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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 %
CC
1551
Cedar Capital
Illinois
$465K +$126K +4,276 +37%
4IG
1552
440 Investment Group
Kansas
$465K +$465K +15,754 New
IHL
1553
Investment House LLC
California
$464K -$900K -30,533 -66%
BWFA
1554
Baltimore-Washington Financial Advisors
Maryland
$463K +$463K +15,713 New
SKK
1555
Shepherd Kaplan Krochuk
Massachusetts
$461K – – –
AWA
1556
ARS Wealth Advisors
Florida
$461K +$148K +5,020 +47%
B
1557
Brightworth
Georgia
$458K -$61.7K -2,089 -12%
SGS
1558
Sterling Global Strategies
California
$456K +$1.92K +65 +0.4%
ST
1559
Sabal Trust
Florida
$456K +$27.1K +916 +6%
AWM
1560
Altium Wealth Management
New York
$456K +$456K +15,448 New
TWM
1561
Titus Wealth Management
California
$453K +$453K +15,395 New
SA
1562
Sicart Associates
New York
$449K +$449K +15,200 New
DWM
1563
Doyle Wealth Management
Florida
$446K +$54.9K +1,861 +14%
SICM
1564
Sustainable Insight Capital Management
New York
$446K +$446K +15,100 New
BIMC
1565
Benson Investment Management Company
Virginia
$445K – – –
SFG
1566
Summit Financial Group
West Virginia
$444K -$31.6K -1,073 -7%
SWM
1567
Segment Wealth Management
Texas
$443K -$6.46K -219 -1%
FNBSF
1568
First National Bank Sioux Falls
South Dakota
$442K – – –
SCA
1569
Sippican Capital Advisors
Massachusetts
$441K -$2.95K -100 -0.7%
KTC
1570
Kistler-Tiffany Companies
Pennsylvania
$440K -$53.4K -1,808 -11%
HPC
1571
Hobart Private Capital
North Carolina
$439K +$439K +14,874 New
FC
1572
Forte Capital
New York
$439K -$11.8K -400 -3%
WP
1573
WealthSource Partners
California
$438K -$75.9K -2,571 -15%
DIS
1574
Diversified Investment Strategies
Louisiana
$438K – – –
PMFA
1575
Plante Moran Financial Advisors
Michigan
$436K +$15.7K +531 +4%
61 62
63
64 65