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Bank of America
BAC

Overview Fund Activity

1,421 hedge funds and large institutions have $110B invested in Bank of America in 2015 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 547 increasing their positions, 572 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,421
Holders Change
–
Holders Change %
0%
% of All Funds
38.32%
Holding in Top 10
156
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+32.2%
% of All Funds
4.21%
New
101
Increased
547
Reduced
572
Closed
85
Calls
$3.13B
Puts
$3.67B
Net Calls
-$540M
Net Calls Change
+$872M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.44B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$887M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$468M
4
Dodge & Cox
Dodge & Cox
California
+$334M
5
SCM
Steadfast Capital Management
New York
+$216M

Top Sellers

1
State Street
State Street
Massachusetts
-$455M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$419M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$284M
4
IC
Institutional Capital
Illinois
-$243M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
BEAM
1251
Baker Ellis Asset Management
Washington
$206K – – –
GAM
1252
Gemmer Asset Management
California
$206K +$832 +49 +0.4%
AB
1253
Atlas Brown
Kentucky
$205K +$49.1K +2,718 +31%
IIM
1254
Ironwood Investment Management
Massachusetts
$203K -$596 -35 -0.3%
HR
1255
Howe & Rusling
New York
$203K +$150K +8,812 +284%
PFM
1256
Parsec Financial Management
North Carolina
$202K +$202K +11,879 New
FC
1257
Forte Capital
New York
$201K – – –
HI
1258
Horizon Investments
North Carolina
$199K -$13K -765 -6%
WPW
1259
Waldron Private Wealth
Pennsylvania
$198K +$198K +11,666 New
ST
1260
Sentinel Trust
Texas
$196K -$42.3K -2,487 -18%
DAM
1261
Delta Asset Management
Tennessee
$196K -$1.11K -65 -0.6%
TAM
1262
Timucuan Asset Management
Florida
$196K – – –
HAIM
1263
Hunter Associates Investment Management
Pennsylvania
$195K – – –
DJSG
1264
D.J. St. Germain
Massachusetts
$195K +$3.58K +210 +2%
SFS
1265
Summit Financial Strategies
Ohio
$194K -$17.9K -1,050 -8%
FCH
1266
Freestone Capital Holdings
Washington
$194K – – –
EAM
1267
Evanson Asset Management
California
$193K +$193K +11,345 New
EWA
1268
EP Wealth Advisors
California
$193K -$14.5K -850 -7%
CIC
1269
Crawford Investment Counsel
Georgia
$191K -$84.9K -4,998 -31%
ESBC
1270
E.S. Barr & Co
Kentucky
$191K – – –
FNBOH
1271
First National Bank of Hutchinson
Kansas
$190K – – –
DT
1272
Diversified Trust
Tennessee
$189K +$8.38K +492 +5%
ZF
1273
Zhang Financial
Michigan
$187K – – –
HCM
1274
Hall Capital Management
Rhode Island
$186K -$18.7K -1,100 -9%
AWM
1275
AllSquare Wealth Management
New York
$186K +$39.2K +2,310 +27%
49 50
51
52 53