BAC icon

Bank of America
BAC

Overview Fund Activity

1,721 hedge funds and large institutions have $149B invested in Bank of America in 2016 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 580 increasing their positions, 665 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+212
Holders Change %
+14.05%
% of All Funds
43.09%
Holding in Top 10
260
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+89.78%
% of All Funds
6.51%
New
319
Increased
580
Reduced
665
Closed
79
Calls
$5.73B
Puts
$5.06B
Net Calls
+$675M
Net Calls Change
+$984M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$7.05B
2
State Street
State Street
Massachusetts
$10.3B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.52B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$674M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.89B

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88M
2
Dodge & Cox
Dodge & Cox
California
$4.16B
3
Harris Associates
Harris Associates
Illinois
$2.26B
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$775M
5
Capital World Investors
Capital World Investors
California
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFP
1501
Verus Financial Partners
Virginia
$257K +$110 +5 +0%
CT
1502
Clearstead Trust
Maine
$257K +$257K +11,610 New
AIM
1503
Acrospire Investment Management
Illinois
$256K +$2.21K +100 +0.9%
WPW
1504
Waldron Private Wealth
Pennsylvania
$255K -$409K -18,542 -62%
HCM
1505
Harvey Capital Management
Florida
$254K – – –
SFM
1506
Signature Financial Management
Virginia
$253K +$6.22K +282 +3%
DT
1507
Diversified Trust
Tennessee
$253K +$253K +11,428 New
LFA
1508
Landmark Financial Advisors
Kentucky
$252K -$26.6K -1,200 -10%
CG
1509
Colony Group
Massachusetts
$252K -$9.9K -447 -4%
IIM
1510
Ironwood Investment Management
Massachusetts
$250K -$8.15K -369 -3%
JIC
1511
Joel Isaacson & Co
New York
$250K +$27.8K +1,260 +13%
SBA
1512
Seven Bridges Advisors
New York
$250K +$250K +11,326 New
CCM
1513
Check Capital Management
California
$249K +$20K +907 +9%
AGA
1514
Accuvest Global Advisors
Utah
$248K -$718K -32,440 -74%
SA
1515
Strategic Advisors
New York
$248K -$3.31K -150 -1%
PMFA
1516
Plante Moran Financial Advisors
Michigan
$248K +$10.5K +475 +4%
SFG
1517
SNS Financial Group
Minnesota
$248K +$248K +11,216 New
LIC
1518
Lodestar Investment Counsel
Illinois
$248K +$248K +11,236 New
RPGK
1519
Retirement Planning Group (Kansas)
Kansas
$247K +$2.77K +125 +1%
WA
1520
Wealth Architects
California
$246K +$15.5K +703 +7%
PFA
1521
Pure Financial Advisors
California
$245K -$2.74K -124 -1%
BW
1522
Biegel & Waller
Maryland
$244K +$244K +10,406 New
TAM
1523
Timucuan Asset Management
Florida
$243K -$11.3K -510 -4%
ACM
1524
Alethea Capital Management
Washington
$243K +$243K +11,000 New
GCP
1525
GSA Capital Partners
United Kingdom
$242K -$389K -17,652 -62%
59 60
61
62 63