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Bank of America
BAC

Overview Fund Activity

1,779 hedge funds and large institutions have $184B invested in Bank of America in 2017 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 724 increasing their positions, 727 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+20
Holders Change %
+1.14%
% of All Funds
44.42%
Holding in Top 10
256
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.99%
% of All Funds
6.39%
New
112
Increased
724
Reduced
727
Closed
78
Calls
$4.07B
Puts
$5.43B
Net Calls
-$1.37B
Net Calls Change
-$796M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$17.2B
2
NEAM
New England Asset Management
Connecticut
+$532M
3
Goldman Sachs
Goldman Sachs
New York
+$242M
4
Ameriprise
Ameriprise
Minnesota
+$208M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$186M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$355M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$260M
4
State Street
State Street
Massachusetts
-$223M
5
PC
PointState Capital
New York
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1351
Capital Advantage
California
$557K +$34.2K +1,350 +7%
FA
1352
Fortis Advisors
Pennsylvania
$556K -$262K -10,346 -32%
SCM
1353
SKBA Capital Management
California
$556K – – –
EFSCE
1354
Enterprise Financial Services Corp (EFSC)
Missouri
$554K +$77.7K +3,070 +16%
FSCM
1355
Front Street Capital Management
Montana
$551K -$1.27K -50 -0.2%
AFG
1356
Albion Financial Group
Utah
$549K -$7.88K -311 -1%
CBT
1357
Capital Bank & Trust
California
$549K +$21.6K +853 +4%
MWM
1358
Merriman Wealth Management
Washington
$549K +$26.9K +1,062 +5%
AUB
1359
Atlantic Union Bankshares
Virginia
$547K +$54.3K +2,145 +11%
CPIM
1360
Columbia Partners Investment Management
Virginia
$547K +$114K +4,504 +26%
AOWM
1361
Alpha Omega Wealth Management
Virginia
$546K -$95K -3,748 -15%
JCM
1362
Janney Capital Management
Pennsylvania
$546K -$84.6K -3,338 -13%
ST
1363
Smithfield Trust
Pennsylvania
$542K +$12.9K +510 +2%
HFM
1364
Hartford Financial Management
Connecticut
$538K +$28.1K +1,111 +6%
PAS
1365
Partnervest Advisory Services
California
$536K +$11.3K +446 +2%
BWM
1366
Bernicke Wealth Management
Wisconsin
$534K +$81K +3,193 +18%
SAM
1367
Smithbridge Asset Management
Pennsylvania
$534K +$281K +11,078 +111%
FSA
1368
Franklin Street Advisors
North Carolina
$531K -$80.7K -3,185 -13%
TFA
1369
Toth Financial Advisory
Virginia
$529K -$5.86K -231 -1%
ZB
1370
Zions Bancorporation
Utah
$528K +$454K +17,901 +610%
FCMT
1371
Founders Capital Management (Texas)
Texas
$527K – – –
LIM
1372
Lathrop Investment Management
Arkansas
$524K -$10.7K -421 -2%
MFW
1373
Mosaic Family Wealth
Missouri
$524K +$165K +6,517 +46%
HMS
1374
Hanseatic Management Services
New Mexico
$523K -$282K -11,139 -35%
FA
1375
FCG Advisors
New Jersey
$521K -$5.42K -219 -1%
53 54
55
56 57