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Bank of America
BAC

Overview Fund Activity

1,493 hedge funds and large institutions have $84.5B invested in Bank of America in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 569 increasing their positions, 626 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,493
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
39.9%
Holding in Top 10
114
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.2%
% of All Funds
3.05%
New
108
Increased
569
Reduced
626
Closed
111
Calls
$1.86B
Puts
$2.55B
Net Calls
-$689M
Net Calls Change
+$236M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$213M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$124M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$93.2M
4
SCM
Shapiro Capital Management
Georgia
+$90.2M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$89.9M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$411M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$237M
4
State Street
State Street
Massachusetts
-$148M
5
Harris Associates
Harris Associates
Illinois
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1351
Plante Moran Financial Advisors
Michigan
$143K -$8.82K -663 -6%
PFA
1352
Pure Financial Advisors
California
$142K -$110K -8,261 -44%
SJL
1353
Shayne & Jacobs LLC
Tennessee
$142K – – –
Carson Wealth (CWM LLC)
1354
Carson Wealth (CWM LLC)
Nebraska
$142K +$22.6K +1,704 +19%
JWBC
1355
J.W. Burns & Co
New York
$141K -$2.74K -206 -2%
HPWM
1356
Highland Private Wealth Management
Washington
$140K -$19.2K -1,450 -12%
CFA
1357
Capstone Financial Advisors
Illinois
$140K -$1.49K -112 -1%
CHAM
1358
Clear Harbor Asset Management
Connecticut
$139K – – –
SGCA
1359
Steel Grove Capital Advisors
Tennessee
$139K +$13 +1 +0%
WA
1360
Wealth Architects
California
$138K -$59.1K -4,481 -30%
CAW
1361
Cornerstone Advisors (Washington)
Washington
$138K +$225 +17 +0.2%
SYBT
1362
Stock Yards Bank & Trust
Kentucky
$138K +$138K +10,382 New
WAS
1363
WESPAC Advisors SoCal
California
$137K – – –
PFM
1364
Parsec Financial Management
North Carolina
$137K -$57.5K -4,347 -30%
DAM
1365
Delta Asset Management
Tennessee
$137K – – –
JIC
1366
Joel Isaacson & Co
New York
$137K +$9.71K +731 +8%
CM
1367
Cornerstone Management
Georgia
$136K – – –
MGIA
1368
Moneta Group Investment Advisors
Missouri
$136K – – –
PCM
1369
Palisade Capital Management
New Jersey
$134K – – –
CCMG
1370
Clark Capital Management Group
Pennsylvania
$133K -$146K -10,964 -52%
LIC
1371
Lodestar Investment Counsel
Illinois
$133K -$43.7K -3,300 -25%
CC
1372
Callan Capital
California
$133K – – –
SC
1373
SRB Corp
Massachusetts
$129K -$19.6K -1,483 -13%
AIM
1374
Acrospire Investment Management
Illinois
$129K +$12K +900 +10%
VNA
1375
Valley National Advisers
Pennsylvania
$128K -$9.33K -701 -7%
53 54
55
56 57