BAC icon

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 %
EA
1351
Efficient Advisors
Ohio
$416K -$210K -9,515 -34%
DBIA
1352
Dumont & Blake Investment Advisors
New Jersey
$416K – – –
NPF
1353
Norris Perne & French
Michigan
$414K +$414K +18,723 New
Jones Financial Companies
1354
Jones Financial Companies
Missouri
$413K -$45.6K -2,062 -10%
AssetMark Inc
1355
AssetMark Inc
California
$410K +$1.46K +66 +0.4%
AUB
1356
Atlantic Union Bankshares
Virginia
$406K -$12.5K -564 -3%
BFG
1357
Barber Financial Group
Kansas
$405K +$405K +18,343 New
CICI
1358
Capital Investment Counsel Inc
North Carolina
$404K -$38K -1,720 -9%
RVPG
1359
Relative Value Partners Group
$403K – – –
DE
1360
Day & Ennis
Georgia
$402K +$685 +31 +0.2%
BOH
1361
Bank of Hawaii
Hawaii
$399K +$120K +5,430 +43%
FFA
1362
First Foundation Advisors
California
$398K -$6.47K -293 -2%
FC
1363
FCA Corp
Texas
$398K – – –
BTW
1364
Boston Trust Walden
Massachusetts
$397K +$12.1K +550 +3%
BCM
1365
BTR Capital Management
California
$396K – – –
AHC
1366
Adell Harriman & Carpenter
Texas
$394K +$16.6K +750 +4%
TWA
1367
TCI Wealth Advisors
Arizona
$393K +$114K +5,172 +41%
LIM
1368
Leavell Investment Management
Alabama
$391K -$234K -10,600 -37%
RCM
1369
RB Capital Management
Nevada
$391K +$391K +17,713 New
BJL
1370
Brighton Jones LLC
Washington
$389K -$718K -32,501 -65%
CPSAC
1371
Chas P. Smith & Associates (CPS)
Florida
$388K -$432K -19,545 -53%
AGM
1372
Alpine Global Management
New York
$388K +$388K +17,565 New
III
1373
Independent Investors Inc
New York
$386K – – –
CGT
1374
Capital Guardian Trust
California
$385K -$5.31M -240,112 -93%
FPCM
1375
Financial Partners Capital Management
New York
$384K +$78.5K +3,550 +26%
53 54
55
56 57