BAC icon

Bank of America
BAC

Overview Fund Activity

1,493 hedge funds and large institutions have $84.5B invested in Bank of America in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 569 increasing their positions, 626 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,493
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
39.9%
Holding in Top 10
114
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.2%
% of All Funds
3.05%
New
108
Increased
569
Reduced
626
Closed
111
Calls
$1.86B
Puts
$2.55B
Net Calls
-$689M
Net Calls Change
+$236M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$213M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$93.2M
4
SCM
Shapiro Capital Management
Georgia
+$90.2M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$89.9M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$411M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
4
State Street
State Street
Massachusetts
-$148M
5
Harris Associates
Harris Associates
Illinois
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
1051
Accuvest Global Advisors
Utah
$438K – – –
SFG
1052
SevenBridge Financial Group
Pennsylvania
$438K +$438K +33,017 New
BKA
1053
Brick & Kyle Associates
Pennsylvania
$435K +$74.6K +5,624 +21%
WPW
1054
Waldron Private Wealth
Pennsylvania
$433K +$56.2K +4,244 +15%
AIM
1055
Aspen Investment Management
Michigan
$432K +$72.3K +5,450 +20%
BL
1056
Balentine LLC
Georgia
$431K +$6.63K +500 +2%
BMC
1057
Benin Management Corp
Connecticut
$431K +$127K +9,600 +42%
LH
1058
Lebenthal Holdings
New York
$428K -$97.2K -7,322 -19%
LAM
1059
Lebenthal Asset Management
New York
$428K +$47.1K +3,550 +12%
DCM
1060
Donaldson Capital Management
Indiana
$427K -$64.9K -4,894 -13%
Cetera Investment Advisers
1061
Cetera Investment Advisers
Illinois
$427K +$20.9K +1,586 +5%
AC
1062
Addison Capital
Pennsylvania
$426K -$7.45K -561 -2%
SCM
1063
Saba Capital Management
New York
$425K +$425K +32,000 New
NB
1064
NBT Bank
New York
$419K +$24.8K +1,872 +6%
SWA
1065
Sutton Wealth Advisors
Florida
$418K +$17.9K +1,349 +4%
KA
1066
Kovack Advisors
Florida
$417K -$52.5K -3,955 -11%
OIA
1067
Optimum Investment Advisors
Illinois
$417K – – –
JWA
1068
JFS Wealth Advisors
Pennsylvania
$416K -$66.8K -5,032 -14%
SFA
1069
Sequoia Financial Advisors
Ohio
$416K +$1.47K +111 +0.4%
GAG
1070
GM Advisory Group
New York
$414K -$277K -20,900 -40%
CG
1071
Caprock Group
Idaho
$414K -$36.2K -2,724 -8%
SAM
1072
Strategy Asset Managers
California
$411K +$254K +19,125 +161%
OCM
1073
Orleans Capital Management
Louisiana
$410K +$3.32K +250 +0.8%
FIB
1074
First Interstate Bank
Montana
$406K – – –
KBG
1075
Kahn Brothers Group
New York
$405K -$112K -8,442 -22%
41 42
43
44 45