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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 %
AOWM
1451
Alpha Omega Wealth Management
Virginia
$631K -$5.32K -180 -0.8%
EFSCE
1452
Enterprise Financial Services Corp (EFSC)
Missouri
$626K -$20.3K -688 -3%
IBOK
1453
Independence Bank of Kentucky
Kentucky
$625K +$625K +21,179 New
BTIS
1454
BB&T Investment Services
North Carolina
$623K +$118K +3,983 +23%
PIC
1455
Portland Investment Counsel
Ontario, Canada
$620K +$620K +21,000 New
PP
1456
Professional Planning
California
$619K +$619K +20,971 New
SCM
1457
SKBA Capital Management
California
$618K -$29.5K -1,000 -5%
DAC
1458
Dividend Assets Capital
South Carolina
$618K +$42.8K +1,450 +7%
WAG
1459
Winthrop Advisory Group
Massachusetts
$611K +$611K +20,014 New
AAM
1460
Augustine Asset Management
Florida
$611K +$611K +20,716 New
TFA
1461
Toth Financial Advisory
Virginia
$610K -$6.35K -215 -1%
HMS
1462
Hanseatic Management Services
New Mexico
$609K – – –
AWM
1463
AllSquare Wealth Management
New York
$607K +$4.22K +143 +0.7%
WP
1464
WealthPLAN Partners
Nebraska
$600K +$14K +475 +2%
DCM
1465
Donaldson Capital Management
Indiana
$595K -$271K -9,163 -31%
GC
1466
Gratus Capital
Georgia
$593K -$85.5K -2,898 -13%
CA
1467
Capital Advantage
California
$590K -$59K -1,998 -9%
MFP
1468
Michael F. Price
$590K – – –
ECM
1469
Evergreen Capital Management
Washington
$589K -$270K -9,150 -31%
ISB
1470
Iowa State Bank
Iowa
$589K -$88.9K -3,013 -13%
FCFS
1471
First Command Financial Services
Texas
$589K +$53.3K +1,807 +10%
FCB
1472
First Command Bank
Texas
$589K +$53.3K +1,807 +10%
LGC
1473
Laurel Grove Capital
California
$583K -$620K -21,000 -52%
BG
1474
Bahl & Gaynor
Ohio
$583K +$184K +6,225 +46%
WPW
1475
Winthrop Partners - WNY
New York
$582K +$582K +17,797 New
57 58
59
60 61