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Bank of America

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
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
1526
Doyle Wealth Management
Florida
$293K +$26.7K +1,100 +10%
MBT
1527
Monroe Bank & Trust
Michigan
$291K +$170 +7 +0.1%
DT
1528
Diversified Trust
Tennessee
$291K +$315 +13 +0.1%
WKWM
1529
Walter & Keenan Wealth Management
Indiana
$291K +$291K +12,000 New
MBTD
1530
Mechanics Bank - Trust Department
California
$290K +$30.9K +1,275 +12%
EWA
1531
EP Wealth Advisors
California
$289K +$289K +11,918 New
WAM
1532
Weatherly Asset Management
California
$288K -$3.65K -150 -1%
SCA
1533
Secor Capital Advisors
New York
$280K -$3.24M -133,801 -92%
GWS
1534
Glassman Wealth Services
Virginia
$279K -$13.9K -571 -5%
CT
1535
Clearstead Trust
Maine
$278K -$32.8K -1,350 -11%
GKWIM
1536
Gerber Kawasaki Wealth & Investment Management
California
$278K +$2.44K +98 +0.9%
PFA
1537
Pure Financial Advisors
California
$277K -$3.39K -140 -1%
RFA
1538
Reilly Financial Advisors
California
$276K +$123K +5,065 +80%
CPA
1539
Clear Perspective Advisors
Illinois
$276K +$218K +9,000 +378%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$275K -$6.32K -260 -2%
AWMG
1541
Alliance Wealth Management Group
New Jersey
$275K +$46.1K +1,908 +20%
BTIS
1542
BB&T Investment Services
North Carolina
$275K +$160K +6,542 +139%
SHWM
1543
Smith & Howard Wealth Management
Georgia
$274K +$3.13K +129 +1%
RPGK
1544
Retirement Planning Group (Kansas)
Kansas
$273K -$1.41K -58 -0.5%
BCM
1545
Boltwood Capital Management
California
$273K
OIA
1546
OneDigital Investment Advisors
Kansas
$273K +$273K +11,255 New
IIM
1547
Ironwood Investment Management
Massachusetts
$271K -$4.06K -167 -1%
JWA
1548
JFS Wealth Advisors
Pennsylvania
$270K -$20.5K -844 -7%
LFA
1549
Landmark Financial Advisors
Kentucky
$269K +$532 +22 +0.2%
CIM
1550
Confluence Investment Management
Missouri
$268K +$268K +11,037 New