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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 %
BAS
1201
Brown Advisory Securities
Maryland
$695K +$182K +8,226 +35%
OPCM
1202
Osborne Partners Capital Management
California
$693K -$53.4K -2,416 -7%
NCIM
1203
New Century Investment Management
Michigan
$693K +$693K +31,370 New
MFW
1204
Mosaic Family Wealth
Missouri
$687K +$294K +13,334 +75%
VFA
1205
Voya Financial Advisors
Connecticut
$684K -$55.6K -2,528 -8%
KJHP
1206
K.J. Harrison & Partners
Ontario, Canada
$681K -$2.13M -96,435 -76%
CIC
1207
Carnegie Investment Counsel
Ohio
$681K -$101K -4,461 -13%
CCFCSB
1208
Cape Cod Five Cents Savings Bank
Massachusetts
$679K -$25.4K -1,150 -4%
NB
1209
NBT Bank
New York
$678K -$96.1K -4,350 -12%
OCM
1210
Orleans Capital Management
Louisiana
$677K -$5.53K -250 -0.8%
CS
1211
Credential Securities
$675K +$675K +30,492 New
LAM
1212
Lebenthal Asset Management
New York
$673K -$89.5K -4,050 -12%
FIB
1213
First Interstate Bank
Montana
$672K -$30.1K -1,363 -4%
AC
1214
Addison Capital
Pennsylvania
$668K -$37.3K -1,687 -5%
GAG
1215
GM Advisory Group
New York
$663K – – –
FWCM
1216
Ferguson Wellman Capital Management
Oregon
$660K +$195K +8,846 +42%
OIA
1217
Optimum Investment Advisors
Illinois
$659K +$8.84K +400 +1%
NFA
1218
Nuveen Fund Advisors
Illinois
$658K -$613K -27,778 -48%
GCA
1219
Gideon Capital Advisors
New York
$653K +$653K +29,513 New
AWP
1220
Ascent Wealth Partners
New York
$651K +$6.28K +284 +1%
WVP
1221
Worth Venture Partners
New Jersey
$648K +$648K +29,306 New
MMPW
1222
Mitchell McLeod Pugh & Williams
Alabama
$647K +$123K +5,560 +23%
AF
1223
Allworth Financial
California
$642K -$32.1K -1,453 -5%
TCM
1224
Tuttle Capital Management
Connecticut
$642K +$642K +29,060 New
SBSB
1225
Sullivan, Bruyette, Speros & Blaney
Virginia
$638K +$33.6K +1,520 +6%
47 48
49
50 51