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Bank of America
BAC

Overview Fund Activity

1,721 hedge funds and large institutions have $149B invested in Bank of America in 2016 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 580 increasing their positions, 665 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,721
Holders Change
+212
Holders Change %
+14.05%
% of All Funds
43.09%
Holding in Top 10
260
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+89.78%
% of All Funds
6.51%
New
319
Increased
580
Reduced
665
Closed
79
Calls
$5.73B
Puts
$5.06B
Net Calls
+$675M
Net Calls Change
+$984M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$7.05B
2
State Street
State Street
Massachusetts
$10.3B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.52B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$674M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.89B

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88M
2
Dodge & Cox
Dodge & Cox
California
$4.16B
3
Harris Associates
Harris Associates
Illinois
$2.26B
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$775M
5
Capital World Investors
Capital World Investors
California
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAT
1551
First American Trust
California
$222K +$222K +10,021 New
WG
1552
Welch Group
Alabama
$221K +$50.9K +2,300 +30%
BIM
1553
Bridgecreek Investment Management
Oklahoma
$220K +$220K +9,950 New
MCM
1554
Maryland Capital Management
Maryland
$219K -$55.2K -2,495 -20%
GA
1555
Gateway Advisory
New Jersey
$219K -$13.9K -631 -6%
SIG
1556
Schaller Investment Group
North Carolina
$219K +$219K +9,925 New
WBG
1557
Wharton Business Group
Pennsylvania
$218K -$1.03M -46,735 -83%
TSW
1558
Thompson Siegel & Walmsley
Virginia
$218K -$9.41K -425 -4%
PIM
1559
Partner Investment Management
California
$218K +$218K +9,875 New
VST
1560
Van Strum & Towne
California
$217K +$217K +9,800 New
PFS
1561
Physicians Financial Services
North Carolina
$216K – – –
EAM
1562
Evanson Asset Management
California
$216K +$216K +9,764 New
SCA
1563
STALEY CAPITAL ADVISERS
Pennsylvania
$215K +$215K +9,710 New
PWSG
1564
Pacific Wealth Strategies Group
California
$215K +$215K +9,714 New
CIA
1565
CCM Investment Advisers
South Carolina
$213K -$222K -10,065 -51%
Diamond Hill Capital Management
1566
Diamond Hill Capital Management
Ohio
$213K -$23.4K -1,057 -10%
FNBOH
1567
First National Bank of Hutchinson
Kansas
$213K +$213K +9,659 New
GLA
1568
Good Life Advisors
Pennsylvania
$212K +$212K +9,158 New
HCM
1569
Hall Capital Management
Rhode Island
$212K +$212K +9,619 New
BHA
1570
Beech Hill Advisors
New York
$211K +$211K +9,550 New
MFBTD
1571
MB Financial Bank - Trust Department
Illinois
$210K +$192K +8,712 +1,089%
YU
1572
Yale University
Connecticut
$210K +$210K +9,500 New
AWMG
1573
Alliance Wealth Management Group
New Jersey
$209K +$209K +9,472 New
TPW
1574
Tiller Private Wealth
Pennsylvania
$208K +$208K +9,400 New
BFA
1575
Beaumont Financial Advisors
Massachusetts
$208K +$208K +9,424 New
61 62
63
64 65