We are live on ! Find out more
BAC icon

Bank of America
BAC

1,761 hedge funds and large institutions have $161B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 759 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

13% more repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 670

1.27% more ownership

Funds ownership: 65.24% → 66.51% (+1.3%)

2% more capital invested

Capital invested by funds: $157B → $161B (+$3.48B)

0% more funds holding

Funds holding: 1,759 → 1,761 (+2)

0% more funds holding in top 10

Funds holding in top 10: 251 → 251 (0)

12% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.9B

Holders
1,761
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
43.9%
Holding in Top 10
251
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
6.26%
New
113
Increased
759
Reduced
670
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$355M
2
JP Morgan Chase
JP Morgan Chase
New York
+$280M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$271M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$271M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$224M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$472M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$453M
3
Lazard Asset Management
Lazard Asset Management
New York
-$431M
4
Dodge & Cox
Dodge & Cox
California
-$346M
5
State Street
State Street
Massachusetts
-$300M
Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
101
United Services Automobile Association
Texas
$229M -$2.96M -126,774 -1%
Canada Life
102
Canada Life
Manitoba, Canada
$224M -$19.4M -830,502 -8%
LBA
103
Letko, Brosseau & Associates
Quebec, Canada
$224M -$7.66M -328,700 -3%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$222M -$1.05M -45,138 -0.5%
Lazard Asset Management
105
Lazard Asset Management
New York
$220M -$431M -18,496,200 -67%
SSM
106
Sound Shore Management
Connecticut
$219M +$22.6M +970,852 +12%
AL
107
Appaloosa LP
New Jersey
$213M – – –
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
$209M -$48.2K -2,066 -0%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$209M -$10.4M -446,300 -5%
Nomura Holdings
110
Nomura Holdings
Japan
$209M +$155M +6,645,550 +339%
O
111
OppenheimerFunds
New York
$208M +$29.3M +1,258,308 +17%
SO
112
STRS Ohio
Ohio
$208M -$10.8M -461,861 -5%
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$203M -$1.79M -76,840 -0.9%
AQR Capital Management
114
AQR Capital Management
Connecticut
$195M -$9.71M -416,267 -5%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$190M -$213M -9,122,922 -54%
DCP
116
Darsana Capital Partners
New York
$182M – – –
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$181M -$5.42M -232,597 -3%
National Pension Service
118
National Pension Service
South Korea
$181M +$16.6M +711,138 +11%
CGM
119
Capital Growth Management
Massachusetts
$180M -$2.1M -90,000 -1%
SEI Investments
120
SEI Investments
Pennsylvania
$175M +$2.22M +95,169 +1%
Aviva
121
Aviva
United Kingdom
$174M +$2.44M +104,708 +1%
IVA
122
International Value Advisers
$171M -$535K -22,933 -0.3%
Primecap Management
123
Primecap Management
California
$168M +$137M +5,896,606 +583%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$166M -$261M -11,210,430 -62%
Caisse de Depot et Placement du Quebec (CDPQ)
125
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M -$3.81M -163,500 -2%
3 4
5
6 7

BAC Hedge Fund Activity: Q2 2017 in Review

1,761 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2017, worth a combined $161B — up 2.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 96 closed out — a net gain of 17 holders — while 759 added to existing stakes and 670 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $355M. The largest seller was Fisher Asset Management, cutting an estimated $472M.

  • 1,761 institutional investors held Bank of America (BAC) as of Q2 2017, up from 1,759 in Q1 2017.
  • Funds reported $161B of Bank of America stock for Q2 2017, up 2.2% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q2 2017 and 96 closed out, a net change of +17 holders.
  • The largest Bank of America buyer in Q2 2017 was Balyasny Asset Management, an estimated $355M added.
  • The largest Bank of America seller in Q2 2017 was Fisher Asset Management, an estimated $472M sold.

Based on aggregated 13F filings for Q2 2017.