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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
LSA
1301
L & S Advisors
California
$216K
LBC
1302
Lowe Brockenbrough & Co
Virginia
$214K -$5.21K -350 -2%
TFO
1303
Tarbox Family Office
California
$214K +$2.04K +137 +1%
DAC
1304
Dividend Assets Capital
South Carolina
$214K +$14.5K +975 +8%
BEAM
1305
Baker Ellis Asset Management
Washington
$214K +$15.7K +1,055 +8%
BCM
1306
Brookstone Capital Management
Illinois
$214K +$204K +13,682 New
BSB
1307
Bangor Savings Bank
Maine
$212K
KPCM
1308
Kings Point Capital Management
New York
$209K -$7.78M -522,393 -98%
CCMT
1309
CMT Capital Markets Trading
Germany
$209K -$832K -55,868 -81%
SFM
1310
Signet Financial Management
New Jersey
$209K -$410K -27,504 -67%
BT
1311
Brandywine Trust
Delaware
$209K
WFG
1312
Wills Financial Group
Virginia
$208K -$32.8K -2,200 -14%
CW
1313
Cobiz Wealth
Colorado
$208K -$4.76K -320 -2%
Carson Wealth (CWM LLC)
1314
Carson Wealth (CWM LLC)
Nebraska
$208K +$38.9K +2,609 +24%
NAM
1315
North American Management
Massachusetts
$207K -$116K -7,776 -37%
GCAC
1316
Guardian Capital Advisors (Canada)
Ontario, Canada
$206K -$136K -9,113 -41%
AP
1317
Atwood & Palmer
Missouri
$205K
UF
1318
Univest Financial
Pennsylvania
$205K +$3.69K +248 +2%
KTC
1319
Kistler-Tiffany Companies
Pennsylvania
$204K -$1.8K -121 -0.9%
MPI
1320
Mairs & Power Inc
Minnesota
$204K
TDC
1321
Thompson Davis & Co
Virginia
$203K -$232K -15,578 -55%
LCM
1322
LVM Capital Management
Michigan
$202K +$20.4K +1,367 +12%
GA
1323
Geller Advisors
New York
$202K +$192K +12,883 New
TCM
1324
Tradewinds Capital Management
Washington
$201K +$15 +1 +0%
MWM
1325
Merriman Wealth Management
Washington
$201K +$3.35K +225 +2%

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.