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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
LFA
1551
Landmark Financial Advisors
Kentucky
$269K +$513 +22 +0.2%
CIM
1552
Confluence Investment Management
Missouri
$268K +$257K +11,037 New
AB
1553
Atlas Brown
Kentucky
$267K -$13.8K -592 -5%
TAM
1554
Timucuan Asset Management
Florida
$267K
SFG
1555
SNS Financial Group
Minnesota
$266K -$65.7K -2,817 -20%
LA
1556
LVW Advisors
New York
$265K -$2.17K -93 -0.8%
PK
1557
Pflug Koory
Nebraska
$265K
DBT
1558
Dubuque Bank & Trust
Iowa
$265K +$40.2K +1,724 +19%
CWM
1559
CMH Wealth Management
New Hampshire
$265K +$251K +10,780 New
AA
1560
Ancora Advisors
Ohio
$264K -$14.9K -640 -6%
WF
1561
WealthTrust Fairport
Ohio
$263K
SFI
1562
SPC Financial Inc
Maryland
$263K +$252K +10,825 New
GAM
1563
Gemmer Asset Management
California
$260K -$56.1K -2,408 -18%
NCM
1564
Nelson Capital Management
California
$260K
HCM
1565
Howland Capital Management
Massachusetts
$259K +$8.81K +378 +4%
EAM
1566
Evanson Asset Management
California
$259K +$13.6K +585 +6%
IIM
1567
Ipswich Investment Management
Massachusetts
$259K +$18.7K +800 +8%
HL
1568
HeadInvest LLC
Maine
$258K +$46.6K +2,000 +23%
JFGLC
1569
Johnson Financial Group LLC (Colorado)
Colorado
$257K +$9.28K +398 +4%
EF
1570
Empirical Finance
Pennsylvania
$256K +$245K +10,525 New
BW
1571
Biegel & Waller
Maryland
$255K +$34.7K +1,488 +16%
CM
1572
Capital Management
Virginia
$252K +$769 +33 +0.3%
JIC
1573
Joel Isaacson & Co
New York
$251K -$23.1K -990 -9%
WAS
1574
WESPAC Advisors SoCal
California
$251K
WPW
1575
Waldron Private Wealth
Pennsylvania
$250K -$332K -14,241 -58%

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.