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Bank of America
BAC

Overview Fund Activity

1,439 hedge funds and large institutions have $102B invested in Bank of America in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 493 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+18
Holders Change %
+1.27%
% of All Funds
40.22%
Holding in Top 10
151
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.21%
% of All Funds
4.22%
New
121
Increased
634
Reduced
493
Closed
88
Calls
$2.53B
Puts
$3.19B
Net Calls
-$659M
Net Calls Change
-$119M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$450M
2
AL
AJO LP
Pennsylvania
+$378M
3
Lazard Asset Management
Lazard Asset Management
New York
+$306M
4
Jennison Associates
Jennison Associates
New York
+$250M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$240M

Top Sellers

1
FCM
Fairholme Capital Management
Florida
-$747M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$630M
3
Citigroup
Citigroup
New York
-$572M
4
IC
Institutional Capital
Illinois
-$503M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACPU
1251
Arrowgrass Capital Partners (US)
Delaware
$203K +$203K +13,028 New
GWS
1252
Glassman Wealth Services
Virginia
$202K – – –
RWA
1253
Ropes Wealth Advisors
Massachusetts
$202K +$119K +7,670 +144%
TCM
1254
Tradewinds Capital Management
Washington
$201K -$12.5K -803 -6%
SCG
1255
Sonata Capital Group
Washington
$198K -$31.2K -2,000 -14%
SLG
1256
Stanley-Laman Group
Pennsylvania
$198K +$198K +12,694 New
LA
1257
LVW Advisors
New York
$198K +$198K +12,695 New
SCM
1258
Summit Capital Management
Washington
$197K -$31.2K -2,000 -14%
JWA
1259
JFS Wealth Advisors
Pennsylvania
$196K -$88.8K -5,701 -31%
BEAM
1260
Baker Ellis Asset Management
Washington
$196K +$7.5K +482 +4%
PMFA
1261
Plante Moran Financial Advisors
Michigan
$196K +$41.6K +2,665 +27%
BMC
1262
Benin Management Corp
Connecticut
$194K +$194K +12,468 New
DAC
1263
Dividend Assets Capital
South Carolina
$193K -$23.4K -1,500 -11%
LFA
1264
Landmark Financial Advisors
Kentucky
$193K +$341 +22 +0.2%
PFM
1265
Parsec Financial Management
North Carolina
$193K +$7.93K +509 +4%
CCM
1266
Check Capital Management
California
$192K +$31 +2 +0%
BIM
1267
Bridgecreek Investment Management
Oklahoma
$191K – – –
JFA
1268
JNBA Financial Advisors
Minnesota
$190K +$58.2K +3,733 +44%
AW
1269
ACG Wealth
Georgia
$188K -$120K -7,700 -39%
BFM
1270
Boothbay Fund Management
New York
$188K -$86.5K -5,544 -32%
GAM
1271
Gemmer Asset Management
California
$187K -$1.76K -113 -0.9%
Twin Tree Management
1272
Twin Tree Management
Texas
$186K +$186K +11,922 New
JWBC
1273
J.W. Burns & Co
New York
$186K +$186K +11,932 New
IIM
1274
Ironwood Investment Management
Massachusetts
$185K -$623 -40 -0.3%
FC
1275
Forte Capital
New York
$184K – – –
49 50
51
52 53