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Bank of America

1,511 hedge funds and large institutions have $100B invested in Bank of America in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 573 increasing their positions, 625 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

823.98% more ownership

Funds ownership: 2,344.08%3,168.06% (+824%)

45% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 78

20% more funds holding in top 10

Funds holding in top 10: 114137 (+23)

19% more capital invested

Capital invested by funds: $84.6B → $100B (+$15.9B)

1% more funds holding

Funds holding: 1,4941,511 (+17)

8% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 625

11% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.89B

Holders
1,511
Holders Change
+17
Holders Change %
+1.14%
% of All Funds
40.3%
Holding in Top 10
137
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+20.18%
% of All Funds
3.65%
New
113
Increased
573
Reduced
625
Closed
78
Calls
$2.58B
Puts
$2.89B
Net Calls
-$309M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
HCC
1251
Hirtle Callaghan & Co
Pennsylvania
$261K
PWM
1252
Perigon Wealth Management
California
$261K +$147K +9,868 +145%
AZA
1253
Arthur Zaske & Associates
Michigan
$260K +$248K +16,629 New
BCM
1254
Becker Capital Management
Oregon
$259K +$2.64K +177 +1%
AWM
1255
Avior Wealth Management
Nebraska
$259K +$4.85K +326 +2%
VDI
1256
Vaughan David Investments
Illinois
$258K +$670 +45 +0.3%
RWA
1257
Ropes Wealth Advisors
Massachusetts
$253K -$8.01K -538 -3%
OLA
1258
Oliver Luxxe Assets
New Jersey
$251K
CWP
1259
Capital Wealth Planning
Florida
$250K
Jacobs Levy Equity Management
1260
Jacobs Levy Equity Management
New Jersey
$249K -$61.1K -4,100 -21%
HFM
1261
Hartford Financial Management
Connecticut
$249K +$253 +17 +0.1%
ST
1262
Smithfield Trust
Pennsylvania
$247K -$1.35K -91 -0.6%
MIM
1263
Midwest Investment Management
Ohio
$247K
B
1264
Bailard
California
$247K +$12.1K +814 +5%
JC
1265
Jacobs & Co
California
$245K
RWA
1266
RGT Wealth Advisors
Texas
$244K +$232K +15,570 New
Squarepoint
1267
Squarepoint
New York
$242K -$1.43M -95,697 -86%
SIC
1268
Shoker Investment Counsel
Ohio
$242K -$142K -9,521 -38%
MWM
1269
Mission Wealth Management
California
$242K -$15K -1,008 -6%
FWM
1270
FFT Wealth Management
Pennsylvania
$242K +$37.2K +2,500 +19%
RCA
1271
Rex Capital Advisors
Rhode Island
$240K +$31K +2,082 +16%
WEC
1272
Winslow Evans & Crocker
Massachusetts
$238K +$12.2K +820 +6%
JIP
1273
Jaffetilchin Investment Partners
Florida
$238K +$226K +15,187 New
LK
1274
Lumbard & Kellner
New Hampshire
$237K +$30.8K +2,070 +16%
WA
1275
Waverly Advisors
Alabama
$236K +$224K +15,066 New

BAC Hedge Fund Activity: Q3 2016 in Review

1,511 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2016, worth a combined $100B — up 19% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 78 closed out — a net gain of 35 holders — while 573 added to existing stakes and 625 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $374M. The largest seller was Goldman Sachs, cutting an estimated $221M.

  • 1,511 institutional investors held Bank of America (BAC) as of Q3 2016, up from 1,494 in Q2 2016.
  • Funds reported $100B of Bank of America stock for Q3 2016, up 19% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2016 and 78 closed out, a net change of +35 holders.
  • The largest Bank of America buyer in Q3 2016 was Viking Global Investors, an estimated $374M added.
  • The largest Bank of America seller in Q3 2016 was Goldman Sachs, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2016.