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Bank of America
BAC

Overview Fund Activity

1,339 hedge funds and large institutions have $108B invested in Bank of America in 2014 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 563 increasing their positions, 520 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,339
Holders Change
+11
Holders Change %
+0.83%
% of All Funds
38.7%
Holding in Top 10
146
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+22.69%
% of All Funds
4.22%
New
96
Increased
563
Reduced
520
Closed
67
Calls
$1.96B
Puts
$2.3B
Net Calls
-$336M
Net Calls Change
-$196M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$698M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$582M
3
IG
ING Group
Netherlands
+$367M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$354M
5
AL
AJO LP
Pennsylvania
+$350M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$773M
2
Citigroup
Citigroup
New York
-$465M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$440M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$414M
5
Deutsche Bank
Deutsche Bank
Germany
-$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
1226
Oakwood Capital Management
California
$176K +$176K +10,238 New
PCM
1227
Palisade Capital Management
New Jersey
$174K – – –
LPC
1228
Loeb Partners Corp
New York
$173K -$172K -10,000 -50%
AUB
1229
Atlantic Union Bankshares
Virginia
$173K +$173K +12,583 New
SCM
1230
Silver Capital Management
New York
$172K – – –
CCMU
1231
Cheyne Capital Management (UK)
United Kingdom
$172K – – –
IAM
1232
ICM Asset Management
Washington
$172K – – –
JIC
1233
Joel Isaacson & Co
New York
$170K +$2.65K +154 +2%
PFSC
1234
Peoples Financial Services Corp
Pennsylvania
$168K -$36.1K -2,100 -18%
RFS
1235
Rockefeller Financial Services
New York
$156K – – –
WG
1236
Welch Group
Alabama
$156K +$4.16K +241 +3%
TWA
1237
TCI Wealth Advisors
Arizona
$152K -$73.3K -4,264 -33%
VNB
1238
Valley National Bancorp
New York
$150K -$1.04M -60,750 -87%
NC
1239
NewSquare Capital
Pennsylvania
$150K – – –
KTC
1240
Kistler-Tiffany Companies
Pennsylvania
$147K -$14.4K -832 -9%
AWM
1241
Avior Wealth Management
Nebraska
$145K +$145K +8,416 New
RFA
1242
Reilly Financial Advisors
California
$144K -$29.9K -1,733 -17%
FNBSF
1243
First National Bank Sioux Falls
South Dakota
$143K – – –
LWM
1244
LBA Wealth Management
Florida
$140K +$2.28K +125 +2%
SC
1245
Saturna Capital
Washington
$138K – – –
TT
1246
Tiedemann Trust
Delaware
$130K +$130K +7,536 New
NIM
1247
NuWave Investment Management
New Jersey
$126K -$796K -46,294 -86%
KT
1248
Kanaly Trust
Texas
$124K +$16K +930 +15%
HPBT
1249
High Point Bank & Trust
North Carolina
$123K +$34.3K +2,000 +39%
CFS
1250
Community Financial System
New York
$117K -$12K -700 -9%
48 49
50
51 52