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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 %
AF
1076
Allworth Financial
California
$403K -$81.7K -6,155 -17%
LIM
1077
Leavell Investment Management
Alabama
$403K -$3.31K -250 -0.8%
SOAMC
1078
Spirit of America Management Corp
New York
$402K -$170K -12,800 -30%
TCOV
1079
Trust Company of Vermont
Vermont
$401K -$9.62K -725 -2%
LCP
1080
Legacy Capital Partners
Wisconsin
$394K +$394K +29,680 New
DI
1081
Diligent Investors
California
$393K +$99.1K +7,473 +34%
BBP
1082
Banco BTG Pactual
Brazil
$392K -$134K -10,075 -25%
HWA
1083
Heritage Wealth Advisors
Virginia
$388K +$44.9K +3,394 +13%
GG
1084
Gofen & Glossberg
Illinois
$387K -$9.86K -742 -2%
AWP
1085
Ascent Wealth Partners
New York
$387K +$1.06K +80 +0.3%
WIS
1086
Wright Investors Service
Connecticut
$385K – – –
S
1087
SignatureFD
Georgia
$382K +$74.7K +5,624 +24%
TDC
1088
Thompson Davis & Co
Virginia
$379K +$22.9K +1,725 +6%
LWCA
1089
Locust Wood Capital Advisers
New York
$378K +$378K +28,450 New
Lido Advisors
1090
Lido Advisors
California
$378K +$378K +28,518 New
SAM
1091
Sawgrass Asset Management
Florida
$376K +$11.3K +850 +3%
MBA
1092
McQueen Ball & Associates
Pennsylvania
$375K – – –
MWM
1093
Modera Wealth Management
New Jersey
$375K +$13 +1 +0%
CIP
1094
Convergence Investment Partners
Florida
$374K -$7.09M -535,085 -95%
UR
1095
USCA RIA
Texas
$374K +$12.5K +940 +3%
CBA
1096
Coastal Bridge Advisors
Connecticut
$374K +$51.1K +3,851 +16%
FWCM
1097
Ferguson Wellman Capital Management
Oregon
$373K -$13.5M -1,015,570 -97%
EWM
1098
Empirical Wealth Management
Washington
$372K -$24.4K -1,835 -6%
MCM
1099
Murphy Capital Management
New Jersey
$371K -$14.6K -1,100 -4%
TWI
1100
Thomas White International
Illinois
$369K +$369K +27,800 New
42 43
44
45 46