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Bank of America
BAC

Overview Fund Activity

1,980 hedge funds and large institutions have $211B invested in Bank of America in 2017 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 779 increasing their positions, 711 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
+201
Holders Change %
+11.3%
% of All Funds
44.97%
Holding in Top 10
317
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+23.83%
% of All Funds
7.2%
New
308
Increased
779
Reduced
711
Closed
90
Calls
$5.15B
Puts
$6.54B
Net Calls
-$1.39B
Net Calls Change
-$21.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$916M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$840M
3
Deutsche Bank
Deutsche Bank
Germany
+$371M
4
AAMU
Amundi Asset Management US
Massachusetts
+$369M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$355M

Top Sellers

1
Korea Investment Corp
Korea Investment Corp
South Korea
-$2.02B
2
Dodge & Cox
Dodge & Cox
California
-$670M
3
Ameriprise
Ameriprise
Minnesota
-$472M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$467M
5
SC
Sculptor Capital
New York
-$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
1151
Richard Bernstein Advisors
New York
$1.48M +$1.48M +49,960 New
CG
1152
Caprock Group
Idaho
$1.47M +$46.5K +1,491 +3%
FMWA
1153
Forvis Mazars Wealth Advisors
Missouri
$1.47M +$5.76K +195 +0.4%
BC
1154
Burney Company
Virginia
$1.47M +$106K +3,586 +8%
IWA
1155
IBEX Wealth Advisors
New Jersey
$1.46M +$25K +831 +2%
WAS
1156
Winch Advisory Services
Wisconsin
$1.46M +$1.39M +47,255 +2,136%
HK
1157
Horizon Kinetics
New York
$1.46M +$130K +4,417 +10%
ADL
1158
Asset Dedication LLC
California
$1.46M +$218K +7,373 +18%
MWM
1159
Modera Wealth Management
New Jersey
$1.44M -$11.8K -400 -0.8%
SC
1160
Schulhoff & Co
Ohio
$1.43M +$472 +16 +0%
BCM
1161
Brookstone Capital Management
Illinois
$1.43M -$188K -6,377 -12%
WAAG
1162
Wealth Alliance Advisory Group
Kansas
$1.43M +$1.43M +48,280 New
RA
1163
Rational Advisors
New York
$1.42M -$1.87M -63,200 -57%
TP
1164
Truvvo Partners
New York
$1.42M – – –
BW
1165
Bison Wealth
Georgia
$1.42M +$8.62K +292 +0.6%
GRQ
1166
Gardner Russo & Quinn
Pennsylvania
$1.42M +$29.5K +1,000 +2%
BAM
1167
Belpointe Asset Management
Nevada
$1.42M +$43.6K +1,477 +3%
RG
1168
Rikoon Group
New Mexico
$1.41M -$36.9K -1,250 -3%
PG
1169
Proffitt & Goodson
Tennessee
$1.41M -$189K -6,398 -12%
BFG
1170
Bouchey Financial Group
New York
$1.4M -$15.2K -514 -1%
BC
1171
Brinker Capital
Pennsylvania
$1.39M -$110K -3,721 -7%
MC
1172
Mathes Company
New York
$1.38M -$69.6K -2,357 -5%
GAG
1173
GM Advisory Group
New York
$1.38M +$515K +17,450 +59%
SFFS
1174
Stonehage Fleming Financial Services
Jersey
$1.38M – – –
MRCM
1175
M&R Capital Management
New Jersey
$1.38M +$76.9K +2,607 +6%
45 46
47
48 49