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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 %
BIMC
1451
Benson Investment Management Company
Virginia
$366K – – –
SGS
1452
Sterling Global Strategies
California
$366K +$243 +10 +0.1%
SCA
1453
Sippican Capital Advisors
Massachusetts
$365K – – –
EMR
1454
Errol M. Rudman
$364K +$364K +15,000 New
DIS
1455
Diversified Investment Strategies
Louisiana
$360K – – –
FC
1456
Forte Capital
New York
$358K +$10.9K +448 +3%
NQWM
1457
Northwest Quadrant Wealth Management
Oregon
$357K -$2.14K -86 -0.6%
MIM
1458
Midwest Investment Management
Ohio
$357K – – –
SJL
1459
Shayne & Jacobs LLC
Tennessee
$357K – – –
BWM
1460
BigSur Wealth Management
Florida
$356K – – –
NFC
1461
Northeast Financial Consultants
Connecticut
$355K +$55.6K +2,290 +19%
BEAM
1462
Baker Ellis Asset Management
Washington
$354K +$48.5K +2,000 +16%
BWA
1463
Brave Warrior Advisors
New York
$353K – – –
SIG
1464
Sky Investment Group
Connecticut
$352K – – –
WVP
1465
Worth Venture Partners
New Jersey
$350K -$83.9K -3,460 -19%
TCOO
1466
Trust Company of Oklahoma
Oklahoma
$349K – – –
ACM
1467
Alethea Capital Management
Washington
$349K -$2.42K -100 -0.7%
TWA
1468
TCI Wealth Advisors
Arizona
$349K +$1.31K +54 +0.4%
AF
1469
Aldebaran Financial
$349K +$21.8K +900 +7%
AIA
1470
Arbor Investment Advisors
North Carolina
$348K +$1.12K +46 +0.3%
ST
1471
Sabal Trust
Florida
$348K +$2.52K +104 +0.7%
SG
1472
StoneX Group
New York
$348K +$348K +14,351 New
NAM
1473
North American Management
Massachusetts
$347K -$17K -700 -5%
LPIC
1474
LeJeune Puetz Investment Counsel
Michigan
$347K – – –
SWM
1475
SVA Wealth Management
Wisconsin
$346K -$73 -3 -0%
57 58
59
60 61