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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
PFGIA
1626
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$2.94K +126 +2%
TFF
1627
The Family Firm
Maryland
$210K +$202K +8,645 New
SCG
1628
Sonata Capital Group
Washington
$209K
Cerity Partners
1629
Cerity Partners
New York
$208K -$2.16M -92,485 -95%
LCC
1630
Lincoln Capital Corp
Rhode Island
$208K -$7.18K -308 -3%
CA
1631
Continuum Advisory
Idaho
$207K +$199K +8,515 New
JCM
1632
Jacobi Capital Management
Pennsylvania
$206K +$45.2K +1,940 +31%
IC
1633
Intersect Capital
California
$205K +$197K +8,443 New
CS
1634
Comerica Securities
Michigan
$204K -$61.8K -2,649 -24%
PCFFS
1635
Pacific Center for Financial Services
California
$204K +$11.8K +505 +6%
SYBT
1636
Stock Yards Bank & Trust
Kentucky
$203K +$195K +8,361 New
BBNB
1637
Baker Boyer National Bank
Washington
$203K +$195K +8,382 New
GC
1638
Gratry & Company
Ohio
$201K +$193K +8,290 New
AIP
1639
Ahrens Investment Partners
Louisiana
$200K +$192K +8,250 New
SM
1640
SG3 Management
Puerto Rico
$194K -$74.6K -3,200 -29%
GRP
1641
Global Retirement Partners
California
$194K +$6.32K +271 +4%
AAP
1642
Arax Advisory Partners
Colorado
$192K +$79.2K +3,395 +75%
SC
1643
SRB Corp
Massachusetts
$191K +$13.9K +595 +8%
MCM
1644
Manchester Capital Management
Vermont
$190K -$16.8K -720 -8%
CAW
1645
Cornerstone Advisors (Washington)
Washington
$190K +$2.42K +104 +1%
PG
1646
Patten Group
Tennessee
$189K -$85.6K -3,672 -33%
HCA
1647
Heck Capital Advisors
Wisconsin
$189K -$13.6K -582 -7%
AAC
1648
Asset Advisors Corp
Georgia
$184K -$23.3K -1,000 -12%
CJA
1649
C-J Advisory
California
$183K +$70 +3 +0%
WOC
1650
West Oak Capital
California
$176K -$24.5K -1,051 -13%

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.