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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 %
ACP
1126
Aviance Capital Partners
Florida
$906K +$906K +41,000 New
JIC
1127
Johnson Investment Counsel
Ohio
$905K +$524K +23,712 +138%
WA
1128
WBH Advisory
Maryland
$902K +$42.7K +1,935 +5%
PH
1129
Pinnacle Holdings
Oklahoma
$898K – – –
IWM
1130
Integrated Wealth Management
California
$894K -$55.1K -2,491 -6%
MSU
1131
Mizuho Securities USA
New York
$891K +$891K +40,300 New
MA
1132
Marshwinds Advisory
Georgia
$890K – – –
ARMT
1133
Amica Retiree Medical Trust
Rhode Island
$888K – – –
BBI
1134
Baxter Bros Inc
Connecticut
$887K -$11K -500 -1%
SEC
1135
Seven Eight Capital
New York
$887K +$177K +8,000 +25%
BOC
1136
Barbara Oil Co
Illinois
$884K – – –
SM
1137
SG3 Management
Puerto Rico
$884K +$884K +40,000 New
GC
1138
Gruss & Co
Florida
$884K +$884K +40,000 New
SFFS
1139
Stonehage Fleming Financial Services
Jersey
$878K +$111K +5,032 +15%
BP
1140
Ballentine Partners
Massachusetts
$872K +$24.4K +1,199 +3%
CAM
1141
ClariVest Asset Management
California
$866K +$307K +13,900 +55%
AFP
1142
Ausdal Financial Partners
Iowa
$864K +$2.85K +129 +0.3%
SPIA
1143
Steward Partners Investment Advisory
New York
$864K +$864K +39,106 New
OPTFSNA
1144
Old Point Trust & Financial Services N A
Virginia
$863K – – –
AT
1145
Arden Trust
Delaware
$862K +$862K +38,969 New
BWM
1146
BerganKDV Wealth Management
Minnesota
$858K +$858K +38,824 New
GLI
1147
Guardian Life Insurance
New York
$856K +$6.79K +307 +0.8%
MGIA
1148
Moneta Group Investment Advisors
Missouri
$845K +$618K +28,000 +273%
NA
1149
NewEdge Advisors
Louisiana
$845K +$845K +36,610 New
HH
1150
Hilltop Holdings
Texas
$840K – – –
44 45
46
47 48