BAC icon

Bank of America
BAC

Overview Fund Activity

1,759 hedge funds and large institutions have $160B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 759 increasing their positions, 669 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
43.92%
Holding in Top 10
251
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
6.27%
New
112
Increased
759
Reduced
669
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$282M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$233M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$491M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$472M
3
Lazard Asset Management
Lazard Asset Management
New York
-$449M
4
Dodge & Cox
Dodge & Cox
California
-$360M
5
State Street
State Street
Massachusetts
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAA
1401
Southeast Asset Advisors
Georgia
$438K -$229K -9,445 -34%
RVPG
1402
Relative Value Partners Group
$437K -$5.49K -226 -1%
DBIA
1403
Dumont & Blake Investment Advisors
New Jersey
$433K -$24.2K -999 -5%
BWM
1404
Bernicke Wealth Management
Wisconsin
$433K +$171K +7,038 +65%
LBC
1405
Lowe Brockenbrough & Co
Virginia
$431K -$12.7K -522 -3%
WP
1406
WealthSource Partners
California
$430K -$12.3K -505 -3%
AHC
1407
Adell Harriman & Carpenter
Texas
$427K -$4.85K -200 -1%
LIM
1408
Leavell Investment Management
Alabama
$427K -$1.82K -75 -0.4%
III
1409
Independent Investors Inc
New York
$426K +$2.42K +100 +0.6%
CIR
1410
Clear Investment Research
Georgia
$426K +$402K +16,578 +1,658%
CC
1411
Colrain Capital
Massachusetts
$425K -$376K -15,500 -47%
FIM
1412
Foresters Investment Management
New York
$425K -$115K -4,725 -21%
EWM
1413
Empirical Wealth Management
Washington
$425K +$89.9K +3,706 +27%
RWA
1414
Ropes Wealth Advisors
Massachusetts
$423K +$124K +5,120 +42%
FPCM
1415
Financial Partners Capital Management
New York
$421K – – –
LCM
1416
Logan Capital Management
Pennsylvania
$421K +$65.7K +2,706 +18%
WWM
1417
Willingdon Wealth Management
North Carolina
$420K -$62.4K -2,572 -13%
SIC
1418
Shoker Investment Counsel
Ohio
$420K +$87K +3,586 +26%
PFS
1419
Physicians Financial Services
North Carolina
$416K +$106K +4,348 +34%
SWM
1420
Segment Wealth Management
Texas
$416K +$108K +4,427 +35%
CPIM
1421
Columbia Partners Investment Management
Virginia
$414K -$290K -11,987 -41%
RA
1422
RFG Advisory
Alabama
$413K +$413K +16,613 New
BCM
1423
Bourgeon Capital Management
Connecticut
$412K +$412K +17,002 New
LIA
1424
LBMC Investment Advisors
Tennessee
$409K +$1.24K +51 +0.3%
SCM
1425
Southport Capital Management
Tennessee
$408K +$104K +4,301 +34%
55 56
57
58 59