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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 %
MA
1576
Mutual Advisors
Nebraska
$435K +$435K +14,725 New
SJL
1577
Shayne & Jacobs LLC
Tennessee
$434K – – –
AHC
1578
Adell Harriman & Carpenter
Texas
$433K -$53.3K -1,805 -11%
BIAS
1579
Beacon Investment Advisory Services
New Jersey
$432K +$79.7K +2,698 +23%
PTCG
1580
Pring Turner Capital Group
California
$431K -$42K -1,422 -9%
LIC
1581
Lodestar Investment Counsel
Illinois
$430K +$73.8K +2,500 +21%
TCOO
1582
Trust Company of Oklahoma
Oklahoma
$430K +$4.9K +166 +1%
SIG
1583
Sky Investment Group
Connecticut
$429K – – –
BWA
1584
Brave Warrior Advisors
New York
$429K – – –
PCM
1585
Princeton Capital Management
New Jersey
$428K +$428K +14,515 New
NCM
1586
Nelson Capital Management
California
$427K +$3.54K +120 +0.8%
FIAS
1587
FinTrust Investment Advisory Services
South Carolina
$425K -$14K -475 -3%
AF
1588
Aldebaran Financial
$425K – – –
LPIC
1589
LeJeune Puetz Investment Counsel
Michigan
$425K +$2.21K +75 +0.5%
SFI
1590
SPC Financial Inc
Maryland
$425K +$67.9K +2,300 +19%
CMBA
1591
C.M. Bidwell & Associates
Hawaii
$424K +$424K +14,365 New
NAM
1592
North American Management
Massachusetts
$423K -$6.77K -229 -2%
WCM
1593
Weatherstone Capital Management
Colorado
$423K +$423K +14,339 New
PWSG
1594
Pacific Wealth Strategies Group
California
$422K -$11.2K -378 -3%
KFA
1595
Kays Financial Advisory
Georgia
$422K -$2.87K -97 -0.7%
BWM
1596
BigSur Wealth Management
Florida
$421K – – –
MCA
1597
Mercer Capital Advisers
New Jersey
$420K +$59 +2 +0%
SSP
1598
Sapphire Star Partners
Washington
$420K +$150K +5,100 +56%
BEAM
1599
Baker Ellis Asset Management
Washington
$416K -$14.8K -500 -3%
JC
1600
Jacobs & Co
California
$416K -$2.95K -100 -0.7%
62 63
64
65 66