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Bank of America
BAC

Overview Fund Activity

1,493 hedge funds and large institutions have $84.5B invested in Bank of America in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 569 increasing their positions, 626 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,493
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
39.9%
Holding in Top 10
114
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.2%
% of All Funds
3.05%
New
108
Increased
569
Reduced
626
Closed
111
Calls
$1.86B
Puts
$2.55B
Net Calls
-$689M
Net Calls Change
+$236M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$213M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$93.2M
4
SCM
Shapiro Capital Management
Georgia
+$90.2M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$89.9M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$411M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
4
State Street
State Street
Massachusetts
-$148M
5
Harris Associates
Harris Associates
Illinois
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
1226
Private Vista
Illinois
$224K +$224K +16,953 New
MCA
1227
Mercer Capital Advisers
New Jersey
$222K +$159 +12 +0.1%
HCC
1228
Hirtle Callaghan & Co
Pennsylvania
$221K -$26K -1,957 -11%
NEPWA
1229
New England Private Wealth Advisors
Massachusetts
$221K -$6.72K -509 -3%
RWA
1230
Ropes Wealth Advisors
Massachusetts
$221K +$45.4K +3,432 +26%
VIA
1231
Vident Investment Advisory
Georgia
$221K +$221K +16,645 New
SGS
1232
Sterling Global Strategies
California
$220K -$16.5K -1,238 -7%
I2I
1233
Insight 2811 Inc
Illinois
$220K – – –
AHC
1234
Adell Harriman & Carpenter
Texas
$220K -$2.72K -205 -1%
MWM
1235
Mission Wealth Management
California
$219K -$3.32K -250 -1%
BIG
1236
Bellwether Investment Group
Tennessee
$219K +$219K +16,505 New
VDI
1237
Vaughan David Investments
Illinois
$218K -$1.99K -150 -0.9%
MCM
1238
Maryland Capital Management
Maryland
$218K +$66.5K +5,000 +44%
BCM
1239
Becker Capital Management
Oregon
$217K – – –
NYLT
1240
New York Life Trust
New York
$216K -$28.2K -2,127 -12%
SCA
1241
Stonebridge Capital Advisors
Minnesota
$216K -$25.2K -1,900 -10%
AWM
1242
Avior Wealth Management
Nebraska
$215K +$463 +35 +0.2%
AWM
1243
AllSquare Wealth Management
New York
$214K +$30.6K +2,300 +17%
OLA
1244
Oliver Luxxe Assets
New Jersey
$213K +$213K +16,038 New
HFM
1245
Hartford Financial Management
Connecticut
$211K -$5.12K -386 -2%
ST
1246
Smithfield Trust
Pennsylvania
$211K – – –
MIM
1247
Midwest Investment Management
Ohio
$210K – – –
CWP
1248
Capital Wealth Planning
Florida
$210K – – –
SWM
1249
SVA Wealth Management
Wisconsin
$210K +$15.7K +1,182 +8%
JC
1250
Jacobs & Co
California
$207K – – –
48 49
50
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