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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 %
IA
1301
IFG Advisory
Georgia
$955K +$955K +31,717 New
WP
1302
WMS Partners
Maryland
$950K -$7.47K -253 -0.8%
QPWM
1303
Quadrant Private Wealth Management
Pennsylvania
$948K +$948K +32,126 New
TL
1304
TrueWealth LLC
Georgia
$947K +$947K +32,071 New
BFA
1305
Bragg Financial Advisors
North Carolina
$946K -$86K -2,915 -8%
BWA
1306
BDO Wealth Advisors
Florida
$946K +$87.8K +2,974 +10%
HGWM
1307
Harvest Group Wealth Management
Massachusetts
$945K +$945K +32,021 New
SHA
1308
Seneca House Advisors
Virginia
$943K +$943K +34,297 New
AF
1309
Allworth Financial
California
$942K +$50.3K +1,704 +6%
GLI
1310
Guardian Life Insurance
New York
$939K +$280K +9,466 +42%
BCA
1311
Berman Capital Advisors
Georgia
$935K +$935K +31,778 New
MMPW
1312
Mitchell McLeod Pugh & Williams
Alabama
$933K +$67.3K +2,279 +8%
BC
1313
Burleson & Co
California
$927K +$927K +31,406 New
SIM
1314
SSI Investment Management
California
$926K -$1.27K -43 -0.1%
WCA
1315
Westover Capital Advisors
Delaware
$916K +$112K +3,806 +14%
CWM
1316
Cornerstone Wealth Management
Missouri
$916K +$204K +6,793 +29%
PFM
1317
Parsec Financial Management
North Carolina
$907K +$17K +575 +2%
FHC
1318
First Heartland Consultants
Missouri
$906K -$361K -12,239 -29%
AC
1319
Addison Capital
Pennsylvania
$900K +$1.18K +40 +0.1%
OIA
1320
Optimum Investment Advisors
Illinois
$897K -$13.3K -450 -1%
MSAM
1321
Moloney Securities Asset Management
Missouri
$897K +$369K +12,487 +70%
IWP
1322
Icon Wealth Partners
Texas
$896K +$896K +30,343 New
CAM
1323
Covenant Asset Management
New Jersey
$894K – – –
OPCM
1324
Osborne Partners Capital Management
California
$890K -$21.2K -717 -2%
HI
1325
Hudock Inc
Pennsylvania
$889K -$2.42K -82 -0.3%
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