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Bank of America
BAC

Overview Fund Activity

1,721 hedge funds and large institutions have $149B invested in Bank of America in 2016 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 580 increasing their positions, 665 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+212
Holders Change %
+14.05%
% of All Funds
43.09%
Holding in Top 10
260
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+89.78%
% of All Funds
6.51%
New
319
Increased
580
Reduced
665
Closed
79
Calls
$5.73B
Puts
$5.06B
Net Calls
+$675M
Net Calls Change
+$984M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.46B
2
State Street
State Street
Massachusetts
+$732M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$730M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$672M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$602M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33B
2
Dodge & Cox
Dodge & Cox
California
-$883M
3
Harris Associates
Harris Associates
Illinois
-$586M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$456M
5
Capital World Investors
Capital World Investors
California
-$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1226
Caprock Group
Idaho
$633K -$205K -9,276 -24%
DI
1227
Diligent Investors
California
$632K -$22.8K -1,031 -3%
PP
1228
Pegasus Partners
Wisconsin
$631K +$631K +28,552 New
GT
1229
Greenleaf Trust
Michigan
$628K +$150K +6,785 +31%
MBA
1230
McQueen Ball & Associates
Pennsylvania
$624K – – –
CBA
1231
Coastal Bridge Advisors
Connecticut
$623K +$221 +10 +0%
LDB
1232
Lee, Danner & Bass
Tennessee
$615K -$18K -816 -3%
CT
1233
Cambridge Trust
Massachusetts
$613K -$111K -5,006 -15%
DCM
1234
Donaldson Capital Management
Indiana
$612K -$70.9K -3,206 -10%
HW
1235
Hancock Whitney
Mississippi
$612K +$1.37K +62 +0.2%
KBG
1236
Kahn Brothers Group
New York
$610K – – –
GG
1237
Gofen & Glossberg
Illinois
$610K -$34.5K -1,561 -5%
PFBT
1238
Parkside Financial Bank & Trust
Missouri
$609K +$89.6K +4,054 +17%
DRZID
1239
DePrince Race & Zollo Inc (DRZ)
Florida
$608K -$36.4M -1,644,658 -98%
GSBTD
1240
Glenview State Bank Trust Department
Illinois
$608K -$7.72K -350 -1%
PWAP
1241
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$607K +$36.3K +1,643 +6%
ARMC
1242
American Research & Management Company
Massachusetts
$604K – – –
PAG
1243
Pinnacle Advisory Group
Maryland
$602K +$2.76K +125 +0.5%
DWM
1244
Destination Wealth Management
California
$602K +$212K +9,610 +55%
NAM
1245
NTV Asset Management
West Virginia
$601K +$15.5K +700 +3%
LJAC
1246
L.J. Altfest & Co
New York
$599K -$14.9K -672 -2%
RCAG
1247
Rehmann Capital Advisory Group
Michigan
$593K +$1.59K +72 +0.3%
SSWM
1248
Smith Salley Wealth Management
North Carolina
$592K -$13.4K -608 -2%
GS
1249
Girard Securities
California
$592K +$89.2K +4,036 +18%
WSCM
1250
Wellington Shields Capital Management
New York
$591K -$1.65M -74,586 -74%
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50
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