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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 %
CBT
1626
Central Bank & Trust
Kentucky
$107K +$66.1K +3,000 +162%
TFO
1627
Tarbox Family Office
California
$106K -$197K -8,883 -65%
TIM
1628
Tortoise Investment Management
New York
$104K +$22.1K +1,000 +27%
RFA
1629
Reilly Financial Advisors
California
$103K -$381K -17,302 -79%
EF
1630
Empirical Finance
Pennsylvania
$103K +$103K +4,636 New
SGAM
1631
Smith Group Asset Management
Texas
$100K -$29K -1,310 -22%
LA
1632
Legacy Advisors
Pennsylvania
$98K +$98K +4,438 New
HPBT
1633
High Point Bank & Trust
North Carolina
$88K -$109K -4,928 -55%
WOC
1634
West Oak Capital
California
$87.4K +$33.9K +1,535 +63%
ACM
1635
Armbruster Capital Management
New York
$86K – – –
GI
1636
Gradient Investments
Minnesota
$85K -$9.96K -450 -10%
PRS
1637
Pinkerton Retirement Specialists
Idaho
$85K – – –
IIC
1638
Integrated Investment Consultants
Michigan
$85K – – –
LWM
1639
Lenox Wealth Management
Ohio
$84K +$11.9K +534 +16%
SIG
1640
Stanford Investment Group
California
$84K +$18.1K +820 +27%
BCM
1641
Blume Capital Management
California
$82K – – –
MWM
1642
Mascoma Wealth Management
New Hampshire
$80K +$80K +3,625 New
RWG
1643
Regal Wealth Group
California
$78K +$66 +3 +0.1%
PCFFS
1644
Pacific Center for Financial Services
California
$74K +$74K +3,352 New
PCTC
1645
Perkins Coie Trust Company
Washington
$69K – – –
WCM
1646
Wealthcare Capital Management
Virginia
$68K – – –
HR
1647
Howe & Rusling
New York
$66K +$9.34K +425 +16%
FBT
1648
First Bank & Trust
South Dakota
$66K +$66K +2,997 New
CFA
1649
Camarda Financial Advisors
Florida
$65K -$22.1K -1,000 -25%
GBBWRPM
1650
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$65K -$10.6K -477 -14%
64 65
66
67 68