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Bank of America

1,511 hedge funds and large institutions have $100B invested in Bank of America in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 573 increasing their positions, 625 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

823.98% more ownership

Funds ownership: 2,344.08%3,168.06% (+824%)

45% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 78

20% more funds holding in top 10

Funds holding in top 10: 114137 (+23)

19% more capital invested

Capital invested by funds: $84.6B → $100B (+$15.9B)

1% more funds holding

Funds holding: 1,4941,511 (+17)

8% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 625

11% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.89B

Holders
1,511
Holders Change
+17
Holders Change %
+1.14%
% of All Funds
40.3%
Holding in Top 10
137
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+20.18%
% of All Funds
3.65%
New
113
Increased
573
Reduced
625
Closed
78
Calls
$2.58B
Puts
$2.89B
Net Calls
-$309M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1226
First Foundation Advisors
California
$287K +$5.29K +355 +2%
RVPG
1227
Relative Value Partners Group
$285K
DE
1228
Day & Ennis
Georgia
$284K +$5.42K +364 +2%
SCA
1229
Stonebridge Capital Advisors
Minnesota
$284K +$27.1K +1,823 +11%
WIC
1230
Woodmont Investment Counsel
Tennessee
$282K -$53.5K -3,590 -17%
HB
1231
Homrich & Berg
Georgia
$282K -$22.8K -1,529 -8%
FC
1232
FCA Corp
Texas
$282K
PV
1233
Private Vista
Illinois
$281K +$1.5K +101 +0.6%
JFA
1234
Johanson Financial Advisors
California
$279K -$109K -7,350 -29%
HA
1235
Halsey Associates
Connecticut
$279K +$1.53K +103 +0.6%
MFW
1236
Mosaic Family Wealth
Missouri
$279K +$193K +12,993 +269%
JWA
1237
JFS Wealth Advisors
Pennsylvania
$277K -$202K -13,594 -43%
BFG
1238
Beacon Financial Group
Texas
$276K -$473K -31,793 -64%
DWM
1239
Destination Wealth Management
California
$276K +$49.7K +3,340 +23%
SWK
1240
Stephen W. Kidder
$274K
WP
1241
WealthSource Partners
California
$273K -$333K -22,388 -56%
BTW
1242
Boston Trust Walden
Massachusetts
$273K
III
1243
Independent Investors Inc
New York
$273K
JIC
1244
Johnson Investment Counsel
Ohio
$269K -$72.8K -4,888 -22%
LNC
1245
Lincoln National Corp
Pennsylvania
$269K +$59.3K +3,980 +30%
AHC
1246
Adell Harriman & Carpenter
Texas
$267K +$7.42K +498 +3%
SSWM
1247
Sheets Smith Wealth Management
North Carolina
$267K +$25.2K +1,692 +11%
NYLT
1248
New York Life Trust
New York
$265K +$9.28K +623 +4%
NEPWA
1249
New England Private Wealth Advisors
Massachusetts
$262K +$149 +10 +0.1%
MCA
1250
Mercer Capital Advisers
New Jersey
$262K +$253 +17 +0.1%

BAC Hedge Fund Activity: Q3 2016 in Review

1,511 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2016, worth a combined $100B — up 19% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 78 closed out — a net gain of 35 holders — while 573 added to existing stakes and 625 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $374M. The largest seller was Goldman Sachs, cutting an estimated $221M.

  • 1,511 institutional investors held Bank of America (BAC) as of Q3 2016, up from 1,494 in Q2 2016.
  • Funds reported $100B of Bank of America stock for Q3 2016, up 19% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2016 and 78 closed out, a net change of +35 holders.
  • The largest Bank of America buyer in Q3 2016 was Viking Global Investors, an estimated $374M added.
  • The largest Bank of America seller in Q3 2016 was Goldman Sachs, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2016.