BAC icon

Bank of America
BAC

Overview Fund Activity

1,980 hedge funds and large institutions have $211B invested in Bank of America in 2017 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 779 increasing their positions, 711 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
+201
Holders Change %
+11.3%
% of All Funds
44.97%
Holding in Top 10
317
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+23.83%
% of All Funds
7.2%
New
308
Increased
779
Reduced
711
Closed
90
Calls
$5.15B
Puts
$6.54B
Net Calls
-$1.39B
Net Calls Change
-$21.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$916M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$840M
3
Deutsche Bank
Deutsche Bank
Germany
+$371M
4
AAMU
Amundi Asset Management US
Massachusetts
+$369M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$355M

Top Sellers

1
Korea Investment Corp
Korea Investment Corp
South Korea
-$2.02B
2
Dodge & Cox
Dodge & Cox
California
-$670M
3
Ameriprise
Ameriprise
Minnesota
-$472M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$467M
5
SC
Sculptor Capital
New York
-$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1276
Broadview Advisors
Wisconsin
$1.01M – – –
HWP
1277
Hefty Wealth Partners
Indiana
$1M +$988K +33,470 +6,327%
NWS
1278
Newport Wealth Strategies
California
$1M +$1M +31,280 New
TCM
1279
Traynor Capital Management
Pennsylvania
$997K +$29.9K +1,013 +3%
AFP
1280
Ausdal Financial Partners
Iowa
$996K +$21.4K +725 +2%
LP
1281
LMR Partners
United Kingdom
$996K +$563K +19,088 +130%
BTW
1282
Boston Trust Walden
Massachusetts
$991K +$133K +4,500 +15%
KWM
1283
Kingsview Wealth Management
Oregon
$989K +$21.9K +743 +2%
MGIA
1284
Moneta Group Investment Advisors
Missouri
$988K +$5.22K +177 +0.5%
CWM
1285
Connecticut Wealth Management
Connecticut
$985K -$275K -9,141 -22%
Assenagon Asset Management
1286
Assenagon Asset Management
Luxembourg
$985K +$479K +16,241 +95%
EDRIA
1287
Edmonds Duncan Registered Investment Advisors
Kansas
$984K – – –
GWM
1288
GSB Wealth Management
Connecticut
$981K +$3.96K +134 +0.4%
MMHP
1289
Murphy Middleton Hinkle & Parker
Georgia
$975K +$975K +33,038 New
BGC
1290
Blue Granite Capital
South Carolina
$969K -$2.33M -79,084 -71%
HWA
1291
Heritage Wealth Advisors
Virginia
$967K -$4.54K -154 -0.5%
SAM
1292
Sawgrass Asset Management
Florida
$966K -$19.2K -650 -2%
MCM
1293
Manchester Capital Management
Vermont
$966K +$735K +24,900 +318%
AWM
1294
AE Wealth Management
Kansas
$963K -$130K -4,394 -12%
RCM
1295
RB Capital Management
Nevada
$962K +$1.42K +48 +0.1%
FIB
1296
First Interstate Bank
Montana
$962K +$23K +780 +2%
IA
1297
IndexIQ Advisors
New York
$962K +$962K +32,597 New
SWA
1298
Sutton Wealth Advisors
Florida
$962K – – –
RCM
1299
RNC Capital Management
California
$961K +$106K +3,600 +12%
CAMG
1300
CWA Asset Management Group
Florida
$956K +$121K +4,084 +14%
50 51
52
53 54