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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 %
MTIM
1151
Marathon Trading Investment Management
Pennsylvania
$214K +$214K +13,928 New
TNBTD
1152
Trustmark National Bank Trust Department
Mississippi
$210K -$142K -9,251 -40%
UAS
1153
United Asset Strategies
New York
$209K -$18.3K -1,194 -8%
RAM
1154
Riggs Asset Management
Pennsylvania
$207K -$1.53K -100 -0.7%
LPT
1155
Legacy Private Trust
Wisconsin
$206K +$206K +13,389 New
BT
1156
Brandywine Trust
Delaware
$205K – – –
IMS
1157
Index Management Solutions
Pennsylvania
$204K -$1.63M -106,099 -89%
JWBC
1158
J.W. Burns & Co
New York
$203K -$18.5K -1,206 -8%
SGCA
1159
Steel Grove Capital Advisors
Tennessee
$203K -$16.6K -1,080 -8%
VFP
1160
Verus Financial Partners
Virginia
$203K +$31 +2 +0%
LCM
1161
LVM Capital Management
Michigan
$202K – – –
MPWT
1162
MassMutual Private Wealth & Trust
Connecticut
$201K +$130K +8,473 +184%
BFPW
1163
BOK Financial Private Wealth
Colorado
$199K +$199K +12,960 New
TFO
1164
Tarbox Family Office
California
$198K -$1.99K -130 -1%
CCT
1165
Capital City Trust
Florida
$197K -$32.4K -2,104 -14%
MIAN
1166
Mariner Independent Advisor Network
Kansas
$196K +$196K +12,728 New
HWA
1167
Heritage Wealth Advisors
Virginia
$194K – – –
SYBT
1168
Stock Yards Bank & Trust
Kentucky
$194K +$1.54K +100 +0.8%
PAG
1169
Pinnacle Advisory Group
Maryland
$192K -$47K -3,066 -20%
UR
1170
USCA RIA
Texas
$192K -$30.7K -2,000 -14%
UF
1171
Univest Financial
Pennsylvania
$192K -$13.5K -876 -7%
CFC
1172
Coyle Financial Counsel
Illinois
$192K +$192K +12,500 New
CEP
1173
Chicago Equity Partners
Illinois
$191K -$44.9M -2,923,850 -100%
NA
1174
Nottingham Advisors
New York
$190K – – –
JCM
1175
Janney Capital Management
Pennsylvania
$190K +$190K +12,383 New
45 46
47
48 49