BAC icon

Bank of America
BAC

Overview Fund Activity

1,493 hedge funds and large institutions have $84.5B invested in Bank of America in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 569 increasing their positions, 626 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,493
Holders Change
-19
Holders Change %
-1.26%
% of All Funds
39.9%
Holding in Top 10
114
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.2%
% of All Funds
3.05%
New
108
Increased
569
Reduced
626
Closed
111
Calls
$1.86B
Puts
$2.55B
Net Calls
-$689M
Net Calls Change
+$236M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$213M
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.1B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$269M
4
SCM
Shapiro Capital Management
Georgia
$142M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$716M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$46.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.98B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.45B
4
State Street
State Street
Massachusetts
$5.46B
5
Harris Associates
Harris Associates
Illinois
$1.78B
Name Holding Trade Value Shares
Change 		Shares
Change %
SGAM
1401
Smith Group Asset Management
Texas
$74K +$10.8K +810 +17%
ZB
1402
Zions Bancorporation
Utah
$72K -$149K -11,350 -67%
KA
1403
Klingman & Associates
New York
$70K – – –
TF
1404
Tompkins Financial
New York
$66K -$6.53K -490 -9%
MFW
1405
Mosaic Family Wealth
Missouri
$65K -$38.6K -2,868 -37%
CCM
1406
Cribstone Capital Management
Maine
$63K +$63K +4,720 New
GI
1407
Gradient Investments
Minnesota
$62K +$12K +908 +24%
SCM
1408
Southport Capital Management
Tennessee
$62K +$62K +4,654 New
OC
1409
Oakworth Capital
Alabama
$55K +$19.5K +1,317 +55%
PRS
1410
Pinkerton Retirement Specialists
Idaho
$53K +$52.5K +3,976 +9,698%
OHS
1411
Odey Holdings (Switzerland)
Switzerland
$53K +$53K +4,000 New
ACM
1412
Armbruster Capital Management
New York
$52K -$440 -33 -0.8%
IIC
1413
Integrated Investment Consultants
Michigan
$51K – – –
BCM
1414
Blume Capital Management
California
$49K – – –
TIM
1415
Tortoise Investment Management
New York
$49K – – –
RWG
1416
Regal Wealth Group
California
$47K +$67 +5 +0.1%
RFWA
1417
RPg Family Wealth Advisory
Massachusetts
$44.1K +$22.1K +1,668 +101%
LWM
1418
Lenox Wealth Management
Ohio
$43K – – –
WCM
1419
Wealthcare Capital Management
Virginia
$41K – – –
PCTC
1420
Perkins Coie Trust Company
Washington
$41K +$13.1K +1,000 +47%
MMG
1421
Monetary Management Group
Missouri
$40K – – –
SIG
1422
Stanford Investment Group
California
$40K +$5.65K +422 +16%
FMP
1423
Financial Management Professionals
Texas
$39K +$2.7K +212 +7%
CFA
1424
Camarda Financial Advisors
Florida
$39K +$20.4K +1,541 +110%
RI
1425
Redwood Investments
Massachusetts
$37K – – –
55 56
57
58 59