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Bank of America
BAC

Overview Fund Activity

1,421 hedge funds and large institutions have $110B invested in Bank of America in 2015 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 547 increasing their positions, 572 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,421
Holders Change
–
Holders Change %
0%
% of All Funds
38.32%
Holding in Top 10
156
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+32.2%
% of All Funds
4.21%
New
101
Increased
547
Reduced
572
Closed
85
Calls
$3.13B
Puts
$3.67B
Net Calls
-$540M
Net Calls Change
+$872M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.44B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$887M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$468M
4
Dodge & Cox
Dodge & Cox
California
+$334M
5
SCM
Steadfast Capital Management
New York
+$216M

Top Sellers

1
State Street
State Street
Massachusetts
-$455M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$419M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$284M
4
IC
Institutional Capital
Illinois
-$243M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
1226
Retirement Planning Group (Kansas)
Kansas
$229K – – –
WA
1227
WBH Advisory
Maryland
$228K -$4.53K -267 -2%
BT
1228
Brandywine Trust
Delaware
$227K – – –
RAM
1229
Riggs Asset Management
Pennsylvania
$227K +$426 +25 +0.2%
BCM
1230
Bourgeon Capital Management
Connecticut
$225K -$170K -10,000 -43%
TFO
1231
Tarbox Family Office
California
$225K – – –
AP
1232
Atwood & Palmer
Missouri
$225K +$78.8K +4,628 +54%
TSS
1233
Two Sigma Securities
New York
$224K -$333K -19,597 -60%
LCM
1234
LVM Capital Management
Michigan
$224K – – –
WSC
1235
Wellington Shields & Co
New York
$223K -$35.5K -2,093 -14%
SPC
1236
Stewart & Patten Company
California
$222K -$68K -3,987 -23%
BA
1237
BKS Advisors
Michigan
$222K -$4.35K -256 -2%
GWS
1238
Glassman Wealth Services
Virginia
$221K – – –
BFPW
1239
BOK Financial Private Wealth
Colorado
$221K – – –
VFP
1240
Verus Financial Partners
Virginia
$221K +$221 +13 +0.1%
CCT
1241
Capital City Trust
Florida
$218K – – –
EM
1242
Excalibur Management
Massachusetts
$217K +$18.8K +1,107 +10%
LNC
1243
Lincoln National Corp
Pennsylvania
$216K -$26.4K -1,458 -11%
HSA
1244
HBK Sorce Advisory
Pennsylvania
$215K +$68 +4 +0%
Koshinski Asset Management
1245
Koshinski Asset Management
Illinois
$214K +$3.42K +201 +2%
CG
1246
Colony Group
Massachusetts
$211K – – –
LFA
1247
Landmark Financial Advisors
Kentucky
$211K +$306 +18 +0.1%
CCM
1248
Check Capital Management
California
$209K +$17 +1 +0%
BIM
1249
Bridgecreek Investment Management
Oklahoma
$208K – – –
IIM
1250
Ipswich Investment Management
Massachusetts
$208K +$17.1K +1,000 +9%
48 49
50
51 52