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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 %
CIC
1451
Crawford Investment Counsel
Georgia
$314K +$4.49K +203 +1%
CW
1452
Cobiz Wealth
Colorado
$314K +$20.2K +915 +7%
IP
1453
Investment Partners
Ohio
$309K -$528K -23,866 -63%
B
1454
Bridgeworth
Alabama
$308K +$308K +13,370 New
GCA
1455
Guardian Capital Advisors
Ontario, Canada
$304K +$11.6K +513 +4%
LBC
1456
Lowe Brockenbrough & Co
Virginia
$303K – – –
MCA
1457
Mercer Capital Advisers
New Jersey
$301K -$69.5K -3,147 -19%
SCM
1458
Stonebridge Capital Management
California
$299K +$299K +13,550 New
WP
1459
WealthSource Partners
California
$298K -$88.5K -4,002 -23%
GAM
1460
Gemmer Asset Management
California
$298K -$19.9K -900 -6%
WAM
1461
Weatherly Asset Management
California
$295K -$19.7K -892 -6%
KPCM
1462
Kings Point Capital Management
New York
$295K – – –
BT
1463
Brandywine Trust
Delaware
$295K – – –
UF
1464
Univest Financial
Pennsylvania
$295K +$5.35K +242 +2%
FC
1465
Forte Capital
New York
$294K +$16.8K +761 +6%
NAM
1466
North American Management
Massachusetts
$293K – – –
BFPW
1467
BOK Financial Private Wealth
Colorado
$292K – – –
HH
1468
H7 Holdings
Virginia
$291K +$291K +13,153 New
NSB
1469
Norway Savings Bank
Maine
$291K +$291K +13,189 New
AP
1470
Atwood & Palmer
Missouri
$289K – – –
FSCM
1471
Front Street Capital Management
Montana
$288K – – –
KTC
1472
Kistler-Tiffany Companies
Pennsylvania
$288K +$44 +2 +0%
FWM
1473
FFT Wealth Management
Pennsylvania
$287K -$55.2K -2,500 -16%
KFA
1474
Kays Financial Advisory
Georgia
$287K +$92.9K +4,221 +48%
MPI
1475
Mairs & Power Inc
Minnesota
$286K -$2.7K -122 -0.9%
57 58
59
60 61