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Bank of America

1,511 hedge funds and large institutions have $100B invested in Bank of America in 2016 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 573 increasing their positions, 625 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

823.98% more ownership

Funds ownership: 2,344.08%3,168.06% (+824%)

45% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 78

20% more funds holding in top 10

Funds holding in top 10: 114137 (+23)

19% more capital invested

Capital invested by funds: $84.6B → $100B (+$15.9B)

1% more funds holding

Funds holding: 1,4941,511 (+17)

8% less repeat investments, than reductions

Existing positions increased: 573 | Existing positions reduced: 625

11% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $2.89B

Holders
1,511
Holders Change
+17
Holders Change %
+1.14%
% of All Funds
40.3%
Holding in Top 10
137
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+20.18%
% of All Funds
3.65%
New
113
Increased
573
Reduced
625
Closed
78
Calls
$2.58B
Puts
$2.89B
Net Calls
-$309M
Net Calls Change
+$380M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1376
Delta Asset Management
Tennessee
$162K +$1.49K +100 +1%
WAS
1377
WESPAC Advisors SoCal
California
$162K
WP
1378
WealthPLAN Partners
Nebraska
$161K -$207K -13,908 -58%
AFWA
1379
Ancora Family Wealth Advisors
Ohio
$161K -$78.2K -5,250 -34%
TSW
1380
Thompson Siegel & Walmsley
Virginia
$161K -$8.56K -575 -5%
MGIA
1381
Moneta Group Investment Advisors
Missouri
$161K
EWA
1382
EP Wealth Advisors
California
$160K -$21.3K -1,433 -12%
SC
1383
SRB Corp
Massachusetts
$159K +$5.85K +393 +4%
CM
1384
Cornerstone Management
Georgia
$158K -$2.12K -142 -1%
ST
1385
Sphinx Trading
Illinois
$158K -$59.6K -4,000 -28%
SS
1386
Simplicity Solutions
Minnesota
$158K -$25.5K -1,711 -14%
PCM
1387
Palisade Capital Management
New Jersey
$158K
GEM
1388
Global Endowment Management
North Carolina
$158K +$151K +10,110 New
TBA
1389
Tower Bridge Advisors
Pennsylvania
$157K +$150K +10,046 New
JIC
1390
Joel Isaacson & Co
New York
$157K -$3.78K -254 -2%
CCMG
1391
Clark Capital Management Group
Pennsylvania
$157K
SIG
1392
Schooner Investment Group
Pennsylvania
$156K -$223K -15,000 -60%
LOT
1393
Lombard Odier Transatlantic
Quebec, Canada
$156K -$71.5K -4,800 -32%
SIC
1394
Salem Investment Counselors
North Carolina
$151K +$135K +9,033 +0.9%
VNA
1395
Valley National Advisers
Pennsylvania
$149K -$1.42K -95 -1%
HW
1396
Hedeker Wealth
Illinois
$144K -$2.65M -177,744 -99%
MSFP
1397
Mark Sheptoff Financial Planning
Connecticut
$141K -$4.47K -300 -3%
HPBT
1398
High Point Bank & Trust
North Carolina
$139K
VIA
1399
Vantage Investment Advisors
Pennsylvania
$138K -$91.9K -6,174 -41%
TC
1400
Trust Company
Kansas
$138K -$11.2K -750 -8%

BAC Hedge Fund Activity: Q3 2016 in Review

1,511 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2016, worth a combined $100B — up 19% from $84.6B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 78 closed out — a net gain of 35 holders — while 573 added to existing stakes and 625 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $374M. The largest seller was Goldman Sachs, cutting an estimated $221M.

  • 1,511 institutional investors held Bank of America (BAC) as of Q3 2016, up from 1,494 in Q2 2016.
  • Funds reported $100B of Bank of America stock for Q3 2016, up 19% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q3 2016 and 78 closed out, a net change of +35 holders.
  • The largest Bank of America buyer in Q3 2016 was Viking Global Investors, an estimated $374M added.
  • The largest Bank of America seller in Q3 2016 was Goldman Sachs, an estimated $221M sold.

Based on aggregated 13F filings for Q3 2016.