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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 %
MIC
1601
MU Investments Company
Japan
$181K -$78.2K -3,560 -30%
BWM
1602
Baystate Wealth Management
Massachusetts
$181K +$181K +7,891 New
LJHT
1603
Laurie J. Hall Trustee
$176K +$176K +7,732 New
CAW
1604
Cornerstone Advisors (Washington)
Washington
$172K +$4.48K +203 +3%
GRP
1605
Global Retirement Partners
California
$172K +$172K +7,795 New
ST
1606
Sphinx Trading
Illinois
$170K -$53.2K -2,400 -24%
CJA
1607
C-J Advisory
California
$166K – – –
MUS
1608
Mitsubishi UFJ Securities
Japan
$164K +$138K +6,230 +519%
OHS
1609
Odey Holdings (Switzerland)
Switzerland
$163K -$169K -7,630 -51%
CCMW
1610
Cypress Capital Management (Wyoming)
Wyoming
$160K -$5K -223 -3%
BWA
1611
Burt Wealth Advisors
Maryland
$160K +$35.2K +1,593 +28%
MCM
1612
MV Capital Management
Maryland
$157K – – –
JWM
1613
Janiczek Wealth Management
Colorado
$154K +$154K +6,986 New
ZB
1614
Zions Bancorporation
Utah
$150K +$15.6K +702 +12%
AAC
1615
Asset Advisors Corp
Georgia
$146K – – –
PFSC
1616
Peoples Financial Services Corp
Pennsylvania
$145K -$10K -750 -6%
CB
1617
Community Bank
New York
$135K -$21K -950 -13%
M
1618
MOTCO
Texas
$133K – – –
BC
1619
Bartlett & Co
Ohio
$125K – – –
JCM
1620
Jacobi Capital Management
Pennsylvania
$121K -$23.1K -1,000 -16%
ATC
1621
Adirondack Trust Company
New York
$121K -$11.1K -500 -8%
RP
1622
Rowlandmiller & Partners
Georgia
$117K +$117K +5,306 New
HCC
1623
Hirtle Callaghan & Co
Pennsylvania
$114K -$255K -11,514 -69%
RFWA
1624
RPg Family Wealth Advisory
Massachusetts
$108K +$49.4K +2,236 +84%
CCM
1625
Cribstone Capital Management
Maine
$107K – – –
63 64
65
66 67