BAC icon

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 %
PAG
1276
Private Advisory Group
Washington
$553K +$553K +25,023 New
SWK
1277
Stephen W. Kidder
$552K +$166K +7,500 +43%
RG
1278
Rikoon Group
New Mexico
$552K +$552K +23,959 New
BC
1279
Blueport Capital
Texas
$550K +$550K +24,900 New
MCM
1280
Murphy Capital Management
New Jersey
$545K -$9.25K -419 -2%
DLA
1281
Douglas Lane & Associates
New York
$545K +$10.5K +475 +2%
PHS
1282
Pekin Hardy Strauss
Illinois
$545K +$33.2K +1,500 +6%
GP
1283
Girard Partners
Pennsylvania
$544K +$78K +3,532 +17%
GEM
1284
Global Endowment Management
North Carolina
$543K +$320K +14,480 +143%
MMG
1285
Monetary Management Group
Missouri
$543K +$476K +21,500 +705%
RA
1286
Rational Advisors
New York
$536K -$512K -22,562 -49%
KF
1287
Krilogy Financial
Missouri
$536K -$27.7K -1,255 -5%
NEPWA
1288
New England Private Wealth Advisors
Massachusetts
$536K +$167K +7,548 +45%
PLFAM
1289
Pineno Levin & Ford Asset Management
Virginia
$534K -$7.74K -350 -1%
ISB
1290
Iowa State Bank
Iowa
$534K – – –
GC
1291
Gratus Capital
Georgia
$532K -$124K -5,631 -19%
SM
1292
Sciencast Management
New Jersey
$529K +$529K +23,933 New
FI
1293
FormulaFolio Investments
Michigan
$527K +$24.7K +1,117 +5%
AIA
1294
AIMZ Investment Advisors
California
$526K -$5.52K -250 -1%
FNFDCM
1295
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$525K – – –
CAMG
1296
CWA Asset Management Group
Florida
$524K -$97.3K -4,402 -16%
LFAS
1297
Level Four Advisory Services
Texas
$523K +$523K +23,681 New
LNC
1298
Lincoln National Corp
Pennsylvania
$521K +$141K +6,394 +37%
11A
1299
10-15 Associates
New York
$520K -$70.9K -3,214 -12%
ZIC
1300
ZWJ Investment Counsel
Georgia
$518K +$93.7K +4,240 +22%
50 51
52
53 54