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Bank of America
BAC

Overview Fund Activity

1,335 hedge funds and large institutions have $107B invested in Bank of America in 2014 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 532 increasing their positions, 516 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+5
Holders Change %
+0.38%
% of All Funds
38.76%
Holding in Top 10
151
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+29.06%
% of All Funds
4.38%
New
96
Increased
532
Reduced
516
Closed
80
Calls
$2.78B
Puts
$4.47B
Net Calls
-$1.69B
Net Calls Change
-$800M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$5.66B
2
BA
BlackRock Advisors
Delaware
$1.08B
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.05B
4
Citigroup
Citigroup
New York
$2.41B
5
Ameriprise
Ameriprise
Minnesota
$664M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.42B
2
IG
ING Group
Netherlands
$697M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$225M
4
Citadel Advisors
Citadel Advisors
Florida
$642K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$848M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1026
Edge Wealth Management
New York
$440K +$109K +6,416 +33%
BHBT
1027
Burke & Herbert Bank & Trust
Virginia
$431K -$13.6K -800 -3%
ZCA
1028
Zeke Capital Advisors
Pennsylvania
$431K – – –
11A
1029
10-15 Associates
New York
$427K -$647 -38 -0.2%
EA
1030
Emerald Advisers
Pennsylvania
$426K -$357K -20,949 -46%
TIM
1031
TBP Investments Management
Texas
$426K +$119K +7,000 +39%
PAS
1032
Partnervest Advisory Services
California
$425K +$1.6K +94 +0.4%
MCTIC
1033
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$425K +$6.82K +400 +2%
CL
1034
CPWM LLC
Washington
$420K +$88.5K +5,191 +27%
MAA
1035
Mraz Amerine & Associates
California
$418K +$63.1K +3,698 +18%
BACM
1036
Blue Arrow Capital Management
New York
$412K -$705K -41,299 -63%
BCM
1037
Bourgeon Capital Management
Connecticut
$412K -$171K -10,000 -29%
CCM
1038
Coldstream Capital Management
Washington
$404K -$4.91K -288 -1%
LW
1039
Linscomb Wealth
Texas
$402K -$39.2K -2,296 -9%
SHA
1040
Smith Hayes Advisers
Nebraska
$401K +$108K +6,343 +37%
IF
1041
IRON Financial
Illinois
$398K +$25.5K +1,499 +7%
CFG
1042
CKW Financial Group
Hawaii
$397K +$17.8K +1,042 +5%
S
1043
SignatureFD
Georgia
$396K -$12.9K -757 -3%
IAA
1044
Ironsides Asset Advisors
North Carolina
$395K +$213K +12,489 +117%
GSBTD
1045
Glenview State Bank Trust Department
Illinois
$389K -$4.78K -280 -1%
PIC
1046
Portland Investment Counsel
Ontario, Canada
$389K – – –
BRWM
1047
B. Riley Wealth Management
Tennessee
$379K -$7.22K -424 -2%
AA
1048
Ancora Advisors
Ohio
$378K +$1.28K +75 +0.3%
WFG
1049
Wills Financial Group
Virginia
$374K -$64.6K -3,794 -15%
JWA
1050
JFS Wealth Advisors
Pennsylvania
$373K -$68.4K -4,010 -15%
40 41
42
43 44