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Bank of America
BAC

Overview Fund Activity

1,493 hedge funds and large institutions have $84.5B invested in Bank of America in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 569 increasing their positions, 626 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,493
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
39.9%
Holding in Top 10
114
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.2%
% of All Funds
3.05%
New
108
Increased
569
Reduced
626
Closed
111
Calls
$1.86B
Puts
$2.55B
Net Calls
-$689M
Net Calls Change
+$236M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$213M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$93.2M
4
SCM
Shapiro Capital Management
Georgia
+$90.2M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$89.9M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$411M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
4
State Street
State Street
Massachusetts
-$148M
5
Harris Associates
Harris Associates
Illinois
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMPW
1151
Mitchell McLeod Pugh & Williams
Alabama
$315K – – –
LIA
1152
LBMC Investment Advisors
Tennessee
$311K -$133 -10 -0%
ZIC
1153
ZWJ Investment Counsel
Georgia
$308K +$49K +3,694 +19%
PHS
1154
Pekin Hardy Strauss
Illinois
$307K -$13.3K -1,000 -4%
BO
1155
BRR OpCo
Ohio
$305K -$10.7K -804 -3%
NFG
1156
Nations Financial Group
Iowa
$303K +$106K +8,004 +54%
HCMNY
1157
Howard Capital Management (New York)
New York
$302K – – –
FI
1158
FormulaFolio Investments
Michigan
$301K -$12.4K -935 -4%
BFPW
1159
BOK Financial Private Wealth
Colorado
$299K – – –
NFC
1160
Northeast Financial Consultants
Connecticut
$296K +$305 +23 +0.1%
OA
1161
Oxbow Advisors
Texas
$294K -$2.81M -211,674 -91%
JIC
1162
Johnson Investment Counsel
Ohio
$293K -$781K -58,998 -73%
WCM
1163
Weik Capital Management
Pennsylvania
$292K -$10.6K -800 -4%
MIC
1164
MU Investments Company
Japan
$291K -$237K -18,000 -45%
CCM
1165
Cohen Capital Management
California
$288K – – –
BA
1166
BKS Advisors
Michigan
$288K +$14K +1,050 +5%
WIC
1167
Woodmont Investment Counsel
Tennessee
$287K -$92.5K -6,961 -24%
CCB
1168
Cutter & Co Brokerage
Missouri
$286K -$1.43K -108 -0.5%
AFS
1169
Aft Forsyth & Sober
Florida
$285K – – –
SAMT
1170
Select Asset Management & Trust
Pennsylvania
$284K -$172K -13,000 -38%
SFWA
1171
Summit Financial Wealth Advisors
Louisiana
$282K -$139K -10,475 -33%
1SB
1172
1ST Source Bank
Indiana
$280K +$8.47K +637 +3%
LW
1173
Linscomb Wealth
Texas
$279K -$68K -5,136 -20%
LGC
1174
Laurel Grove Capital
California
$279K – – –
NAM
1175
North American Management
Massachusetts
$279K +$3.49K +263 +1%
45 46
47
48 49