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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 %
NB
1101
NBT Bank
New York
$383K – – –
BKA
1102
Brick & Kyle Associates
Pennsylvania
$383K +$81.7K +5,242 +27%
SM
1103
Stratton Management
Pennsylvania
$382K +$121K +7,800 +47%
MAA
1104
Mraz Amerine & Associates
California
$381K – – –
WPW
1105
Waldron Private Wealth
Pennsylvania
$380K +$198K +12,753 +109%
CAS
1106
CTC Alternative Strategies
Illinois
$377K +$56.1K +3,600 +17%
HWA
1107
Heritage Wealth Advisors
Virginia
$377K – – –
MPIA
1108
Mountain Pacific Investment Advisers
Idaho
$376K -$33.5K -2,150 -8%
11A
1109
10-15 Associates
New York
$375K -$5.27K -339 -1%
EWM
1110
Elite Wealth Management
Washington
$375K +$375K +24,083 New
WIC
1111
Woodmont Investment Counsel
Tennessee
$374K -$7.8K -500 -2%
SAM
1112
Sentinel Asset Management
Vermont
$374K +$374K +24,000 New
POA
1113
Pergamon Offshore Advisors
New York
$372K +$372K +23,897 New
MSR
1114
Main Street Research
Connecticut
$371K +$56.6K +3,376 +18%
CAM
1115
Centre Asset Management
New York
$370K +$118K +7,580 +47%
DI
1116
Diligent Investors
California
$369K – – –
WA
1117
WealthTrust Axiom
Pennsylvania
$369K +$31 +2 +0%
LWM
1118
LBA Wealth Management
Florida
$369K +$34.2K +2,200 +10%
SCM
1119
Shapiro Capital Management
Georgia
$368K – – –
PWAP
1120
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$368K +$52.6K +3,371 +17%
NAM
1121
North American Management
Massachusetts
$363K +$134K +8,578 +58%
WC
1122
Whitney & Co
New York
$361K +$9.14K +587 +3%
WP
1123
WMS Partners
Maryland
$360K -$217K -13,925 -38%
ICM
1124
IMS Capital Management
Oregon
$359K +$132K +8,488 +58%
AIA
1125
AIMZ Investment Advisors
California
$356K +$11.7K +750 +3%
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