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Bank of America
BAC

Overview Fund Activity

1,439 hedge funds and large institutions have $102B invested in Bank of America in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 493 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+18
Holders Change %
+1.27%
% of All Funds
40.22%
Holding in Top 10
151
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.21%
% of All Funds
4.22%
New
121
Increased
634
Reduced
493
Closed
88
Calls
$2.53B
Puts
$3.19B
Net Calls
-$659M
Net Calls Change
-$119M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$450M
2
AL
AJO LP
Pennsylvania
+$378M
3
Lazard Asset Management
Lazard Asset Management
New York
+$306M
4
Jennison Associates
Jennison Associates
New York
+$250M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$240M

Top Sellers

1
FCM
Fairholme Capital Management
Florida
-$747M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$630M
3
Citigroup
Citigroup
New York
-$572M
4
IC
Institutional Capital
Illinois
-$503M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
1176
FCA Corp
Texas
$280K -$2.79K -179 -1%
RVPG
1177
Relative Value Partners Group
$280K – – –
WFG
1178
Wills Financial Group
Virginia
$276K -$31K -1,995 -10%
WCM
1179
Weik Capital Management
Pennsylvania
$275K +$9.36K +600 +4%
PHAM
1180
Palisades Hudson Asset Management
Florida
$272K -$13.1K -841 -5%
PFBT
1181
Parkside Financial Bank & Trust
Missouri
$270K -$282K -18,138 -51%
PFO
1182
Pathstone Family Office
New Jersey
$270K +$14.8K +1,000 +6%
DWT
1183
Dorsey & Whitney Trust
South Dakota
$267K -$19.1K -1,231 -7%
BCM
1184
Becker Capital Management
Oregon
$266K – – –
HAG
1185
HighPoint Advisor Group
Illinois
$263K -$4.01K -258 -2%
ATC
1186
Argent Trust Co
Tennessee
$262K +$25.7K +1,650 +11%
LOT
1187
Lombard Odier Transatlantic
Quebec, Canada
$261K – – –
ABC
1188
Associated Banc-Corp
Wisconsin
$261K +$261K +16,772 New
LBC
1189
Lowe Brockenbrough & Co
Virginia
$260K -$3.11K -200 -1%
PPSG
1190
Princeton Portfolio Strategies Group
New Jersey
$260K +$28.8K +1,850 +12%
AHC
1191
Adell Harriman & Carpenter
Texas
$259K -$11.7K -750 -4%
BRWM
1192
B. Riley Wealth Management
Tennessee
$259K -$46.7K -3,000 -15%
JC
1193
Jacobs & Co
California
$258K -$19.4K -1,244 -7%
SWM
1194
SVA Wealth Management
Wisconsin
$258K +$14.2K +913 +6%
EFSCE
1195
Enterprise Financial Services Corp (EFSC)
Missouri
$258K +$32.3K +2,069 +14%
BSB
1196
Bangor Savings Bank
Maine
$252K -$48.6K -3,120 -16%
LDB
1197
Lee, Danner & Bass
Tennessee
$251K +$7.43K +476 +3%
SCM
1198
Sterneck Capital Management
Missouri
$250K -$73.5K -4,720 -23%
CWP
1199
Capital Wealth Planning
Florida
$249K -$445K -28,564 -64%
BA
1200
BKS Advisors
Michigan
$248K +$44.3K +2,840 +22%
46 47
48
49 50