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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 %
SAM
1176
Sawgrass Asset Management
Florida
$753K +$44.2K +2,000 +6%
MC
1177
Middleton & Co
Massachusetts
$746K -$136K -6,135 -15%
MHIC
1178
Marble Harbor Investment Counsel
Massachusetts
$743K – – –
KC
1179
Kingfisher Capital
North Carolina
$743K +$1.79K +81 +0.2%
PCM
1180
Palisade Capital Management
New Jersey
$743K +$520K +23,500 +233%
FBC
1181
Fairfield, Bush & Co
Connecticut
$732K – – –
CCC
1182
Chelsea Counsel Company
California
$730K +$5.53K +250 +0.8%
FHA
1183
Flagship Harbor Advisors
Massachusetts
$727K +$727K +32,234 New
GWM
1184
GSB Wealth Management
Connecticut
$723K +$723K +32,724 New
BKA
1185
Brick & Kyle Associates
Pennsylvania
$718K -$7.14K -323 -1%
BL
1186
Balentine LLC
Georgia
$718K +$221 +10 +0%
BB
1187
Busey Bank
Illinois
$713K -$33.4K -1,511 -4%
SAM
1188
Strategy Asset Managers
California
$713K -$11.5K -500 -2%
AIM
1189
Aspen Investment Management
Michigan
$713K -$6.63K -300 -0.9%
KA
1190
Kovack Advisors
Florida
$708K -$107K -4,858 -13%
AFS
1191
Amtrust Financial Services
New York
$707K +$707K +32,000 New
AIM
1192
Avity Investment Management
Connecticut
$706K -$44.2K -2,000 -6%
LWM
1193
LBA Wealth Management
Florida
$706K -$29.8K -1,350 -4%
SIM
1194
SSI Investment Management
California
$706K -$1.15K -52 -0.2%
FHC
1195
First Heartland Consultants
Missouri
$705K -$132K -5,990 -16%
EWM
1196
Empirical Wealth Management
Washington
$705K +$143K +6,447 +25%
GD
1197
Grandfield & Dodd
New York
$699K +$699K +31,647 New
CGL
1198
Clarius Group LLC
Washington
$698K -$210K -9,500 -23%
SWA
1199
Sutton Wealth Advisors
Florida
$698K +$751 +34 +0.1%
HWA
1200
Heritage Wealth Advisors
Virginia
$695K +$26.6K +1,202 +4%
46 47
48
49 50