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Bank of America
BAC

Overview Fund Activity

1,980 hedge funds and large institutions have $211B invested in Bank of America in 2017 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 779 increasing their positions, 711 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
+201
Holders Change %
+11.3%
% of All Funds
44.97%
Holding in Top 10
317
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+23.83%
% of All Funds
7.2%
New
308
Increased
779
Reduced
711
Closed
90
Calls
$5.15B
Puts
$6.54B
Net Calls
-$1.39B
Net Calls Change
-$21.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$916M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$840M
3
Deutsche Bank
Deutsche Bank
Germany
+$371M
4
AAMU
Amundi Asset Management US
Massachusetts
+$369M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$355M

Top Sellers

1
Korea Investment Corp
Korea Investment Corp
South Korea
-$2.02B
2
Dodge & Cox
Dodge & Cox
California
-$670M
3
Ameriprise
Ameriprise
Minnesota
-$472M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$467M
5
SC
Sculptor Capital
New York
-$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
1526
TCI Wealth Advisors
Arizona
$506K +$80.4K +2,724 +19%
CA
1527
Continuum Advisory
Idaho
$504K +$73.6K +2,494 +17%
AR
1528
Advisory Research
Illinois
$503K -$9.75K -330 -2%
SIC
1529
Shoker Investment Counsel
Ohio
$502K -$9.59K -325 -2%
TDC
1530
Thompson Davis & Co
Virginia
$496K -$598K -20,260 -55%
WWM
1531
Willingdon Wealth Management
North Carolina
$496K -$18.3K -618 -4%
DWA
1532
Douglass Winthrop Advisors
New York
$494K -$19.9K -675 -4%
BFG
1533
Barber Financial Group
Kansas
$494K +$5.91K +200 +1%
MC
1534
Miles Capital
Iowa
$492K -$28.8K -975 -6%
DBIA
1535
Dumont & Blake Investment Advisors
New Jersey
$491K -$5.81K -197 -1%
OPWM
1536
Oak Point Wealth Management
Michigan
$491K +$491K +16,635 New
BIM
1537
Bridges Investment Management
Nebraska
$485K +$485K +16,421 New
GCA
1538
Gradient Capital Advisors
California
$483K +$483K +16,345 New
AP
1539
Atwood & Palmer
Missouri
$482K +$83.9K +2,842 +21%
TFF
1540
The Family Firm
Maryland
$482K +$226K +7,667 +89%
BA
1541
Birinyi Associates
Connecticut
$480K -$29.5K -1,000 -6%
CBN
1542
Cadence Bank NA
Texas
$479K +$54.6K +1,847 +13%
PHAM
1543
Palisades Hudson Asset Management
Florida
$476K -$112K -3,791 -19%
CGL
1544
Clarius Group LLC
Washington
$475K +$2.21K +75 +0.5%
POIA
1545
Pin Oak Investment Advisors
Texas
$473K +$473K +16,035 New
CWP
1546
Capital Wealth Planning
Florida
$472K -$249K -8,444 -35%
JFA
1547
JNBA Financial Advisors
Minnesota
$472K – – –
BCM
1548
Becker Capital Management
Oregon
$470K -$7.21K -244 -2%
OLA
1549
Oliver Luxxe Assets
New Jersey
$470K – – –
AIA
1550
Arbor Investment Advisors
North Carolina
$470K +$15.7K +531 +3%
60 61
62
63 64