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Bank of America
BAC

Overview Fund Activity

1,493 hedge funds and large institutions have $84.5B invested in Bank of America in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 569 increasing their positions, 626 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,493
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
39.9%
Holding in Top 10
114
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.2%
% of All Funds
3.05%
New
108
Increased
569
Reduced
626
Closed
111
Calls
$1.86B
Puts
$2.55B
Net Calls
-$689M
Net Calls Change
+$236M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$213M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$93.2M
4
SCM
Shapiro Capital Management
Georgia
+$90.2M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$89.9M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$411M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
4
State Street
State Street
Massachusetts
-$148M
5
Harris Associates
Harris Associates
Illinois
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFG
1251
Wills Financial Group
Virginia
$206K -$15.4K -1,162 -7%
AIMCA
1252
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$206K – – –
SNT
1253
Security National Trust
West Virginia
$206K +$1.31K +99 +0.6%
AFWA
1254
Ancora Family Wealth Advisors
Ohio
$206K +$206K +15,514 New
SSWM
1255
Sheets Smith Wealth Management
North Carolina
$204K -$1.58K -119 -0.8%
BHTS
1256
Bar Harbor Trust Services
Maine
$203K – – –
BOH
1257
Bank of Hawaii
Hawaii
$203K +$20K +1,508 +11%
CI
1258
Cavalier Investments
Georgia
$202K -$50.5K -3,800 -20%
FCM
1259
Force Capital Management
New York
$199K -$332K -25,000 -63%
B
1260
Bailard
California
$198K +$198K +14,947 New
VIA
1261
Vantage Investment Advisors
Pennsylvania
$197K -$8.38K -639 -4%
LOT
1262
Lombard Odier Transatlantic
Quebec, Canada
$196K -$25.2K -1,900 -11%
NEPPG
1263
New England Professional Planning Group
Rhode Island
$196K – – –
Diamond Hill Capital Management
1264
Diamond Hill Capital Management
Ohio
$196K +$9.02K +678 +5%
DWT
1265
Dorsey & Whitney Trust
South Dakota
$195K -$76K -5,735 -28%
AIA
1266
Arbor Investment Advisors
North Carolina
$194K +$80 +6 +0%
BWA
1267
Brave Warrior Advisors
New York
$193K – – –
SIG
1268
Sky Investment Group
Connecticut
$193K – – –
TCOO
1269
Trust Company of Oklahoma
Oklahoma
$193K +$193K +14,537 New
DDPIC
1270
Deroy & Devereaux Private Investment Counsel
Michigan
$192K – – –
WEC
1271
Winslow Evans & Crocker
Massachusetts
$191K -$146K -11,002 -43%
IP
1272
Investment Partners
Ohio
$191K -$344K -25,912 -64%
DWM
1273
Destination Wealth Management
California
$190K -$120 -9 -0.1%
PFS
1274
Physicians Financial Services
North Carolina
$190K – – –
CG
1275
Colony Group
Massachusetts
$190K +$26.7K +2,015 +16%
49 50
51
52 53