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Bank of America
BAC

Overview Fund Activity

1,721 hedge funds and large institutions have $149B invested in Bank of America in 2016 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 580 increasing their positions, 665 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+212
Holders Change %
+14.05%
% of All Funds
43.09%
Holding in Top 10
260
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+89.78%
% of All Funds
6.51%
New
319
Increased
580
Reduced
665
Closed
79
Calls
$5.73B
Puts
$5.06B
Net Calls
+$675M
Net Calls Change
+$984M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.46B
2
State Street
State Street
Massachusetts
+$732M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$730M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$672M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$602M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.33B
2
Dodge & Cox
Dodge & Cox
California
-$883M
3
Harris Associates
Harris Associates
Illinois
-$586M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$456M
5
Capital World Investors
Capital World Investors
California
-$358M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIC
1251
Gamble Jones Investment Counsel
California
$591K – – –
DWT
1252
Dorsey & Whitney Trust
South Dakota
$591K +$52.2K +2,360 +10%
AMCA
1253
Arthur M. Cohen & Associates
Illinois
$591K +$591K +26,444 New
CIA
1254
Choate Investment Advisors
Massachusetts
$591K -$30.3K -1,370 -5%
JCP
1255
Jabre Capital Partners
Switzerland
$589K +$589K +26,650 New
BMC
1256
Benin Management Corp
Connecticut
$587K -$77.3K -3,498 -12%
BIA
1257
Barry Investment Advisors
Massachusetts
$586K +$133 +6 +0%
AOWM
1258
Alpha Omega Wealth Management
Virginia
$584K +$568K +25,698 +3,599%
CFG
1259
CKW Financial Group
Hawaii
$583K -$28.7K -1,300 -5%
LW
1260
Linscomb Wealth
Texas
$581K +$82.2K +3,720 +16%
NHC
1261
Nicholas Hoffman & Company
Georgia
$575K +$23.8K +1,055 +4%
CCM
1262
Cutler Capital Management
Massachusetts
$574K -$44.2K -2,000 -7%
NIM
1263
Nexus Investment Management
Ontario, Canada
$572K – – –
MA
1264
MCF Advisors
Kentucky
$572K +$25.3K +1,143 +5%
JCM
1265
Janney Capital Management
Pennsylvania
$571K +$22.4K +1,015 +4%
ICM
1266
IMS Capital Management
Oregon
$570K -$828K -37,446 -59%
SSP
1267
Sapphire Star Partners
Washington
$565K -$131K -4,896 -19%
QCG
1268
Quadrant Capital Group
Ohio
$565K +$20.3K +938 +4%
UAS
1269
United Asset Strategies
New York
$562K +$231K +10,430 +70%
NFG
1270
Nations Financial Group
Iowa
$561K +$54.8K +2,477 +11%
BA
1271
BKS Advisors
Michigan
$561K +$135K +6,125 +32%
CAM
1272
Cubic Asset Management
Massachusetts
$558K -$8.84K -400 -2%
MAA
1273
Mraz Amerine & Associates
California
$557K +$2.87K +130 +0.5%
IAS
1274
IMA Advisory Services
Colorado
$556K -$542K -24,515 -49%
RI
1275
Ridgewood Investments
New Jersey
$555K +$555K +25,135 New
49 50
51
52 53