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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 %
TSW
1201
Thompson Siegel & Walmsley
Virginia
$247K +$4.67K +300 +2%
MIM
1202
Midwest Investment Management
Ohio
$246K -$7.77K -500 -3%
ST
1203
Smithfield Trust
Pennsylvania
$246K – – –
SSWM
1204
Sheets Smith Wealth Management
North Carolina
$245K -$38.7K -2,481 -14%
VC
1205
Vicus Capital
Pennsylvania
$243K -$8.85K -569 -4%
IF
1206
IRON Financial
Illinois
$242K +$30.7K +1,970 +15%
MCA
1207
Mercer Capital Advisers
New Jersey
$241K -$8.79K -565 -4%
DDPIC
1208
Deroy & Devereaux Private Investment Counsel
Michigan
$241K +$15.5K +1,000 +7%
NEPPG
1209
New England Professional Planning Group
Rhode Island
$239K – – –
SCA
1210
Stonebridge Capital Advisors
Minnesota
$238K -$3.11K -200 -1%
SGS
1211
Sterling Global Strategies
California
$235K -$6.22K -399 -3%
HCMNY
1212
Howard Capital Management (New York)
New York
$234K – – –
LOCC
1213
Lombard Odier & Cie (Canada)
Quebec, Canada
$234K – – –
FFA
1214
First Foundation Advisors
California
$234K +$3.92K +251 +2%
AUB
1215
Atlantic Union Bankshares
Virginia
$233K -$7.43K -476 -3%
SFFS
1216
Stonehage Fleming Financial Services
Jersey
$233K – – –
CPA
1217
Capital Planning Advisors
California
$231K – – –
SCA
1218
STALEY CAPITAL ADVISERS
Pennsylvania
$230K – – –
KCM
1219
Kanawha Capital Management
Virginia
$230K – – –
CAW
1220
Cornerstone Advisors (Washington)
Washington
$230K +$6.18K +397 +3%
AIA
1221
Arbor Investment Advisors
North Carolina
$228K +$10.1K +650 +5%
IP
1222
Investment Partners
Ohio
$227K +$157 +10 +0.1%
SIG
1223
Sky Investment Group
Connecticut
$226K – – –
BWA
1224
Brave Warrior Advisors
New York
$226K – – –
IRS
1225
Invictus RG (Singapore)
Singapore
$226K +$140K +8,956 +162%
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