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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 %
WWM
1376
Willingdon Wealth Management
North Carolina
$383K -$801K -36,200 -68%
SFM
1377
Signet Financial Management
New Jersey
$383K +$88.5K +4,005 +30%
PV
1378
Private Vista
Illinois
$382K -$4.56K -201 -1%
BCM
1379
Bourgeon Capital Management
Connecticut
$381K +$381K +17,252 New
HA
1380
Halsey Associates
Connecticut
$379K -$15.5K -700 -4%
SSWM
1381
Sheets Smith Wealth Management
North Carolina
$378K – – –
YWP
1382
YorkBridge Wealth Partners
New York
$377K +$377K +18,075 New
AWM
1383
Avior Wealth Management
Nebraska
$376K +$9.82K +444 +3%
Carson Wealth (CWM LLC)
1384
Carson Wealth (CWM LLC)
Nebraska
$376K +$81.9K +3,709 +28%
CWA
1385
Cypress Wealth Advisors
California
$376K +$376K +17,006 New
DAC
1386
Dividend Assets Capital
South Carolina
$373K +$70.8K +3,200 +23%
PAM
1387
Peak Asset Management
Colorado
$373K +$373K +16,900 New
LP
1388
LGL Partners
Pennsylvania
$370K -$44.2K -2,000 -11%
DWA
1389
Douglass Winthrop Advisors
New York
$369K +$60.3K +2,729 +20%
AZA
1390
Arthur Zaske & Associates
Michigan
$368K – – –
CS
1391
Comerica Securities
Michigan
$368K +$368K +16,630 New
MWM
1392
Mission Wealth Management
California
$367K +$24.2K +1,096 +7%
MSAM
1393
Moloney Securities Asset Management
Missouri
$366K +$366K +16,568 New
BFG
1394
Beacon Financial Group
Texas
$364K -$37.8K -1,715 -9%
LC
1395
Loews Corp
New York
$362K -$76.3K -3,450 -17%
OLA
1396
Oliver Luxxe Assets
New Jersey
$362K +$7.73K +350 +2%
MBI
1397
Montrusco Bolton Investments
Quebec, Canada
$361K +$86.4K +3,905 +31%
WEC
1398
Winslow Evans & Crocker
Massachusetts
$360K +$23.1K +1,044 +7%
BA
1399
Birinyi Associates
Connecticut
$359K +$359K +16,250 New
PCM
1400
Prelude Capital Management
New York
$358K +$358K +16,185 New
54 55
56
57 58