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Bank of America

1,761 hedge funds and large institutions have $161B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 759 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

13% more repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 670

1.27% more ownership

Funds ownership: 65.24%66.51% (+1.3%)

2% more capital invested

Capital invested by funds: $157B → $161B (+$3.48B)

0% more funds holding

Funds holding: 1,7591,761 (+2)

0% more funds holding in top 10

Funds holding in top 10: 251251 (0)

12% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.9B

Holders
1,761
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
43.9%
Holding in Top 10
251
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
6.26%
New
113
Increased
759
Reduced
670
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
126
Brandes Investment Partners
California
$164M -$28.7M -1,231,557 -15%
SCM
127
Shapiro Capital Management
Georgia
$163M -$4.83M -207,100 -3%
Teacher Retirement System of Texas
128
Teacher Retirement System of Texas
Texas
$162M -$7.74M -332,123 -5%
Luther King Capital Management (LKCM)
129
Luther King Capital Management (LKCM)
Texas
$157M +$20.8M +890,001 +16%
Citadel Advisors
130
Citadel Advisors
Florida
$154M -$10.8M -463,527 -7%
BS
131
Banco Santander
Spain
$154M +$126M +5,417,492 +584%
FAM
132
Fred Alger Management
New York
$153M -$12.5M -537,087 -8%
KBC Group
133
KBC Group
Belgium
$153M +$14.1M +603,210 +11%
IGIM
134
I.G. Investment Management
Manitoba, Canada
$150M +$43.6M +1,870,400 +43%
Brown Advisory
135
Brown Advisory
Maryland
$149M +$39.5M +1,692,718 +38%
RCAMU
136
Rothschild & Co Asset Management US
Connecticut
$149M +$5.87M +251,602 +4%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$148M -$295K -12,643 -0.2%
WRF
138
Waddell & Reed Financial
Kansas
$147M -$74.9M -3,211,157 -35%
AAM
139
Aberdeen Asset Management
United Kingdom
$146M +$7.29M +312,462 +5%
GIA
140
Gateway Investment Advisers
Ohio
$144M -$4.9M -210,276 -3%
RJA
141
Raymond James & Associates
Florida
$142M +$12.3M +527,424 +10%
SCM
142
Sirios Capital Management
Massachusetts
$140M -$19.3M -829,718 -13%
Federated Hermes
143
Federated Hermes
Pennsylvania
$138M -$10.2M -439,428 -7%
Swedbank
144
Swedbank
Sweden
$138M +$8.41M +360,702 +7%
US Bancorp
145
US Bancorp
Minnesota
$137M +$2.5M +107,011 +2%
Lord, Abbett & Co
146
Lord, Abbett & Co
New Jersey
$130M +$46M +1,971,715 +58%
EVM
147
Eaton Vance Management
Massachusetts
$130M +$45.3M +1,941,655 +57%
HP
148
Hosking Partners
United Kingdom
$126M +$1.95M +83,636 +2%
CM
149
Corvex Management
New York
$126M +$14.5M +620,000 +14%
HCM
150
Hoplite Capital Management
New York
$122M +$24.9M +1,065,827 +27%

BAC Hedge Fund Activity: Q2 2017 in Review

1,761 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2017, worth a combined $161B — up 2.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 96 closed out — a net gain of 17 holders — while 759 added to existing stakes and 670 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $355M. The largest seller was Fisher Asset Management, cutting an estimated $472M.

  • 1,761 institutional investors held Bank of America (BAC) as of Q2 2017, up from 1,759 in Q1 2017.
  • Funds reported $161B of Bank of America stock for Q2 2017, up 2.2% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q2 2017 and 96 closed out, a net change of +17 holders.
  • The largest Bank of America buyer in Q2 2017 was Balyasny Asset Management, an estimated $355M added.
  • The largest Bank of America seller in Q2 2017 was Fisher Asset Management, an estimated $472M sold.

Based on aggregated 13F filings for Q2 2017.