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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
BHWM
1176
Bar Harbor Wealth Management
New Hampshire
$356K +$173K +11,635 +105%
AFG
1177
Albion Financial Group
Utah
$354K +$337K +22,630 New
LW
1178
Linscomb Wealth
Texas
$353K +$22.4K +1,502 +7%
NG
1179
NatWest Group
United Kingdom
$352K +$335K +22,507 New
FA
1180
FCG Advisors
New Jersey
$349K -$204K -13,703 -38%
CG
1181
Clinton Group
New York
$346K -$1.01M -67,947 -75%
DHFB
1182
Dixon Hubard Feinour & Brown
Virginia
$345K -$243K -16,300 -43%
RFA
1183
Reilly Financial Advisors
California
$344K -$52K -3,495 -14%
WCM
1184
Weik Capital Management
Pennsylvania
$344K
EFSCE
1185
Enterprise Financial Services Corp (EFSC)
Missouri
$344K +$69.1K +4,639 +27%
HHGA
1186
Halbert Hargrove Global Advisors
California
$343K -$45.5K -3,055 -12%
CSA
1187
Cottage Street Advisors
Massachusetts
$341K -$59.6K -4,000 -16%
CCB
1188
Cutter & Co Brokerage
Missouri
$341K +$3.74K +251 +1%
AIM
1189
Assured Investment Management
New York
$341K +$324K +21,761 New
GT
1190
Greenleaf Trust
Michigan
$338K +$322K +21,609 New
AFS
1191
Aft Forsyth & Sober
Florida
$336K
TIA
1192
Tiemann Investment Advisors
California
$334K +$14.2K +951 +5%
BO
1193
BRR OpCo
Ohio
$331K -$27.4K -1,838 -8%
OA
1194
Oxbow Advisors
Texas
$331K -$15.1K -1,015 -5%
GP
1195
Girard Partners
Pennsylvania
$330K +$24.9K +1,670 +9%
BFM
1196
Boothbay Fund Management
New York
$330K +$134K +8,989 +74%
FWCM
1197
Ferguson Wellman Capital Management
Oregon
$329K -$106K -7,090 -25%
LGC
1198
Laurel Grove Capital
California
$329K
MCP
1199
Mirador Capital Partners
California
$328K -$57.4K -3,852 -16%
FNBSF
1200
First National Bank Sioux Falls
South Dakota
$328K +$184K +12,382 +144%

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.