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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
Northwestern Mutual Wealth Management
1326
Northwestern Mutual Wealth Management
Wisconsin
$200K -$3.76M -252,588 -95%
VWM
1327
Valley Wealth Managers
New Jersey
$200K +$30 +2 +0%
BOH
1328
Bank of Hawaii
Hawaii
$198K -$39.3K -2,638 -17%
LFA
1329
Landmark Financial Advisors
Kentucky
$197K -$24.8K -1,665 -12%
KCM
1330
Kanawha Capital Management
Virginia
$197K -$2.61K -175 -1%
TWA
1331
TCI Wealth Advisors
Arizona
$197K +$30 +2 +0%
FC
1332
Forte Capital
New York
$196K +$25.5K +1,711 +16%
Koshinski Asset Management
1333
Koshinski Asset Management
Illinois
$195K -$3.56K -239 -2%
MCM
1334
Maryland Capital Management
Maryland
$194K -$59.6K -4,003 -24%
MBI
1335
Montrusco Bolton Investments
Quebec, Canada
$194K +$185K +12,410 New
NFC
1336
Northeast Financial Consultants
Connecticut
$193K -$148K -9,955 -45%
SRP
1337
Saddle Road Partners
Nebraska
$192K
MPIA
1338
Mountain Pacific Investment Advisers
Idaho
$188K -$1.16K -78 -0.6%
WCM
1339
Westend Capital Management
California
$188K
AB
1340
Atlas Brown
Kentucky
$186K +$4.88K +328 +3%
CG
1341
Colony Group
Massachusetts
$185K -$37.2K -2,500 -17%
AI
1342
Accredited Investors
Minnesota
$185K -$2.12K -142 -1%
MRCM
1343
M&R Capital Management
New Jersey
$185K +$89 +6 +0.1%
IIM
1344
Ironwood Investment Management
Massachusetts
$183K
VFP
1345
Verus Financial Partners
Virginia
$182K -$14K -940 -7%
PFSC
1346
Peoples Financial Services Corp
Pennsylvania
$182K +$11.2K +750 +7%
TAM
1347
Timucuan Asset Management
Florida
$180K
AIM
1348
Acrospire Investment Management
Illinois
$180K +$26.8K +1,800 +19%
MIC
1349
MU Investments Company
Japan
$179K -$153K -10,300 -47%
IWA
1350
IBEX Wealth Advisors
New Jersey
$179K +$170K +11,409 New

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.