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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
$7.05B
2
State Street
State Street
Massachusetts
$10.3B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.52B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$674M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.89B

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88M
2
Dodge & Cox
Dodge & Cox
California
$4.16B
3
Harris Associates
Harris Associates
Illinois
$2.26B
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$775M
5
Capital World Investors
Capital World Investors
California
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGS
1401
Sterling Global Strategies
California
$355K +$26.5K +1,200 +8%
CWP
1402
Capital Wealth Planning
Florida
$354K – – –
SCA
1403
Snowden Capital Advisors
New York
$354K +$37.3K +1,686 +12%
JFA
1404
JNBA Financial Advisors
Minnesota
$353K -$500K -22,641 -59%
HFM
1405
Hartford Financial Management
Connecticut
$352K – – –
WPA
1406
West Paces Advisors
Georgia
$348K +$348K +15,752 New
BCM
1407
Becker Capital Management
Oregon
$348K -$17.1K -772 -5%
VDI
1408
Vaughan David Investments
Illinois
$348K -$16.5K -744 -5%
WA
1409
Waverly Advisors
Alabama
$348K +$14.6K +659 +4%
SKK
1410
Shepherd Kaplan Krochuk
Massachusetts
$345K -$64.9K -2,939 -16%
DJSG
1411
D.J. St. Germain
Massachusetts
$345K +$28.9K +1,305 +9%
BSB
1412
Bangor Savings Bank
Maine
$345K +$45.9K +2,075 +15%
MCP
1413
Mirador Capital Partners
California
$343K -$121K -5,475 -26%
DDPIC
1414
Deroy & Devereaux Private Investment Counsel
Michigan
$343K +$22.1K +1,000 +7%
MRCM
1415
M&R Capital Management
New Jersey
$343K +$81.6K +3,700 +31%
SCA
1416
Sippican Capital Advisors
Massachusetts
$341K -$81.2K -3,675 -19%
NYLT
1417
New York Life Trust
New York
$341K -$33.4K -1,509 -9%
SS
1418
Simplicity Solutions
Minnesota
$341K +$117K +5,291 +52%
RCA
1419
Rex Capital Advisors
Rhode Island
$339K – – –
NQWM
1420
Northwest Quadrant Wealth Management
Oregon
$338K +$338K +14,636 New
SIC
1421
Shoker Investment Counsel
Ohio
$337K -$4.48K -203 -1%
NI
1422
Numeric Investors
Massachusetts
$336K +$336K +15,200 New
BIMC
1423
Benson Investment Management Company
Virginia
$333K +$333K +15,076 New
DIS
1424
Diversified Investment Strategies
Louisiana
$332K -$1.65M -74,679 -83%
PCC
1425
Park Circle Company
Maryland
$332K -$421K -19,000 -56%
55 56
57
58 59