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Bank of America
BAC

Overview Fund Activity

1,439 hedge funds and large institutions have $102B invested in Bank of America in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 493 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+18
Holders Change %
+1.27%
% of All Funds
40.22%
Holding in Top 10
151
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.21%
% of All Funds
4.22%
New
121
Increased
634
Reduced
493
Closed
88
Calls
$2.53B
Puts
$3.19B
Net Calls
-$659M
Net Calls Change
-$119M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$450M
2
AL
AJO LP
Pennsylvania
+$378M
3
Lazard Asset Management
Lazard Asset Management
New York
+$306M
4
Jennison Associates
Jennison Associates
New York
+$250M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$240M

Top Sellers

1
FCM
Fairholme Capital Management
Florida
-$747M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$630M
3
Citigroup
Citigroup
New York
-$572M
4
IC
Institutional Capital
Illinois
-$503M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$469M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFSG
1376
Community Financial Services Group
Vermont
$47K – – –
BCA
1377
Bray Capital Advisors
Florida
$47K – – –
GI
1378
Gradient Investments
Minnesota
$47K +$188 +12 +0.4%
NCM
1379
Nelson Capital Management
California
$46K +$46K +2,960 New
FMP
1380
Financial Management Professionals
Texas
$44K – – –
CCS
1381
Crosspoint Capital Strategies
California
$43K -$914K -59,156 -96%
RI
1382
Redwood Investments
Massachusetts
$43K – – –
LWM
1383
Lenox Wealth Management
Ohio
$43K +$984 +63 +2%
SIG
1384
Stanford Investment Group
California
$42K – – –
PAI
1385
Pittenger & Anderson Inc
Nebraska
$42K +$26.5K +1,710 +171%
RFA
1386
Reilly Financial Advisors
California
$41K -$54.4K -3,500 -57%
MIP
1387
Mondrian Investment Partners
United Kingdom
$41K – – –
CK
1388
Carnick & Kubik
Colorado
$39.3K +$39.3K +2,525 New
SA
1389
SRH Advisors
Kansas
$38K – – –
WA
1390
Waverly Advisors
Alabama
$36K – – –
OC
1391
Oakworth Capital
Alabama
$36K – – –
BWFA
1392
Baltimore-Washington Financial Advisors
Maryland
$36K +$36K +2,355 New
RCG
1393
Ruggie Capital Group
Florida
$34K -$3.48K -209 -9%
RA
1394
Rational Advisors
New York
$34K – – –
WA
1395
WealthTrust-Arizona
Arizona
$34K +$16 +1 +0%
PCM
1396
Prelude Capital Management
New York
$34K +$34K +2,191 New
PCTC
1397
Perkins Coie Trust Company
Washington
$33K – – –
NHFG
1398
New Harbor Financial Group
Massachusetts
$33K – – –
BCI
1399
Brinker Capital Investments
Pennsylvania
$31K – – –
BAM
1400
Bruderman Asset Management
New York
$30K +$31 +2 +0.1%
54 55
56
57 58