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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 %
FNBSF
1326
First National Bank Sioux Falls
South Dakota
$467K +$3.31K +150 +0.7%
LIM
1327
Lathrop Investment Management
Arkansas
$466K -$632K -28,598 -58%
ST
1328
Smithfield Trust
Pennsylvania
$465K +$116K +5,263 +33%
SMH
1329
Sanders Morris Harris
Texas
$461K -$9.02M -407,927 -95%
WC
1330
Whitney & Co
New York
$461K -$102K -4,608 -18%
JIP
1331
Jaffetilchin Investment Partners
Florida
$459K +$123K +5,578 +37%
AWM
1332
AllSquare Wealth Management
New York
$455K – – –
CA
1333
Capital Advantage
California
$454K +$454K +20,547 New
HI
1334
Hudock Inc
Pennsylvania
$453K -$228K -10,329 -33%
WIC
1335
Woodmont Investment Counsel
Tennessee
$452K +$54.1K +2,448 +14%
BOTW
1336
Bank of the West
California
$450K -$220K -9,929 -33%
CCB
1337
Cutter & Co Brokerage
Missouri
$443K -$38.1K -1,724 -8%
PHAM
1338
Palisades Hudson Asset Management
Florida
$440K – – –
TIA
1339
Tiemann Investment Advisors
California
$439K -$33.2K -1,500 -7%
B
1340
Bailard
California
$436K +$88.1K +3,990 +25%
VFPI
1341
Vantage Financial Partners (Illinois)
Illinois
$435K +$435K +19,700 New
CCT
1342
Country Club Trust
Missouri
$433K -$89.8K -4,060 -17%
EFSCE
1343
Enterprise Financial Services Corp (EFSC)
Missouri
$431K -$53.9K -2,442 -11%
CWM
1344
Cornerstone Wealth Management
Missouri
$431K -$17.9K -797 -4%
BWM
1345
BigSur Wealth Management
Florida
$427K +$427K +19,314 New
SCA
1346
Stonebridge Capital Advisors
Minnesota
$426K +$25.4K +1,150 +6%
NG
1347
Northstar Group
New York
$425K -$90.5K -4,100 -18%
BO
1348
BRR OpCo
Ohio
$423K -$44.6K -2,019 -10%
SFWA
1349
Summit Financial Wealth Advisors
Louisiana
$423K -$15.4K -695 -4%
BRC
1350
Bell Rock Capital
Delaware
$420K +$420K +19,054 New
52 53
54
55 56