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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 %
WA
1301
WealthTrust Axiom
Pennsylvania
$514K +$6.62K +300 +1%
DTL
1302
Dynamic Technology Lab
Singapore
$514K +$514K +23,241 New
PAS
1303
Partnervest Advisory Services
California
$513K -$526K -23,799 -51%
BHWM
1304
Bar Harbor Wealth Management
New Hampshire
$509K +$6.5K +294 +1%
CSM
1305
CAMG Solamere Management
North Carolina
$506K +$506K +23,023 New
BIG
1306
Bellwether Investment Group
Tennessee
$505K +$505K +22,848 New
HCMNY
1307
Howard Capital Management (New York)
New York
$503K – – –
CPO
1308
Cerity Partners OCIO
New York
$500K +$500K +22,592 New
MFIMFI
1309
Mesirow Financial Investment Management - Fixed Income
Illinois
$491K +$491K +22,195 New
WIM
1310
Westside Investment Management
California
$490K +$490K +21,231 New
TFA
1311
Toth Financial Advisory
Virginia
$489K -$17.1K -775 -3%
CT
1312
Coastline Trust
Rhode Island
$488K -$44.2K -2,000 -8%
AFG
1313
Albion Financial Group
Utah
$486K -$14.4K -650 -3%
FA
1314
FCG Advisors
New Jersey
$484K -$9.08K -411 -2%
HHGA
1315
Halbert Hargrove Global Advisors
California
$483K -$619 -28 -0.1%
DHFB
1316
Dixon Hubard Feinour & Brown
Virginia
$481K -$6.63K -300 -1%
LIA
1317
LBMC Investment Advisors
Tennessee
$480K -$664K -30,041 -58%
FC
1318
FIC Capital
New York
$480K +$22.7K +1,026 +5%
MWM
1319
Meridian Wealth Management
Kentucky
$479K +$479K +21,631 New
LGC
1320
Laurel Grove Capital
California
$478K +$13.5K +612 +3%
MWP
1321
MYCIO Wealth Partners
Pennsylvania
$478K +$22K +997 +5%
AFS
1322
Aft Forsyth & Sober
Florida
$474K – – –
IF
1323
IRON Financial
Illinois
$470K +$40.7K +1,841 +9%
WCM
1324
Weik Capital Management
Pennsylvania
$469K -$17.7K -800 -4%
OA
1325
Oxbow Advisors
Texas
$467K – – –
51 52
53
54 55