BAC icon

Bank of America
BAC

Overview Fund Activity

1,330 hedge funds and large institutions have $97.5B invested in Bank of America in 2014 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 499 increasing their positions, 570 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,330
Holders Change
-9
Holders Change %
-0.67%
% of All Funds
38.25%
Holding in Top 10
117
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-19.86%
% of All Funds
3.36%
New
92
Increased
499
Reduced
570
Closed
93
Calls
$1.8B
Puts
$2.68B
Net Calls
-$887M
Net Calls Change
-$551M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.27B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$358M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$293M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$262M
5
Harris Associates
Harris Associates
Illinois
+$245M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$554M
2
Boston Partners
Boston Partners
Massachusetts
-$547M
3
AL
AJO LP
Pennsylvania
-$384M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$257M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
1126
Palisades Hudson Asset Management
Florida
$236K +$18.3K +1,189 +8%
PPSG
1127
Princeton Portfolio Strategies Group
New Jersey
$234K -$180K -11,684 -43%
CIC
1128
Crawford Investment Counsel
Georgia
$232K -$77.4K -5,040 -25%
HFM
1129
Hartford Financial Management
Connecticut
$232K -$2.21K -144 -0.9%
HCMNY
1130
Howard Capital Management (New York)
New York
$231K – – –
CCM
1131
Cutler Capital Management
Massachusetts
$230K – – –
EAM
1132
Evanson Asset Management
California
$229K +$19.8K +1,287 +9%
WSC
1133
Wellington Shields & Co
New York
$228K +$228K +14,852 New
BIM
1134
Bridgecreek Investment Management
Oklahoma
$227K – – –
FDS
1135
First Dallas Securities
Texas
$227K +$9.13K +593 +4%
LDB
1136
Lee, Danner & Bass
Tennessee
$226K -$2.09K -136 -0.9%
CA
1137
Corrado Advisors
New Jersey
$225K -$54.1K -3,520 -19%
VNA
1138
VNBTrust National Association
Virginia
$225K – – –
MIM
1139
Midwest Investment Management
Ohio
$225K – – –
BWA
1140
Brave Warrior Advisors
New York
$223K – – –
FCBT
1141
First Citizens Bank & Trust
North Carolina
$222K +$222K +14,428 New
FCB
1142
First Citizens Bancorporation
South Carolina
$221K +$23K +1,500 +12%
ESBC
1143
E.S. Barr & Co
Kentucky
$219K +$19.1K +1,241 +10%
ST
1144
Sentinel Trust
Texas
$218K -$2.63K -171 -1%
RPGK
1145
Retirement Planning Group (Kansas)
Kansas
$218K – – –
LC
1146
Loews Corp
New York
$216K +$25K +1,625 +13%
EWA
1147
EP Wealth Advisors
California
$215K -$36.6K -2,377 -15%
BBNB
1148
Baker Boyer National Bank
Washington
$215K +$3.42K +222 +2%
GJIC
1149
Gamble Jones Investment Counsel
California
$214K +$16.4K +1,065 +8%
AWP
1150
Ascent Wealth Partners
New York
$214K +$214K +13,892 New
44 45
46
47 48