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Bank of America
BAC

Overview Fund Activity

1,439 hedge funds and large institutions have $102B invested in Bank of America in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 493 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+18
Holders Change %
+1.27%
% of All Funds
40.22%
Holding in Top 10
151
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.21%
% of All Funds
4.22%
New
121
Increased
634
Reduced
493
Closed
88
Calls
$2.53B
Puts
$3.19B
Net Calls
-$659M
Net Calls Change
-$119M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$450M
2
AL
AJO LP
Pennsylvania
+$378M
3
Lazard Asset Management
Lazard Asset Management
New York
+$306M
4
Jennison Associates
Jennison Associates
New York
+$250M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$240M

Top Sellers

1
FCM
Fairholme Capital Management
Florida
-$747M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$630M
3
Citigroup
Citigroup
New York
-$572M
4
IC
Institutional Capital
Illinois
-$503M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1301
Wealth Architects
California
$167K +$9.53K +613 +6%
SJL
1302
Shayne & Jacobs LLC
Tennessee
$166K – – –
CCB
1303
Cutter & Co Brokerage
Missouri
$166K +$166K +10,644 New
ECM
1304
Evergreen Capital Management
Washington
$166K +$166K +10,679 New
SAM
1305
Strategy Asset Managers
California
$164K – – –
SWM
1306
Segment Wealth Management
Texas
$163K -$141 -9 -0.1%
PAM
1307
Peak Asset Management
Colorado
$163K – – –
CHAM
1308
Clear Harbor Asset Management
Connecticut
$163K +$163K +10,480 New
EWA
1309
EP Wealth Advisors
California
$162K -$14.8K -950 -8%
FNBOH
1310
First National Bank of Hutchinson
Kansas
$162K -$3.11K -200 -2%
ACM
1311
Alta Capital Management
Utah
$161K -$6.51K -419 -4%
AWM
1312
Avior Wealth Management
Nebraska
$161K +$203 +13 +0.1%
GA
1313
Gateway Advisory
New Jersey
$161K +$161K +10,313 New
CWA
1314
Cypress Wealth Advisors
California
$161K +$161K +10,331 New
UF
1315
Univest Financial
Pennsylvania
$160K +$1.24K +80 +0.8%
TTWM
1316
TCV Trust & Wealth Management
Virginia
$160K +$3.12K +200 +2%
NFC
1317
Northeast Financial Consultants
Connecticut
$158K -$174K -11,171 -52%
HCM
1318
Hall Capital Management
Rhode Island
$157K -$12.4K -800 -7%
JIC
1319
Joel Isaacson & Co
New York
$157K -$6.37K -409 -4%
KCPG
1320
Kavar Capital Partners Group
Kansas
$157K -$4.76K -306 -3%
PCM
1321
Palisade Capital Management
New Jersey
$157K – – –
MPMG
1322
Minneapolis Portfolio Management Group
Minnesota
$156K – – –
SRAM
1323
Stone Ridge Asset Management
New York
$156K – – –
RCM
1324
Riverloft Capital Management
Florida
$156K +$156K +10,000 New
Carson Wealth (CWM LLC)
1325
Carson Wealth (CWM LLC)
Nebraska
$156K +$156K +10,029 New
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