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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 %
VWM
1451
Valley Wealth Managers
New Jersey
$410K +$182K +7,194 +80%
BCM
1452
Becker Capital Management
Oregon
$409K – – –
SFG
1453
Summit Financial Group
West Virginia
$409K – – –
CGL
1454
Clarius Group LLC
Washington
$406K -$407K -16,047 -50%
PTCG
1455
Pring Turner Capital Group
California
$406K +$51 +2 +0%
JFA
1456
JNBA Financial Advisors
Minnesota
$405K – – –
OLA
1457
Oliver Luxxe Assets
New Jersey
$404K – – –
FC
1458
Ferris Capital
Massachusetts
$400K – – –
SKK
1459
Shepherd Kaplan Krochuk
Massachusetts
$396K – – –
HCM
1460
Howland Capital Management
Massachusetts
$391K +$121K +4,752 +45%
WCA
1461
Waratah Capital Advisors
Ontario, Canada
$390K -$1.26M -49,955 -76%
SGS
1462
Sterling Global Strategies
California
$390K +$7.83K +309 +2%
AIA
1463
Arbor Investment Advisors
North Carolina
$390K +$26.6K +1,050 +7%
FC
1464
Forte Capital
New York
$388K +$13.9K +550 +4%
IP
1465
Investment Partners
Ohio
$387K -$4.62K -182 -1%
SWM
1466
Segment Wealth Management
Texas
$386K -$47.5K -1,875 -11%
BCM
1467
Bourgeon Capital Management
Connecticut
$385K -$46.4K -1,828 -11%
CCA
1468
Clearwater Capital Advisors
Illinois
$385K -$6.72K -260 -2%
ST
1469
Spinnaker Trust
Maine
$384K +$54.6K +2,160 +17%
BIMC
1470
Benson Investment Management Company
Virginia
$382K – – –
SCA
1471
Sippican Capital Advisors
Massachusetts
$381K – – –
FNBSF
1472
First National Bank Sioux Falls
South Dakota
$380K -$114K -4,500 -23%
DRZID
1473
DePrince Race & Zollo Inc (DRZ)
Florida
$380K +$380K +15,000 New
DIS
1474
Diversified Investment Strategies
Louisiana
$376K – – –
FIAS
1475
FinTrust Investment Advisory Services
South Carolina
$376K +$376K +14,855 New
57 58
59
60 61