BAC icon

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 %
ADL
1101
Asset Dedication LLC
California
$983K -$35.1K -1,590 -3%
BAC
1102
Boys Arnold & Co
North Carolina
$983K -$7.03K -318 -0.7%
SCM
1103
Sterneck Capital Management
Missouri
$978K -$16.9K -765 -2%
SGCA
1104
Steel Grove Capital Advisors
Tennessee
$978K – – –
TPWA
1105
TRUE Private Wealth Advisors
Oregon
$974K +$189K +8,277 +24%
HK
1106
Horizon Kinetics
New York
$972K +$90.9K +4,110 +10%
GXMC
1107
Global X Management Company
New York
$972K +$347K +15,681 +55%
LWCFA
1108
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$964K -$10.4K -470 -1%
WP
1109
WMS Partners
Maryland
$962K +$29.4K +1,332 +3%
HHMI
1110
Howard Hughes Medical Institute
Maryland
$956K +$956K +43,275 New
CHC
1111
City Holding Co
West Virginia
$953K -$54.7K -2,475 -5%
IIA
1112
IPG Investment Advisors
California
$952K -$1.72M -77,677 -64%
EWA
1113
Exencial Wealth Advisors
Oklahoma
$936K -$48.9K -2,213 -5%
SOAMC
1114
Spirit of America Management Corp
New York
$935K – – –
NRS
1115
Neville Rodie & Shaw
New York
$932K -$60.8K -2,750 -6%
HAG
1116
HighPoint Advisor Group
Illinois
$926K +$14.1K +553 +2%
CA
1117
Clearstead Advisors
Ohio
$926K +$926K +41,896 New
EI
1118
Elkhorn Investments
Illinois
$926K +$926K +41,922 New
WSTAM
1119
Wilbanks Smith & Thomas Asset Management
Virginia
$924K +$17.3K +782 +2%
SFSG
1120
Stearns Financial Services Group
North Carolina
$919K +$99.5K +4,501 +12%
IC
1121
InterOcean Capital
Illinois
$918K -$71.6K -3,241 -7%
SLA
1122
Silver Lake Advisory
Utah
$918K +$48.6K +2,198 +6%
FCM
1123
Force Capital Management
New York
$913K +$582K +26,316 +175%
AC
1124
Abbrea Capital
California
$913K +$913K +41,334 New
SBH
1125
Segall Bryant & Hamill
Illinois
$911K +$22.1K +1,000 +2%
43 44
45
46 47