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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 %
LJHT
1601
Laurie J. Hall Trustee
$415K +$39.6K +1,342 +11%
PCM
1602
Palisade Capital Management
New Jersey
$413K -$239K -8,100 -37%
CA
1603
Cornerstone Advisory
Maryland
$412K -$404K -13,694 -50%
WBG
1604
Wharton Business Group
Pennsylvania
$412K -$17.2K -582 -4%
RM
1605
Resource Management
Louisiana
$410K +$410K +13,136 New
HT
1606
Heritage Trust
Oklahoma
$409K +$37.9K +1,285 +10%
HCM
1607
Howland Capital Management
Massachusetts
$408K -$46.9K -1,589 -10%
MAM
1608
Martingale Asset Management
Massachusetts
$408K -$22.4K -758 -5%
JCM
1609
Jacobi Capital Management
Pennsylvania
$408K +$158K +5,261 +63%
DT
1610
Diversified Trust
Tennessee
$407K +$51.6K +1,751 +15%
DJSG
1611
D.J. St. Germain
Massachusetts
$406K -$141K -4,773 -26%
JA
1612
JOYN Advisors
Georgia
$406K +$406K +13,756 New
SBSB
1613
Sullivan, Bruyette, Speros & Blaney
Virginia
$405K -$345K -11,680 -46%
NPF
1614
Norris Perne & French
Michigan
$405K – – –
MAA
1615
Mraz Amerine & Associates
California
$404K +$41.2K +1,396 +11%
NEPPG
1616
New England Professional Planning Group
Rhode Island
$404K +$404K +13,333 New
CIC
1617
Crawford Investment Counsel
Georgia
$403K – – –
FNBOH
1618
First National Bank of Hutchinson
Kansas
$401K +$116K +3,910 +40%
KCPG
1619
Kavar Capital Partners Group
Kansas
$399K -$177K -6,000 -31%
MCP
1620
Mirador Capital Partners
California
$399K -$4.14K -140 -1%
SCM
1621
Stonebridge Capital Management
California
$399K -$1.56K -50 -0.4%
RFO
1622
RiverGlades Family Offices
Florida
$399K +$399K +13,505 New
PSF
1623
Pacific Sun Financial
California
$399K +$399K +13,508 New
HFS
1624
Haverford Financial Services
Pennsylvania
$397K +$397K +13,400 New
FRM
1625
Fox Run Management
Connecticut
$394K -$856K -28,962 -68%
63 64
65
66 67