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Bank of America
BAC

Overview Fund Activity

1,439 hedge funds and large institutions have $102B invested in Bank of America in 2015 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 634 increasing their positions, 493 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,439
Holders Change
+18
Holders Change %
+1.27%
% of All Funds
40.22%
Holding in Top 10
151
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.21%
% of All Funds
4.22%
New
121
Increased
634
Reduced
493
Closed
88
Calls
$2.53B
Puts
$3.19B
Net Calls
-$659M
Net Calls Change
-$119M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
$466M
2
AL
AJO LP
Pennsylvania
$492M
3
Lazard Asset Management
Lazard Asset Management
New York
$335M
4
Jennison Associates
Jennison Associates
New York
$481M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.33B

Top Sellers

1
FCM
Fairholme Capital Management
Florida
$429M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$968M
3
Citigroup
Citigroup
New York
$720M
4
IC
Institutional Capital
Illinois
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$4.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
1501
Biondo Investment Advisors
Pennsylvania
– -$231K -13,600 Closed
BCM
1502
Bourgeon Capital Management
Connecticut
– -$225K -13,202 Closed
TSS
1503
Two Sigma Securities
New York
– -$224K -13,174 Closed
WSC
1504
Wellington Shields & Co
New York
– -$223K -13,131 Closed
BFPW
1505
BOK Financial Private Wealth
Colorado
– -$221K -12,966 Closed
CCT
1506
Capital City Trust
Florida
– -$218K -12,800 Closed
LNC
1507
Lincoln National Corp
Pennsylvania
– -$216K -11,921 Closed
SFS
1508
Summit Financial Strategies
Ohio
– -$194K -11,408 Closed
DT
1509
Diversified Trust
Tennessee
– -$189K -11,094 Closed
VHAM
1510
Van Hulzen Asset Management
California
– -$181K -10,613 Closed
VIP
1511
Vantage Investment Partners
Missouri
– -$180K -10,552 Closed
HB
1512
Homrich & Berg
Georgia
– -$171K -10,029 Closed
OAM
1513
Orinda Asset Management
California
– -$117K -6,854 Closed
MP
1514
Manifold Partners
California
– -$102K -5,994 Closed
RA
1515
RFG Advisory
Alabama
– -$92K -5,428 Closed
AWA
1516
AmeriServ Wealth Advisors
Pennsylvania
– -$61K -3,603 Closed
AIM
1517
Arcadia Investment Management
Michigan
– -$35K -2,100 Closed
SFWA
1518
Summit Financial Wealth Advisors
Louisiana
– -$19K -1,150 Closed
FCT
1519
Family Capital Trust
Massachusetts
– -$19K -1,110 Closed
FNYS
1520
First New York Securities
New York
– -$17K -1,000 Closed
TRCT
1521
Tower Research Capital (TRC)
New York
– -$7K -400 Closed
ANBT
1522
American National Bank & Trust
Texas
– -$6K -370 Closed
RCWMU
1523
Rothschild & Co Wealth Management (UK)
United Kingdom
– -$3K -172 Closed
CTB
1524
Country Trust Bank
Illinois
– -$1K -75 Closed
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