BAC icon

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 %
FI
1126
FormulaFolio Investments
Michigan
$355K +$24.8K +1,593 +8%
WEC
1127
Winslow Evans & Crocker
Massachusetts
$355K -$26.3K -1,686 -7%
AFWA
1128
Ancora Family Wealth Advisors
Ohio
$352K +$352K +22,596 New
CC
1129
Colrain Capital
Massachusetts
$351K -$39K -2,500 -10%
FA
1130
FCG Advisors
New Jersey
$348K -$14.1K -904 -4%
CCM
1131
Coldstream Capital Management
Washington
$347K +$26.5K +1,701 +8%
PHS
1132
Pekin Hardy Strauss
Illinois
$342K -$181K -11,609 -35%
CMANY
1133
Capital Management Associates (New York)
New York
$342K -$173K -11,100 -34%
CCM
1134
Cohen Capital Management
California
$338K – – –
LH
1135
Lebenthal Holdings
New York
$336K +$43.6K +2,801 +15%
LIA
1136
LBMC Investment Advisors
Tennessee
$336K +$45K +2,893 +15%
AFS
1137
Aft Forsyth & Sober
Florida
$334K – – –
VIA
1138
Vident Investment Advisory
Georgia
$331K -$35.2K -2,262 -10%
TFA
1139
Toth Financial Advisory
Virginia
$331K – – –
NEPWA
1140
New England Private Wealth Advisors
Massachusetts
$331K +$125 +8 +0%
UAS
1141
United Asset Strategies
New York
$331K +$6.58K +422 +2%
BO
1142
BRR OpCo
Ohio
$330K +$2.89K +186 +0.9%
AIM
1143
Artemis Investment Management
United Kingdom
$329K – – –
LGC
1144
Laurel Grove Capital
California
$327K – – –
QCG
1145
Quadrant Capital Group
Ohio
$325K -$23.8K -1,552 -7%
HA
1146
Halsey Associates
Connecticut
$322K +$31.2K +2,002 +11%
RCG
1147
Ruane, Cunniff & Goldfarb
New York
$321K -$8.12M -520,345 -96%
VDI
1148
Vaughan David Investments
Illinois
$319K -$26.5K -1,699 -8%
NYLT
1149
New York Life Trust
New York
$313K +$2.81K +180 +0.9%
SFU
1150
Stonehage Fleming (UK)
United Kingdom
$309K – – –
44 45
46
47 48