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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 %
HHGA
976
Halbert Hargrove Global Advisors
California
$636K -$744K -47,764 -54%
CCFCSB
977
Cape Cod Five Cents Savings Bank
Massachusetts
$635K +$10.9K +699 +2%
BFA
978
Bragg Financial Advisors
North Carolina
$633K +$639 +41 +0.1%
BHBT
979
Burke & Herbert Bank & Trust
Virginia
$631K +$156K +10,000 +33%
GG
980
Gofen & Glossberg
Illinois
$629K +$6.12K +393 +1%
HK
981
Horizon Kinetics
New York
$626K +$163K +10,437 +35%
BOC
982
Barbara Oil Co
Illinois
$623K – – –
Simplex Trading
983
Simplex Trading
Illinois
$623K +$85.7K +5,507 +16%
FIM
984
Freedom Investment Management
Connecticut
$621K -$4.07M -30,685 -87%
SCA
985
Salient Capital Advisors
Texas
$620K -$144K -9,255 -19%
BOTW
986
Bank of the West
California
$616K +$4.19K +269 +0.7%
MTIM
987
Marathon Trading Investment Management
Pennsylvania
$611K -$270K -17,299 -31%
OPTFSNA
988
Old Point Trust & Financial Services N A
Virginia
$609K – – –
BO
989
Bank OZK
Arkansas
$607K +$1.56K +100 +0.3%
CIA
990
Choate Investment Advisors
Massachusetts
$606K +$57.5K +3,691 +10%
ED
991
Exane Derivatives
France
$604K +$390K +25,018 +182%
IAS
992
IMA Advisory Services
Colorado
$597K -$6.35M -407,373 -91%
ISL
993
Ingalls & Snyder LLC
New York
$597K – – –
DHFB
994
Dixon Hubard Feinour & Brown
Virginia
$594K +$125K +8,000 +27%
AIM
995
Avity Investment Management
Connecticut
$591K -$1.59K -100 -0.3%
BGDI
996
BW Gestao de Investimentos
Brazil
$590K – – –
MSFP
997
Mark Sheptoff Financial Planning
Connecticut
$588K +$8.88K +570 +2%
MHS
998
M Holdings Securities
Oregon
$586K +$52.7K +3,378 +10%
HCM
999
Horrell Capital Management
Arkansas
$581K +$5.8K +372 +1%
PAS
1000
Partnervest Advisory Services
California
$578K +$14.1K +907 +3%
38 39
40
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