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Bank of America

1,511 hedge funds and large institutions have $100B invested in Bank of America in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 573 increasing their positions, 625 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

823.98% more ownership

Funds ownership: 2,344.08%3,168.06% (+824%)

45% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 78

20% more funds holding in top 10

Funds holding in top 10: 114137 (+23)

19% more capital invested

Capital invested by funds: $84.6B → $100B (+$15.9B)

1% more funds holding

Funds holding: 1,4941,511 (+17)

8% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 625

11% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.89B

Holders
1,511
Holders Change
+17
Holders Change %
+1.14%
% of All Funds
40.3%
Holding in Top 10
137
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+20.18%
% of All Funds
3.65%
New
113
Increased
573
Reduced
625
Closed
78
Calls
$2.58B
Puts
$2.89B
Net Calls
-$309M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1151
Janney Capital Management
Pennsylvania
$388K +$78K +5,235 +27%
MA
1152
MCF Advisors
Kentucky
$387K +$1.49K +100 +0.4%
SOADOR
1153
State of Alaska Department of Revenue
Alaska
$385K +$367K +24,630 New
QCG
1154
Quadrant Capital Group
Ohio
$384K -$12.7K -856 -3%
PLFAM
1155
Pineno Levin & Ford Asset Management
Virginia
$384K -$8.86K -595 -2%
NHC
1156
Nicholas Hoffman & Company
Georgia
$383K
ECM
1157
ETrade Capital Management
Virginia
$383K +$10.7K +721 +3%
DWT
1158
Dorsey & Whitney Trust
South Dakota
$382K +$144K +9,666 +66%
DLA
1159
Douglas Lane & Associates
New York
$378K -$35.7K -2,400 -9%
ISB
1160
Iowa State Bank
Iowa
$378K -$462 -31 -0.1%
AIA
1161
AIMZ Investment Advisors
California
$377K
CT
1162
Coastline Trust
Rhode Island
$377K +$359K +24,079 New
MMPW
1163
Mitchell McLeod Pugh & Williams
Alabama
$371K
CCT
1164
Country Club Trust
Missouri
$370K -$25.8K -1,734 -7%
ACN
1165
Advisor Consultant Network
Ohio
$370K +$352K +23,636 New
PFBT
1166
Parkside Financial Bank & Trust
Missouri
$368K -$5K -336 -1%
NG
1167
Northstar Group
New York
$366K +$50.4K +3,382 +17%
BAS
1168
Brown Advisory Securities
Maryland
$365K -$38.9K -2,614 -10%
PHS
1169
Pekin Hardy Strauss
Illinois
$362K
WA
1170
WealthTrust Axiom
Pennsylvania
$359K +$62.3K +4,186 +22%
TFA
1171
Toth Financial Advisory
Virginia
$358K -$682K -45,815 -67%
NFG
1172
Nations Financial Group
Iowa
$358K +$1.44K +97 +0.4%
HCMNY
1173
Howard Capital Management (New York)
New York
$357K
GS
1174
Girard Securities
California
$356K -$54K -3,623 -14%
FI
1175
FormulaFolio Investments
Michigan
$356K +$730 +49 +0.2%

BAC Hedge Fund Activity: Q3 2016 in Review

1,511 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2016, worth a combined $100B — up 19% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 78 closed out — a net gain of 35 holders — while 573 added to existing stakes and 625 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $374M. The largest seller was Goldman Sachs, cutting an estimated $221M.

  • 1,511 institutional investors held Bank of America (BAC) as of Q3 2016, up from 1,494 in Q2 2016.
  • Funds reported $100B of Bank of America stock for Q3 2016, up 19% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2016 and 78 closed out, a net change of +35 holders.
  • The largest Bank of America buyer in Q3 2016 was Viking Global Investors, an estimated $374M added.
  • The largest Bank of America seller in Q3 2016 was Goldman Sachs, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2016.