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Bank of America
BAC

Overview Fund Activity

1,980 hedge funds and large institutions have $211B invested in Bank of America in 2017 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 779 increasing their positions, 711 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
+201
Holders Change %
+11.3%
% of All Funds
44.97%
Holding in Top 10
317
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+23.83%
% of All Funds
7.2%
New
308
Increased
779
Reduced
711
Closed
90
Calls
$5.15B
Puts
$6.54B
Net Calls
-$1.39B
Net Calls Change
-$21.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$916M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$840M
3
Deutsche Bank
Deutsche Bank
Germany
+$371M
4
AAMU
Amundi Asset Management US
Massachusetts
+$369M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$355M

Top Sellers

1
Korea Investment Corp
Korea Investment Corp
South Korea
-$2.02B
2
Dodge & Cox
Dodge & Cox
California
-$670M
3
Ameriprise
Ameriprise
Minnesota
-$472M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$467M
5
SC
Sculptor Capital
New York
-$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
1351
NTV Asset Management
West Virginia
$833K – – –
DI
1352
Diligent Investors
California
$831K -$12.8K -434 -2%
CBA
1353
Coastal Bridge Advisors
Connecticut
$830K +$389 +13 +0%
SCM
1354
Sterneck Capital Management
Missouri
$829K -$246K -8,328 -23%
Treasurer of the State of North Carolina
1355
Treasurer of the State of North Carolina
North Carolina
$817K +$817K +27,690 New
KBG
1356
Kahn Brothers Group
New York
$815K +$216K +7,333 +36%
SI
1357
SII Investments
Wisconsin
$815K -$554K -18,702 -40%
SAM
1358
Strategy Asset Managers
California
$815K -$6.05K -205 -0.7%
WA
1359
Wealth Architects
California
$812K +$6.79K +230 +0.8%
SC
1360
Sawyer & Company
Massachusetts
$810K +$810K +27,427 New
QCG
1361
Quadrant Capital Group
Ohio
$807K +$8.08K +279 +1%
SS
1362
Sunbelt Securities
Texas
$807K +$78K +2,644 +11%
RCAG
1363
Rehmann Capital Advisory Group
Michigan
$805K -$12.5K -422 -2%
WSCM
1364
Wellington Shields Capital Management
New York
$801K +$41.3K +1,400 +5%
LW
1365
Linscomb Wealth
Texas
$791K -$8.18K -277 -1%
CL
1366
CPWM LLC
Washington
$791K +$3.13K +106 +0.4%
CAM
1367
Cubic Asset Management
Massachusetts
$791K +$16.3K +552 +2%
BFG
1368
Beacon Financial Group
Texas
$789K +$3.31K +112 +0.4%
PAS
1369
Partnervest Advisory Services
California
$789K +$164K +5,564 +26%
JFL
1370
Jarislowsky, Fraser Ltd
Quebec, Canada
$783K -$221K -7,500 -22%
ARMC
1371
American Research & Management Company
Massachusetts
$782K – – –
BBWA
1372
Bell & Brown Wealth Advisors
California
$779K +$779K +26,399 New
RWA
1373
Ropes Wealth Advisors
Massachusetts
$776K +$261K +8,850 +51%
ACM
1374
Alethea Capital Management
Washington
$770K +$8.12K +275 +1%
WIM
1375
Westside Investment Management
California
$769K +$78.3K +2,600 +11%
53 54
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