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Bank of America
BAC

1,761 hedge funds and large institutions have $161B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 759 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

13% more repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 670

1.27% more ownership

Funds ownership: 65.24% → 66.51% (+1.3%)

2% more capital invested

Capital invested by funds: $157B → $161B (+$3.48B)

0% more funds holding

Funds holding: 1,759 → 1,761 (+2)

0% more funds holding in top 10

Funds holding in top 10: 251 → 251 (0)

12% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.9B

Holders
1,761
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
43.9%
Holding in Top 10
251
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
6.26%
New
113
Increased
759
Reduced
670
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$355M
2
JP Morgan Chase
JP Morgan Chase
New York
+$280M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$271M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$271M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$224M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$472M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$453M
3
Lazard Asset Management
Lazard Asset Management
New York
-$431M
4
Dodge & Cox
Dodge & Cox
California
-$346M
5
State Street
State Street
Massachusetts
-$300M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
76
Fisher Asset Management
Washington
$386M -$472M -20,254,743 -56%
Franklin Resources
77
Franklin Resources
California
$380M +$8.9M +381,809 +3%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$379M +$355M +15,217,887 +3,807%
Aristotle Capital Management
79
Aristotle Capital Management
California
$374M +$21.2M +908,931 +6%
PP
80
Prudential plc
United Kingdom
$373M +$72.3M +3,100,813 +25%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$370M -$1.58M -67,900 -0.4%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$370M +$25.2M +1,081,464 +8%
SC
83
Sculptor Capital
New York
$364M -$138M -5,919,928 -28%
TP
84
Third Point
New York
$364M +$35M +1,500,000 +11%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$361M +$26.8M +1,149,865 +8%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$356M -$5.45M -233,723 -2%
EIP
87
Epoch Investment Partners
New York
$356M +$50.8M +2,180,041 +17%
Artisan Partners
88
Artisan Partners
Wisconsin
$342M +$85.2M +3,652,660 +35%
BRC
89
Blue Ridge Capital
New York
$340M -$37.8M -1,619,600 -10%
Coatue Management
90
Coatue Management
New York
$336M -$208M -8,910,907 -39%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$330M +$271M +11,619,173 +587%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$328M +$51.8M +2,220,520 +20%
Capital Research Global Investors
93
Capital Research Global Investors
California
$325M +$135K +5,794 +0%
PAM
94
Panagora Asset Management
Massachusetts
$317M -$4.81M -206,486 -2%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$316M – – –
WHG
96
Westwood Holdings Group
Texas
$292M +$12.2M +522,276 +5%
KSCM
97
Key Square Capital Management
Connecticut
$274M +$11.1M +474,253 +4%
Jennison Associates
98
Jennison Associates
New York
$271M +$9.93M +426,044 +4%
Millennium Management
99
Millennium Management
New York
$265M +$187M +8,030,948 +277%
Schroder Investment Management Group
100
Schroder Investment Management Group
United Kingdom
$258M +$102M +4,381,323 +70%
2 3
4
5 6

BAC Hedge Fund Activity: Q2 2017 in Review

1,761 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2017, worth a combined $161B — up 2.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 96 closed out — a net gain of 17 holders — while 759 added to existing stakes and 670 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $355M. The largest seller was Fisher Asset Management, cutting an estimated $472M.

  • 1,761 institutional investors held Bank of America (BAC) as of Q2 2017, up from 1,759 in Q1 2017.
  • Funds reported $161B of Bank of America stock for Q2 2017, up 2.2% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q2 2017 and 96 closed out, a net change of +17 holders.
  • The largest Bank of America buyer in Q2 2017 was Balyasny Asset Management, an estimated $355M added.
  • The largest Bank of America seller in Q2 2017 was Fisher Asset Management, an estimated $472M sold.

Based on aggregated 13F filings for Q2 2017.