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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
ST
1501
Spinnaker Trust
Maine
$316K -$20.7K -886 -6%
LIC
1502
Lodestar Investment Counsel
Illinois
$316K +$19.8K +849 +7%
AII
1503
AGF Investments Inc
Ontario, Canada
$316K +$303K +13,000 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1504
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$315K +$23.3K +1,000 +8%
DWA
1505
Douglass Winthrop Advisors
New York
$315K +$58.3K +2,500 +24%
G
1506
GenTrust
Florida
$315K +$302K +12,967 New
SCM
1507
Stonebridge Capital Management
California
$312K
B
1508
Bridgeworth
Alabama
$310K -$8.72K -374 -3%
CC
1509
Cedar Capital
Illinois
$310K +$84.8K +3,635 +40%
CPSAC
1510
Chas P. Smith & Associates (CPS)
Florida
$309K -$57K -2,446 -16%
LP
1511
LGL Partners
Pennsylvania
$309K
LJHT
1512
Laurie J. Hall Trustee
$309K
PCP
1513
Proficio Capital Partners
Massachusetts
$308K -$44.9K -1,924 -13%
PFM
1514
Parsec Financial Management
North Carolina
$306K -$39.4K -1,689 -12%
CCM
1515
Check Capital Management
California
$303K +$47 +2 +0%
ECM
1516
Evergreen Capital Management
Washington
$303K +$291K +12,495 New
TCM
1517
Tradewinds Capital Management
Washington
$302K +$2.35K +101 +0.8%
CHAM
1518
Clear Harbor Asset Management
Connecticut
$302K +$27.3K +1,171 +10%
CBN
1519
Cadence Bank NA
Texas
$300K +$289K +12,382 New
UF
1520
Univest Financial
Pennsylvania
$299K -$420 -18 -0.1%
MBI
1521
Montrusco Bolton Investments
Quebec, Canada
$297K -$8.37K -359 -3%
WFG
1522
Wills Financial Group
Virginia
$296K
AI
1523
Accredited Investors
Minnesota
$295K -$560 -24 -0.2%
LCM
1524
Leisure Capital Management
California
$295K +$76.9K +3,300 +37%
ICA
1525
Infrastructure Capital Advisors
New York
$294K -$212K -9,100 -43%

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.