BAC icon

Bank of America
BAC

Overview Fund Activity

1,779 hedge funds and large institutions have $184B invested in Bank of America in 2017 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 724 increasing their positions, 727 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+20
Holders Change %
+1.14%
% of All Funds
44.42%
Holding in Top 10
256
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.99%
% of All Funds
6.39%
New
112
Increased
724
Reduced
727
Closed
78
Calls
$4.07B
Puts
$5.43B
Net Calls
-$1.37B
Net Calls Change
-$796M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$17.2B
2
NEAM
New England Asset Management
Connecticut
+$532M
3
Goldman Sachs
Goldman Sachs
New York
+$242M
4
Ameriprise
Ameriprise
Minnesota
+$208M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$186M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$355M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$260M
4
State Street
State Street
Massachusetts
-$223M
5
PC
PointState Capital
New York
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1426
Colrain Capital
Massachusetts
$443K – – –
WP
1427
WealthSource Partners
California
$441K -$7.4K -292 -2%
RWA
1428
Ropes Wealth Advisors
Massachusetts
$441K – – –
WWM
1429
Willingdon Wealth Management
North Carolina
$441K +$2.56K +101 +0.6%
DWA
1430
Douglass Winthrop Advisors
New York
$441K +$112K +4,407 +34%
AR
1431
Advisory Research
Illinois
$440K +$95.8K +3,777 +28%
LCM
1432
Logan Capital Management
Pennsylvania
$439K – – –
SIC
1433
Shoker Investment Counsel
Ohio
$439K +$532 +21 +0.1%
BA
1434
Birinyi Associates
Connecticut
$437K -$431K -17,000 -50%
BTIS
1435
BB&T Investment Services
North Carolina
$436K +$148K +5,791 +51%
RA
1436
RFG Advisory
Alabama
$435K +$5.69K +220 +1%
Assenagon Asset Management
1437
Assenagon Asset Management
Luxembourg
$434K -$2.07M -81,846 -83%
PFS
1438
Physicians Financial Services
North Carolina
$434K – – –
IWM
1439
IHT Wealth Management
Illinois
$432K -$12.8K -495 -3%
EWM
1440
Empirical Wealth Management
Washington
$430K -$14.2K -561 -3%
FPCM
1441
Financial Partners Capital Management
New York
$430K -$10.1K -399 -2%
DBIA
1442
Dumont & Blake Investment Advisors
New Jersey
$427K -$25.3K -999 -6%
KTC
1443
Kistler-Tiffany Companies
Pennsylvania
$424K +$76 +3 +0%
JFA
1444
Johanson Financial Advisors
California
$424K +$19K +749 +5%
DIA
1445
Denver Investment Advisors
Colorado
$421K -$50.7K -2,000 -11%
BFG
1446
Barber Financial Group
Kansas
$419K -$46.2K -1,821 -10%
AL
1447
Aspiriant LLC
California
$418K -$87.3K -3,441 -17%
AHC
1448
Adell Harriman & Carpenter
Texas
$417K -$29.1K -1,150 -7%
BO
1449
BRR OpCo
Ohio
$416K +$25 +1 +0%
MWM
1450
Mission Wealth Management
California
$410K – – –
56 57
58
59 60