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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 %
CCMT
951
CMT Capital Markets Trading
Germany
$1.67M +$1.37M +61,998 +465%
ACM
952
Advent Capital Management
New York
$1.66M +$1.66M +75,000 New
SBWM
953
Sunflower Bank Wealth Management
Arizona
$1.66M – – –
WAM
954
Wealthspire Advisors (Maryland)
Maryland
$1.65M +$69.8K +3,158 +4%
ADBIC
955
A.D. Beadell Investment Counsel
Wisconsin
$1.63M -$48.6K -2,200 -3%
MA
956
MUFG Americas
New York
$1.63M -$20.3K -919 -1%
IAA
957
Independent Advisor Alliance
North Carolina
$1.62M +$1.62M +70,792 New
PCM
958
Palouse Capital Management
Washington
$1.61M -$2.23M -101,092 -58%
LWAC
959
Laurel Wealth Advisors (California)
California
$1.6M +$734K +33,248 +85%
NAM
960
Needelman Asset Management
California
$1.59M -$13.5K -610 -0.8%
FB
961
Fulton Bank
Pennsylvania
$1.59M +$23.6K +1,066 +2%
MWAC
962
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.59M -$261K -11,824 -14%
FNT
963
First National Trust
Pennsylvania
$1.58M +$385K +17,430 +32%
IIM
964
Intact Investment Management
Quebec, Canada
$1.57M -$264K -11,900 -14%
BFEC
965
Benjamin F. Edwards & Company
Missouri
$1.56M -$421K -19,027 -21%
PAMG
966
Patton Albertson Miller Group
Tennessee
$1.55M -$54.3K -2,456 -3%
SFG
967
SevenBridge Financial Group
Pennsylvania
$1.54M +$238 +15 +0%
HCM
968
Highlander Capital Management
New Jersey
$1.54M -$26.1K -1,180 -2%
PPSG
969
Princeton Portfolio Strategies Group
New Jersey
$1.52M – – –
BVDMP
970
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.5M – – –
SAA
971
Southeast Asset Advisors
Georgia
$1.5M – – –
GW
972
GW & Wade
Massachusetts
$1.5M +$192K +8,680 +15%
SFP
973
Shepherd Financial Partners
Massachusetts
$1.5M +$1.5M +66,387 New
CIM
974
CIM Investment Management
Pennsylvania
$1.49M -$1.31M -59,475 -47%
ZCA
975
Zeke Capital Advisors
Pennsylvania
$1.49M +$904K +40,898 +155%
37 38
39
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