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

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$88M
2
Dodge & Cox
2
Dodge & Cox
California
$4.16B
3
Harris Associates
3
Harris Associates
Illinois
$2.26B
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$775M
5
Capital World Investors
5
Capital World Investors
California
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1576
Ancora Advisors
Ohio
$206K -$36.7K -1,665 -15%
CFA
1577
Cahill Financial Advisors
Minnesota
$206K +$206K +9,308 New
SLT
1578
St Louis Trust
Missouri
$206K +$206K +9,334 New
IC
1579
Inverness Counsel
New York
$205K -$599K -26,166 -75%
BCP
1580
Berkeley Capital Partners
Georgia
$205K -$370K -16,716 -64%
HAIM
1581
Hunter Associates Investment Management
Pennsylvania
$205K -$31K -1,400 -13%
MSFP
1582
Mark Sheptoff Financial Planning
Connecticut
$205K +$6.62K +300 +3%
AWA
1583
ARS Wealth Advisors
Florida
$205K +$205K +9,262 New
CPA
1584
Capital Planning Advisors
California
$205K +$205K +9,269 New
RW
1585
REDW Wealth
New Mexico
$204K +$204K +9,238 New
BCM
1586
Boltwood Capital Management
California
$204K +$204K +9,262 New
GHA
1587
GW Henssler & Associates
Georgia
$203K +$203K +9,183 New
AIP
1588
Ahrens Investment Partners
Louisiana
$202K +$202K +9,132 New
TI
1589
Truepoint Inc
Ohio
$200K +$200K +8,673 New
KT
1590
Kanaly Trust
Texas
$198K +$145K +6,532 +271%
MBT
1591
Monroe Bank & Trust
Michigan
$198K +$198K +8,973 New
TC
1592
Trust Company
Kansas
$194K – – –
IWM
1593
IHT Wealth Management
Illinois
$194K +$194K +8,625 New
HCA
1594
Heck Capital Advisors
Wisconsin
$193K +$193K +8,737 New
PFGIA
1595
Patriot Financial Group Insurance Agency
Massachusetts
$193K +$193K +8,514 New
PG
1596
Patten Group
Tennessee
$191K -$71K -3,041 -27%
LNB
1597
Ledyard National Bank
$191K – – –
MCM
1598
Manchester Capital Management
Vermont
$189K – – –
SC
1599
SRB Corp
Massachusetts
$187K -$37.3K -1,689 -17%
AB
1600
Atlas Brown
Kentucky
$186K – – –
62 63
64
65 66