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Bank of America
BAC

Overview Fund Activity

1,779 hedge funds and large institutions have $184B invested in Bank of America in 2017 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 724 increasing their positions, 727 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+20
Holders Change %
+1.14%
% of All Funds
44.42%
Holding in Top 10
256
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.99%
% of All Funds
6.39%
New
112
Increased
724
Reduced
727
Closed
78
Calls
$4.07B
Puts
$5.43B
Net Calls
-$1.37B
Net Calls Change
-$796M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$17.2B
2
NEAM
New England Asset Management
Connecticut
+$532M
3
Goldman Sachs
Goldman Sachs
New York
+$242M
4
Ameriprise
Ameriprise
Minnesota
+$208M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$186M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$355M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$260M
4
State Street
State Street
Massachusetts
-$223M
5
PC
PointState Capital
New York
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1551
Cedar Capital
Illinois
$291K -$32.6K -1,288 -10%
UF
1552
Univest Financial
Pennsylvania
$291K -$21.3K -839 -7%
VFP
1553
Verus Financial Partners
Virginia
$291K +$37.7K +1,489 +15%
CT
1554
Clearstead Trust
Maine
$290K – – –
AGM
1555
Alpine Global Management
New York
$289K +$289K +11,420 New
CPA
1556
Clear Perspective Advisors
Illinois
$288K – – –
WKWM
1557
Walter & Keenan Wealth Management
Indiana
$286K -$17.7K -700 -6%
CIA
1558
CCM Investment Advisers
South Carolina
$286K +$46.8K +1,850 +20%
AI
1559
Accredited Investors
Minnesota
$283K -$24.7K -975 -8%
IIM
1560
Ironwood Investment Management
Massachusetts
$283K – – –
JWA
1561
JFS Wealth Advisors
Pennsylvania
$283K +$609 +24 +0.2%
IC
1562
Intersect Capital
California
$283K +$69.1K +2,726 +32%
BCM
1563
Boltwood Capital Management
California
$282K -$2.78K -110 -1%
LFA
1564
Landmark Financial Advisors
Kentucky
$282K +$532 +21 +0.2%
RWM
1565
RKL Wealth Management
Pennsylvania
$281K +$281K +10,869 New
TAM
1566
Timucuan Asset Management
Florida
$279K – – –
AB
1567
Atlas Brown
Kentucky
$279K – – –
WAS
1568
WESPAC Advisors SoCal
California
$279K +$17.4K +690 +7%
PK
1569
Pflug Koory
Nebraska
$277K – – –
WAP
1570
Wealthcare Advisory Partners
Pennsylvania
$276K +$276K +10,880 New
GKWIM
1571
Gerber Kawasaki Wealth & Investment Management
California
$275K -$14.2K -549 -5%
EAM
1572
Evanson Asset Management
California
$274K +$4.15K +164 +2%
AAM
1573
Aureus Asset Management
Massachusetts
$274K +$13.5K +532 +5%
DAM
1574
Delta Asset Management
Tennessee
$268K +$15.2K +600 +6%
AWA
1575
ARS Wealth Advisors
Florida
$268K +$20.9K +827 +8%
61 62
63
64 65