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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
MPIA
1526
Mountain Pacific Investment Advisers
Idaho
$294K -$7K -300 -2%
DCM
1527
Dynamic Capital Management
Jersey
$294K +$282K +12,100 New
DWM
1528
Doyle Wealth Management
Florida
$293K +$25.6K +1,100 +10%
MBT
1529
Monroe Bank & Trust
Michigan
$291K +$163 +7 +0.1%
DT
1530
Diversified Trust
Tennessee
$291K +$303 +13 +0.1%
WKWM
1531
Walter & Keenan Wealth Management
Indiana
$291K +$280K +12,000 New
MBTD
1532
Mechanics Bank - Trust Department
California
$290K +$29.7K +1,275 +12%
EWA
1533
EP Wealth Advisors
California
$289K +$278K +11,918 New
WAM
1534
Weatherly Asset Management
California
$288K -$3.5K -150 -1%
SCA
1535
Secor Capital Advisors
New York
$280K -$3.12M -133,801 -92%
GWS
1536
Glassman Wealth Services
Virginia
$279K -$13.3K -571 -5%
CT
1537
Clearstead Trust
Maine
$278K -$31.5K -1,350 -11%
GKWIM
1538
Gerber Kawasaki Wealth & Investment Management
California
$278K +$2.29K +98 +0.9%
PFA
1539
Pure Financial Advisors
California
$277K -$3.26K -140 -1%
RFA
1540
Reilly Financial Advisors
California
$276K +$118K +5,065 +80%
CPA
1541
Clear Perspective Advisors
Illinois
$276K +$210K +9,000 +378%
PMFA
1542
Plante Moran Financial Advisors
Michigan
$275K -$6.06K -260 -2%
AWMG
1543
Alliance Wealth Management Group
New Jersey
$275K +$44.5K +1,908 +20%
BTIS
1544
BB&T Investment Services
North Carolina
$275K +$153K +6,542 +139%
SHWM
1545
Smith & Howard Wealth Management
Georgia
$274K +$3.01K +129 +1%
RPGK
1546
Retirement Planning Group (Kansas)
Kansas
$273K -$1.35K -58 -0.5%
BCM
1547
Boltwood Capital Management
California
$273K
OIA
1548
OneDigital Investment Advisors
Kansas
$273K +$262K +11,255 New
IIM
1549
Ironwood Investment Management
Massachusetts
$271K -$3.89K -167 -1%
JWA
1550
JFS Wealth Advisors
Pennsylvania
$270K -$19.7K -844 -7%

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.