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Bank of America
BAC

Overview Fund Activity

1,759 hedge funds and large institutions have $160B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 759 increasing their positions, 669 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
43.92%
Holding in Top 10
251
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
6.27%
New
112
Increased
759
Reduced
669
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$369M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$291M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$282M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$233M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$491M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$472M
3
Lazard Asset Management
Lazard Asset Management
New York
-$449M
4
Dodge & Cox
Dodge & Cox
California
-$360M
5
State Street
State Street
Massachusetts
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
1501
AGF Investments Inc
Ontario, Canada
$316K +$316K +13,000 New
Grantham, Mayo, Van Otterloo & Co (GMO)
1502
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$315K +$24.2K +1,000 +8%
DWA
1503
Douglass Winthrop Advisors
New York
$315K +$60.6K +2,500 +24%
G
1504
GenTrust
Florida
$315K +$315K +12,967 New
SCM
1505
Stonebridge Capital Management
California
$312K – – –
B
1506
Bridgeworth
Alabama
$310K -$9.26K -374 -3%
CC
1507
Cedar Capital
Illinois
$310K +$88.3K +3,635 +40%
CPSAC
1508
Chas P. Smith & Associates (CPS)
Florida
$309K -$59.3K -2,446 -16%
LP
1509
LGL Partners
Pennsylvania
$309K – – –
LJHT
1510
Laurie J. Hall Trustee
$309K – – –
PCP
1511
Proficio Capital Partners
Massachusetts
$308K -$47.2K -1,924 -13%
PFM
1512
Parsec Financial Management
North Carolina
$306K -$40.9K -1,689 -12%
CCM
1513
Check Capital Management
California
$303K +$49 +2 +0%
ECM
1514
Evergreen Capital Management
Washington
$303K +$303K +12,495 New
TCM
1515
Tradewinds Capital Management
Washington
$302K +$2.45K +101 +0.8%
CHAM
1516
Clear Harbor Asset Management
Connecticut
$302K +$28.5K +1,171 +10%
CBN
1517
Cadence Bank NA
Texas
$300K +$300K +12,382 New
UF
1518
Univest Financial
Pennsylvania
$299K -$437 -18 -0.1%
MBI
1519
Montrusco Bolton Investments
Quebec, Canada
$297K -$8.71K -359 -3%
WFG
1520
Wills Financial Group
Virginia
$296K – – –
AI
1521
Accredited Investors
Minnesota
$295K -$583 -24 -0.2%
LCM
1522
Leisure Capital Management
California
$295K +$80.1K +3,300 +37%
ICA
1523
Infrastructure Capital Advisors
New York
$294K -$221K -9,100 -43%
MPIA
1524
Mountain Pacific Investment Advisers
Idaho
$294K -$7.28K -300 -2%
DCM
1525
Dynamic Capital Management
Jersey
$294K +$294K +12,100 New
59 60
61
62 63