BAC icon

Bank of America
BAC

Overview Fund Activity

1,980 hedge funds and large institutions have $211B invested in Bank of America in 2017 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 779 increasing their positions, 711 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
+201
Holders Change %
+11.3%
% of All Funds
44.97%
Holding in Top 10
317
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+23.83%
% of All Funds
7.2%
New
308
Increased
779
Reduced
711
Closed
90
Calls
$5.15B
Puts
$6.54B
Net Calls
-$1.39B
Net Calls Change
-$21.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$916M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$840M
3
Deutsche Bank
Deutsche Bank
Germany
+$371M
4
AAMU
Amundi Asset Management US
Massachusetts
+$369M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$355M

Top Sellers

1
Korea Investment Corp
Korea Investment Corp
South Korea
-$2.02B
2
Dodge & Cox
Dodge & Cox
California
-$670M
3
Ameriprise
Ameriprise
Minnesota
-$472M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$467M
5
SC
Sculptor Capital
New York
-$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFM
1426
Viking Fund Management
North Dakota
$679K – – –
BA
1427
BKS Advisors
Michigan
$677K -$3.16K -107 -0.5%
PLFAM
1428
Pineno Levin & Ford Asset Management
Virginia
$674K -$9.95K -337 -1%
BWM
1429
Bernicke Wealth Management
Wisconsin
$666K +$44.6K +1,512 +7%
KJWM
1430
Kiley Juergens Wealth Management
Washington
$664K +$664K +22,517 New
FVCM
1431
F&V Capital Management
Florida
$660K – – –
MWM
1432
Merriman Wealth Management
Washington
$659K +$19.7K +668 +3%
IRC
1433
Investors Research Corp
Georgia
$657K +$657K +22,249 New
AZA
1434
Arthur Zaske & Associates
Michigan
$655K +$59K +2,000 +10%
BC
1435
Blueport Capital
Texas
$654K -$81.1K -2,746 -11%
CT
1436
Cambridge Trust
Massachusetts
$654K -$23.6K -800 -3%
HCMNY
1437
Howard Capital Management (New York)
New York
$653K – – –
JCM
1438
Janney Capital Management
Pennsylvania
$653K +$17.7K +600 +3%
SAM
1439
Smithbridge Asset Management
Pennsylvania
$653K +$30.9K +1,046 +5%
FA
1440
Fortis Advisors
Pennsylvania
$650K +$2.07K +70 +0.3%
CCT
1441
Country Club Trust
Missouri
$644K -$112K -3,804 -15%
FSCM
1442
Front Street Capital Management
Montana
$643K +$856 +29 +0.1%
AUB
1443
Atlantic Union Bankshares
Virginia
$642K +$4.6K +156 +0.7%
B
1444
Bailard
California
$641K -$45.7K -1,546 -7%
WA
1445
WealthTrust Axiom
Pennsylvania
$640K -$11.8K -400 -2%
UC
1446
Unio Capital
New Jersey
$640K +$640K +21,670 New
EWM
1447
Empirical Wealth Management
Washington
$639K +$139K +4,706 +28%
SSWM
1448
Smith Salley Wealth Management
North Carolina
$635K -$56K -1,897 -8%
AFG
1449
Albion Financial Group
Utah
$634K -$6.06K -205 -0.9%
HFM
1450
Hartford Financial Management
Connecticut
$633K +$6.4K +217 +1%
56 57
58
59 60