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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 %
FCFS
1426
First Command Financial Services
Texas
$332K +$332K +14,999 New
FCB
1427
First Command Bank
Texas
$332K +$332K +14,999 New
FM
1428
Foster & Motley
Ohio
$332K +$332K +15,015 New
JC
1429
Jacobs & Co
California
$331K -$14.3K -650 -4%
SNT
1430
Security National Trust
West Virginia
$331K – – –
NFG
1431
Nadler Financial Group
Illinois
$331K +$331K +14,987 New
VWM
1432
Valley Wealth Managers
New Jersey
$329K +$45.9K +2,078 +16%
FWP
1433
FAS Wealth Partners
Kansas
$328K -$82.2K -3,720 -20%
PFM
1434
Parsec Financial Management
North Carolina
$327K +$1.55K +70 +0.5%
AIA
1435
Arbor Investment Advisors
North Carolina
$327K +$3.01K +136 +0.9%
MIM
1436
Midwest Investment Management
Ohio
$325K -$24.3K -1,100 -7%
AWM
1437
AE Wealth Management
Kansas
$325K +$325K +14,701 New
Fuller & Thaler Asset Management
1438
Fuller & Thaler Asset Management
California
$323K +$323K +14,600 New
LCM
1439
Logan Capital Management
Pennsylvania
$322K +$322K +14,571 New
SIG
1440
Sky Investment Group
Connecticut
$321K – – –
BWA
1441
Brave Warrior Advisors
New York
$321K – – –
ST
1442
Spinnaker Trust
Maine
$321K +$81.8K +3,700 +34%
HB
1443
Homrich & Berg
Georgia
$319K -$79.1K -3,579 -20%
TCOO
1444
Trust Company of Oklahoma
Oklahoma
$318K -$3.03K -137 -0.9%
ICA
1445
Infrastructure Capital Advisors
New York
$318K +$318K +14,400 New
LPIC
1446
LeJeune Puetz Investment Counsel
Michigan
$317K +$317K +14,323 New
GWS
1447
Glassman Wealth Services
Virginia
$316K +$2.21K +100 +0.7%
SWM
1448
SVA Wealth Management
Wisconsin
$315K – – –
CIAN
1449
Capstone Investment Advisors (Netherlands)
New York
$315K +$315K +14,255 New
AIA
1450
Allegis Investment Advisors
Idaho
$315K +$315K +14,257 New
56 57
58
59 60