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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
KCM
1576
Kanawha Capital Management
Virginia
$250K +$6.04K +259 +3%
AAM
1577
Aureus Asset Management
Massachusetts
$249K
AWM
1578
Altavista Wealth Management
North Carolina
$247K +$1.58K +68 +0.7%
BHWM
1579
Bar Harbor Wealth Management
New Hampshire
$246K -$15.6K -670 -6%
HPWM
1580
Highland Private Wealth Management
Washington
$245K -$630 -27 -0.3%
GA
1581
Gateway Advisory
New Jersey
$244K +$1.05K +45 +0.4%
BPCA
1582
Bank Pictet & Cie (Asia)
Singapore
$243K
WBG
1583
Wharton Business Group
Pennsylvania
$243K +$3.5K +150 +2%
BTNA
1584
Bremer Trust National Association
Minnesota
$243K +$234K +10,041 New
VFP
1585
Verus Financial Partners
Virginia
$242K -$24.6K -1,057 -10%
PA
1586
Probity Advisors
Texas
$242K -$16K -687 -6%
DAM
1587
Delta Asset Management
Tennessee
$242K -$9.68K -415 -4%
SAM
1588
Smithbridge Asset Management
Pennsylvania
$242K +$233K +9,989 New
BIM
1589
Bridgecreek Investment Management
Oklahoma
$241K
SIG
1590
Schaller Investment Group
North Carolina
$240K -$396 -17 -0.2%
RHAM
1591
Round Hill Asset Management
California
$240K
RWA
1592
RGT Wealth Advisors
Texas
$240K +$231K +9,890 New
WAS
1593
Winch Advisory Services
Wisconsin
$239K -$12.1K -518 -5%
AWA
1594
ARS Wealth Advisors
Florida
$237K -$4.48K -192 -2%
FNBOH
1595
First National Bank of Hutchinson
Kansas
$236K
SCA
1596
STALEY CAPITAL ADVISERS
Pennsylvania
$236K
ESBC
1597
E.S. Barr & Co
Kentucky
$235K
MSFP
1598
Mark Sheptoff Financial Planning
Connecticut
$235K +$9.3K +399 +4%
VNA
1599
Valley National Advisers
Pennsylvania
$234K -$16.7K -718 -7%
MIS
1600
Morningstar Investment Services
Illinois
$234K +$225K +9,646 New

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.