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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
PAS
1601
Park Avenue Securities
New York
$234K +$227K +9,734 New
IFB
1602
iAB Financial Bank
Indiana
$233K +$18.8K +807 +9%
CIAN
1603
Capstone Investment Advisors (Netherlands)
New York
$232K -$39.8K -1,708 -15%
Diamond Hill Capital Management
1604
Diamond Hill Capital Management
Ohio
$232K -$14.1K -606 -6%
CIA
1605
CCM Investment Advisers
South Carolina
$229K -$4.66K -200 -2%
HCM
1606
Hall Capital Management
Rhode Island
$226K -$7K -300 -3%
SLT
1607
St Louis Trust
Missouri
$226K
CFA
1608
Cahill Financial Advisors
Minnesota
$226K +$23 +1 +0%
HA
1609
Hamel Associates
New Jersey
$226K +$1.05K +45 +0.5%
HAIM
1610
Hunter Associates Investment Management
Pennsylvania
$225K
RW
1611
REDW Wealth
New Mexico
$224K
TI
1612
Turner Investments
Pennsylvania
$222K -$38.5K -1,650 -15%
WA
1613
Winfield Associates
Ohio
$222K +$26.2K +1,125 +14%
TBA
1614
Tower Bridge Advisors
Pennsylvania
$222K +$2.08K +89 +1%
VWM
1615
Valley Wealth Managers
New Jersey
$219K -$137K -5,874 -39%
SMC
1616
Smith, Moore & Co
Missouri
$219K -$2.31K -99 -1%
ACP
1617
Aveo Capital Partners
Colorado
$217K +$3.47K +149 +2%
PFSC
1618
Peoples Financial Services Corp
Pennsylvania
$216K
TSW
1619
Thompson Siegel & Walmsley
Virginia
$215K
LCM
1620
LVM Capital Management
Michigan
$214K -$38.8K -1,666 -16%
VST
1621
Van Strum & Towne
California
$213K -$23.3K -1,000 -10%
TC
1622
Trust Company
Kansas
$213K
HT
1623
Heritage Trust
Oklahoma
$213K +$156K +6,700 +323%
CFA
1624
Capstone Financial Advisors
Illinois
$212K +$207K +8,863 New
EP
1625
Edgestream Partners
New Jersey
$211K +$202K +8,684 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.