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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 %
DLG
1151
Daniel L. Goodwin
$839K -$999K -45,200 -54%
HCM
1152
Horrell Capital Management
Arkansas
$836K +$3.76K +170 +0.5%
GS
1153
GAM Systematic
United Kingdom
$834K +$834K +37,755 New
EWM
1154
Evercore Wealth Management
New York
$829K +$61.3K +2,775 +8%
BFA
1155
Bragg Financial Advisors
North Carolina
$824K +$53.7K +2,430 +7%
LCC
1156
Lincoln Capital Corp
Rhode Island
$819K +$819K +37,096 New
Jacobs Levy Equity Management
1157
Jacobs Levy Equity Management
New Jersey
$813K +$462K +20,890 +131%
TSWM
1158
Triangle Securities Wealth Management
North Carolina
$800K -$48K -2,175 -6%
Cetera Investment Advisers
1159
Cetera Investment Advisers
Illinois
$800K +$81.2K +3,681 +11%
BAAM
1160
Baker Avenue Asset Management
California
$797K -$215K -9,720 -21%
EM
1161
Excalibur Management
Massachusetts
$793K -$21.5K -975 -3%
CD
1162
Carl Domino
Florida
$790K -$329K -14,879 -29%
G
1163
GenTrust
Florida
$789K +$789K +35,723 New
S
1164
SignatureFD
Georgia
$783K -$70.6K -3,194 -8%
TCOV
1165
Trust Company of Vermont
Vermont
$783K -$21.2K -962 -3%
CFA
1166
CT Financial Advisors
Pennsylvania
$779K – – –
VCAM
1167
Van Cleef Asset Management
Ohio
$779K – – –
MWM
1168
Modera Wealth Management
New Jersey
$778K +$96.9K +4,381 +14%
SCM
1169
SKBA Capital Management
California
$774K -$108K -4,900 -12%
PA
1170
Parallel Advisors
California
$771K +$771K +34,889 New
CSA
1171
Cottage Street Advisors
Massachusetts
$767K +$285K +12,925 +59%
BAM
1172
Brave Asset Management
New Jersey
$762K -$127K -5,750 -14%
SFA
1173
Sequoia Financial Advisors
Ohio
$757K +$13.6K +615 +2%
EDRIA
1174
Edmonds Duncan Registered Investment Advisors
Kansas
$756K -$376 -17 -0%
RFS
1175
Rockefeller Financial Services
New York
$753K – – –
45 46
47
48 49