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Bank of America
BAC

Overview Fund Activity

1,759 hedge funds and large institutions have $160B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 759 increasing their positions, 669 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
43.92%
Holding in Top 10
251
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
6.27%
New
112
Increased
759
Reduced
669
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$282M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$233M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$491M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$472M
3
Lazard Asset Management
Lazard Asset Management
New York
-$449M
4
Dodge & Cox
Dodge & Cox
California
-$360M
5
State Street
State Street
Massachusetts
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
1226
Osborne Partners Capital Management
California
$780K +$15.2K +628 +2%
CGL
1227
Clarius Group LLC
Washington
$777K +$1.26K +52 +0.2%
HMS
1228
Hanseatic Management Services
New Mexico
$771K +$68.4K +2,820 +10%
MLIC
1229
Mandatum Life Insurance Company
Finland
$770K -$709K -29,232 -48%
NB
1230
NBT Bank
New York
$767K +$22.9K +944 +3%
SIM
1231
SSI Investment Management
California
$766K -$8.81K -363 -1%
HWA
1232
Heritage Wealth Advisors
Virginia
$764K – – –
JIP
1233
Jaffetilchin Investment Partners
Florida
$764K +$131K +5,422 +21%
CM
1234
Churchill Management
California
$762K +$487K +20,071 +177%
HJMC
1235
Hellman Jordan Management Company
Massachusetts
$762K +$762K +31,412 New
KWM
1236
Kingsview Wealth Management
Oregon
$761K +$70.4K +2,902 +10%
RCAG
1237
Rehmann Capital Advisory Group
Michigan
$753K -$3.23K -133 -0.4%
GAG
1238
GM Advisory Group
New York
$752K +$6.06K +250 +0.8%
OIA
1239
Optimum Investment Advisors
Illinois
$746K +$89K +3,669 +14%
HB
1240
Homrich & Berg
Georgia
$746K +$429K +17,677 +135%
WP
1241
WMS Partners
Maryland
$740K -$316K -13,050 -30%
AC
1242
Addison Capital
Pennsylvania
$740K – – –
TSWM
1243
Triangle Securities Wealth Management
North Carolina
$738K -$81.3K -3,350 -10%
CG
1244
Colony Group
Massachusetts
$737K +$461K +18,989 +167%
AF
1245
Allworth Financial
California
$736K +$31K +1,278 +4%
SS
1246
Sunbelt Securities
Texas
$734K -$1.29M -53,211 -64%
BOH
1247
Bank of Hawaii
Hawaii
$730K +$3.76K +155 +0.5%
FIB
1248
First Interstate Bank
Montana
$730K +$214K +8,813 +41%
SWK
1249
Stephen W. Kidder
$729K – – –
BTW
1250
Boston Trust Walden
Massachusetts
$729K +$200K +8,234 +38%
48 49
50
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