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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 %
GC
1051
Grimes & Company
Massachusetts
$1.14M -$29.3K -1,324 -3%
MC
1052
Mathes Company
New York
$1.14M -$166K -7,500 -13%
SC
1053
Schulhoff & Co
Ohio
$1.14M -$4.06K -184 -0.4%
BC
1054
Brookfield Corp
Ontario, Canada
$1.13M – – –
WCA
1055
Waratah Capital Advisors
Ontario, Canada
$1.13M +$1.13M +51,065 New
ACI
1056
Alpha Cubed Investments
California
$1.13M +$221K +9,999 +24%
AAP
1057
Arax Advisory Partners
Colorado
$1.13M +$1.13M +51,010 New
WPC
1058
White Pine Capital
Minnesota
$1.12M -$2.21K -100 -0.2%
HCA
1059
Harbour Capital Advisors
Virginia
$1.12M -$17.7K -800 -2%
PVWM
1060
Point View Wealth Management
New Jersey
$1.11M -$50.1K -2,267 -4%
GRQ
1061
Gardner Russo & Quinn
Pennsylvania
$1.11M -$22.1K -1,000 -2%
LCM
1062
Lee Capital Management
New York
$1.11M +$1.11M +50,000 New
BFG
1063
Bouchey Financial Group
New York
$1.1M -$146K -6,610 -12%
IWA
1064
IBEX Wealth Advisors
New Jersey
$1.1M +$838K +37,004 +324%
PAM
1065
PVG Asset Management
Colorado
$1.09M -$693K -31,380 -39%
UB
1066
UMB Bank
Missouri
$1.09M -$51.1K -2,310 -4%
CL
1067
CPWM LLC
Washington
$1.09M -$57.7K -2,610 -5%
FMWA
1068
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$128K +5,786 +13%
BA
1069
Broadview Advisors
Wisconsin
$1.08M +$1.08M +48,700 New
CWM
1070
Connecticut Wealth Management
Connecticut
$1.07M -$69 -3 -0%
CDH
1071
Charles D. Hyman
$1.07M +$15.1K +684 +1%
WA
1072
WFG Advisors
Texas
$1.07M -$42.6K -1,925 -4%
IIC
1073
Ironwood Investment Counsel
Arizona
$1.06M +$44.2K +2,000 +4%
APP
1074
Avantax Planning Partners
Iowa
$1.06M +$1.06M +48,042 New
IWA
1075
Inspirion Wealth Advisors
Illinois
$1.06M +$1.06M +48,057 New
41 42
43
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