylvania
+$378M
3
Lazard Asset Management
Lazard Asset Management
New York
+$306M
4
Jennison Associates
Jennison Associates
New York
+$250M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$240M

Top Sellers

1
FCM
Fairholme Capital Management
Florida
-$747M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$630M
3
Citigroup
Citigroup
New York
-$572M
4
IC
Institutional Capital
Illinois
-$503M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
951
Holderness Investments Company
North Carolina
$711K +$73.1K +4,690 +11%
TNBTD
952
Trustmark National Bank Trust Department
Mississippi
$710K -$190K -12,185 -21%
LWCFA
953
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$710K – – –
SIM
954
SSI Investment Management
California
$705K – – –
PFS
955
Prospera Financial Services
Texas
$688K -$12.8K -856 -2%
KBG
956
Kahn Brothers Group
New York
$685K -$48.4K -3,106 -7%
WSTAM
957
Wilbanks Smith & Thomas Asset Management
Virginia
$684K -$3.85K -247 -0.6%
PVWM
958
Point View Wealth Management
New Jersey
$684K +$18.1K +1,160 +3%
CSMF
959
Charles Stewart Mott Foundation
Michigan
$684K +$684K +43,892 New
ASN
960
Advisory Services Network
Georgia
$682K +$24.8K +1,595 +4%
HH
961
Hilltop Holdings
Texas
$680K -$49.6K -3,187 -7%
SFT
962
Simmons First Trust
Arkansas
$679K +$4.29K +275 +0.6%
GWCM
963
Godshalk Welsh Capital Management
Pennsylvania
$679K +$36.6K +2,350 +6%
SOAMC
964
Spirit of America Management Corp
New York
$672K – – –
FANJ
965
Financial Architects (New Jersey)
New Jersey
$668K -$7.11K -456 -1%
GWM
966
Gupta Wealth Management
California
$664K -$26.9K -1,726 -4%
IIC
967
Ironwood Investment Counsel
Arizona
$656K +$2.07K +133 +0.3%
PIC
968
PCJ Investment Counsel
Ontario, Canada
$652K +$314K +20,174 +93%
HI
969
Hudock Inc
Pennsylvania
$651K +$1.95K +125 +0.3%
MA
970
MCF Advisors
Kentucky
$649K +$56.2K +3,605 +9%
SBH
971
Segall Bryant & Hamill
Illinois
$644K +$23.4K +1,500 +4%
DCLA
972
Douglas C. Lane & Associates
New York
$644K +$45.9K +2,948 +8%
RC
973
RegentAtlantic Capital
New Jersey
$642K +$88.1K +5,657 +16%
LOAMS
974
Lombard Odier Asset Management (Switzerland)
Switzerland
$638K -$789K -50,434 -55%
FPCP
975
Fort Point Capital Partners
California
$638K +$203K +13,001 +47%
37 38
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