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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
UAS
1276
United Asset Strategies
New York
$235K -$29.3K -1,965 -12%
FCM
1277
Force Capital Management
New York
$235K
OHS
1278
Odey Holdings (Switzerland)
Switzerland
$235K +$164K +11,000 +275%
SNT
1279
Security National Trust
West Virginia
$234K -$8.18K -549 -4%
Verition Fund Management
1280
Verition Fund Management
Connecticut
$233K -$137K -9,221 -38%
SGS
1281
Sterling Global Strategies
California
$233K -$25.2K -1,695 -10%
PFS
1282
Physicians Financial Services
North Carolina
$231K +$5.96K +400 +3%
PFM
1283
Parsec Financial Management
North Carolina
$230K +$65.1K +4,370 +42%
FPCM
1284
Financial Partners Capital Management
New York
$229K -$1.07M -71,591 -84%
AIA
1285
Arbor Investment Advisors
North Carolina
$229K +$134 +9 +0.1%
TCOO
1286
Trust Company of Oklahoma
Oklahoma
$228K
BWA
1287
Brave Warrior Advisors
New York
$227K
DDPIC
1288
Deroy & Devereaux Private Investment Counsel
Michigan
$227K
SIG
1289
Sky Investment Group
Connecticut
$227K
GAM
1290
Gemmer Asset Management
California
$225K +$4.41K +296 +2%
LOCC
1291
Lombard Odier & Cie (Canada)
Quebec, Canada
$225K +$214K +14,400 New
DJSG
1292
D.J. St. Germain
Massachusetts
$224K +$18.3K +1,230 +9%
SCA
1293
Snowden Capital Advisors
New York
$224K +$3.66K +246 +2%
WAM
1294
Weatherly Asset Management
California
$223K -$40.2K -2,700 -16%
SWM
1295
SVA Wealth Management
Wisconsin
$223K -$23.3K -1,563 -10%
GWS
1296
Glassman Wealth Services
Virginia
$222K +$1.88K +126 +0.9%
Hudson Bay Capital Management
1297
Hudson Bay Capital Management
Connecticut
$220K
LPC
1298
Loeb Partners Corp
New York
$220K +$209K +14,040 New
CIC
1299
Crawford Investment Counsel
Georgia
$219K
DWA
1300
Douglass Winthrop Advisors
New York
$219K +$7.59K +510 +4%

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.