BAC icon

Bank of America
BAC

Overview Fund Activity

1,493 hedge funds and large institutions have $84.5B invested in Bank of America in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 569 increasing their positions, 626 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,493
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
39.9%
Holding in Top 10
114
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.2%
% of All Funds
3.05%
New
108
Increased
569
Reduced
626
Closed
111
Calls
$1.86B
Puts
$2.55B
Net Calls
-$689M
Net Calls Change
+$236M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$213M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$93.2M
4
SCM
Shapiro Capital Management
Georgia
+$90.2M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$89.9M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$411M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
4
State Street
State Street
Massachusetts
-$148M
5
Harris Associates
Harris Associates
Illinois
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPI
1301
Mairs & Power Inc
Minnesota
$173K – – –
LK
1302
Lumbard & Kellner
New Hampshire
$173K – – –
WA
1303
WBH Advisory
Maryland
$172K +$3.67K +277 +2%
HAIM
1304
Hunter Associates Investment Management
Pennsylvania
$172K +$33.3K +2,500 +24%
NCM
1305
Newgate Capital Management
Connecticut
$171K -$171K -12,915 -50%
TCM
1306
Tradewinds Capital Management
Washington
$171K -$4.91K -369 -3%
UF
1307
Univest Financial
Pennsylvania
$170K -$10.6K -803 -6%
IC
1308
Intersect Capital
California
$170K -$2.24K -169 -1%
VWM
1309
Valley Wealth Managers
New Jersey
$170K +$170K +12,811 New
KCM
1310
Kanawha Capital Management
Virginia
$169K – – –
FWM
1311
FFT Wealth Management
Pennsylvania
$169K – – –
Koshinski Asset Management
1312
Koshinski Asset Management
Illinois
$169K +$1.61K +121 +1%
QSS
1313
Quantitative Systematic Strategies
Florida
$168K -$98.4K -7,457 -37%
DAC
1314
Dividend Assets Capital
South Carolina
$168K – – –
HI
1315
Hudock Inc
Pennsylvania
$168K +$4.03K +305 +2%
MWM
1316
Merriman Wealth Management
Washington
$168K +$168K +12,631 New
VFP
1317
Verus Financial Partners
Virginia
$167K -$6.27K -472 -4%
TWA
1318
TCI Wealth Advisors
Arizona
$167K -$3.16K -238 -2%
BEAM
1319
Baker Ellis Asset Management
Washington
$167K – – –
BC
1320
Bartlett & Co
Ohio
$166K -$12K -906 -7%
SCM
1321
Suffolk Capital Management
New York
$165K – – –
SKK
1322
Shepherd Kaplan Krochuk
Massachusetts
$164K +$164K +12,323 New
CCA
1323
Clearwater Capital Advisors
Illinois
$164K +$164K +12,778 New
SRP
1324
Saddle Road Partners
Nebraska
$163K – – –
BFM
1325
Boothbay Fund Management
New York
$161K +$161K +12,117 New
51 52
53
54 55