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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 %
SKK
1226
Shepherd Kaplan Krochuk
Massachusetts
$226K +$226K +14,509 New
SNT
1227
Security National Trust
West Virginia
$223K -$8.57K -550 -4%
BMO
1228
Beck Mack & Oliver
New York
$223K +$140 +9 +0.1%
MCM
1229
Maryland Capital Management
Maryland
$217K -$76.5K -4,900 -26%
GAG
1230
GM Advisory Group
New York
$216K -$31.2K -2,000 -13%
SHGA
1231
Sand Hill Global Advisors
California
$216K +$216K +13,858 New
MPI
1232
Mairs & Power Inc
Minnesota
$215K – – –
CW
1233
Cobiz Wealth
Colorado
$215K +$3.5K +225 +2%
Diamond Hill Capital Management
1234
Diamond Hill Capital Management
Ohio
$213K +$213K +13,652 New
RPGK
1235
Retirement Planning Group (Kansas)
Kansas
$211K +$1.14K +73 +0.5%
GC
1236
Gratus Capital
Georgia
$211K +$211K +13,558 New
WAM
1237
Weatherly Asset Management
California
$210K -$5.34K -343 -2%
LCM
1238
LVM Capital Management
Michigan
$210K +$4.68K +300 +2%
TBA
1239
Tower Bridge Advisors
Pennsylvania
$209K -$9.35K -600 -4%
WA
1240
WBH Advisory
Maryland
$209K +$16 +1 +0%
BT
1241
Brandywine Trust
Delaware
$208K – – –
RAM
1242
Riggs Asset Management
Pennsylvania
$207K – – –
HSA
1243
HBK Sorce Advisory
Pennsylvania
$207K +$10.3K +662 +5%
TFO
1244
Tarbox Family Office
California
$206K – – –
CG
1245
Colony Group
Massachusetts
$206K +$13.5K +870 +7%
IIM
1246
Ipswich Investment Management
Massachusetts
$206K +$15.6K +1,000 +8%
ST
1247
Sentinel Trust
Texas
$206K +$26.3K +1,690 +15%
AP
1248
Atwood & Palmer
Missouri
$204K -$2K -128 -1%
SPC
1249
Stewart & Patten Company
California
$203K +$16 +1 +0%
VFP
1250
Verus Financial Partners
Virginia
$203K +$219 +14 +0.1%
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50
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