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Bank of America

1,509 hedge funds and large institutions have $100B invested in Bank of America in 2016 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 573 increasing their positions, 624 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,509
Holders Change
+16
Holders Change %
+1.07%
% of All Funds
40.33%
Holding in Top 10
137
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+20.18%
% of All Funds
3.66%
New
112
Increased
573
Reduced
624
Closed
78
Calls
$2.58B
Puts
$2.89B
Net Calls
-$309M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1251
Perigon Wealth Management
California
$261K +$154K +9,868 +145%
AZA
1252
Arthur Zaske & Associates
Michigan
$260K +$260K +16,629 New
BCM
1253
Becker Capital Management
Oregon
$259K +$2.77K +177 +1%
AWM
1254
Avior Wealth Management
Nebraska
$259K +$5.1K +326 +2%
VDI
1255
Vaughan David Investments
Illinois
$258K +$705 +45 +0.3%
RWA
1256
Ropes Wealth Advisors
Massachusetts
$253K -$8.43K -538 -3%
OLA
1257
Oliver Luxxe Assets
New Jersey
$251K
CWP
1258
Capital Wealth Planning
Florida
$250K
Jacobs Levy Equity Management
1259
Jacobs Levy Equity Management
New Jersey
$249K -$64.2K -4,100 -21%
HFM
1260
Hartford Financial Management
Connecticut
$249K +$266 +17 +0.1%
ST
1261
Smithfield Trust
Pennsylvania
$247K -$1.42K -91 -0.6%
MIM
1262
Midwest Investment Management
Ohio
$247K
B
1263
Bailard
California
$247K +$12.8K +814 +5%
JC
1264
Jacobs & Co
California
$245K
RWA
1265
RGT Wealth Advisors
Texas
$244K +$244K +15,570 New
Squarepoint
1266
Squarepoint
New York
$242K -$1.5M -95,697 -86%
SIC
1267
Shoker Investment Counsel
Ohio
$242K -$149K -9,521 -38%
MWM
1268
Mission Wealth Management
California
$242K -$15.7K -1,008 -6%
FWM
1269
FFT Wealth Management
Pennsylvania
$242K +$39K +2,500 +19%
RCA
1270
Rex Capital Advisors
Rhode Island
$240K +$32.6K +2,082 +16%
WEC
1271
Winslow Evans & Crocker
Massachusetts
$238K +$12.8K +820 +6%
JIP
1272
Jaffetilchin Investment Partners
Florida
$238K +$238K +15,187 New
LK
1273
Lumbard & Kellner
New Hampshire
$237K +$32.4K +2,070 +16%
WA
1274
Waverly Advisors
Alabama
$236K +$236K +15,066 New
UAS
1275
United Asset Strategies
New York
$235K -$30.8K -1,965 -12%