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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
WAM
1651
Wolverine Asset Management
Illinois
$172K -$723K -30,991 -81%
MCM
1652
MV Capital Management
Maryland
$168K
RCG
1653
Ruggie Capital Group
Florida
$166K +$163 +7 +0.1%
NCM
1654
New Capital Management
Texas
$161K
GCM
1655
Grisanti Capital Management
New York
$157K
ATC
1656
Adirondack Trust Company
New York
$154K +$8.65K +371 +6%
LWA
1657
Lenox Wealth Advisors
New York
$144K +$139K +5,941 New
MUS
1658
Mitsubishi UFJ Securities
Japan
$140K +$43.1K +1,850 +47%
WCM
1659
Wunderlich Capital Managemnt
Tennessee
$135K
M
1660
MOTCO
Texas
$131K -$14.7K -630 -10%
CB
1661
Community Bank
New York
$130K -$17.5K -750 -12%
RP
1662
Rowlandmiller & Partners
Georgia
$125K -$3.73K -160 -3%
BC
1663
Bartlett & Co
Ohio
$124K -$6.41K -275 -5%
CCMW
1664
Cypress Capital Management (Wyoming)
Wyoming
$122K
TFO
1665
Tarbox Family Office
California
$117K +$490 +21 +0.4%
CCM
1666
Cribstone Capital Management
Maine
$115K
LA
1667
Legacy Advisors
Pennsylvania
$115K +$7.09K +304 +7%
MLFP
1668
MPS Loria Financial Planners
Illinois
$115K +$110K +4,698 New
TIM
1669
Tortoise Investment Management
New York
$114K
GI
1670
Gradient Investments
Minnesota
$110K -$233 -10 -0.2%
IIC
1671
Integrated Investment Consultants
Michigan
$106K
MIC
1672
MU Investments Company
Japan
$105K -$72.3K -3,100 -42%
CPIG
1673
Chicago Partners Investment Group
Illinois
$103K +$10.8K +465 +11%
CFD
1674
Creative Financial Designs
Indiana
$101K +$22.6K +968 +30%
NIC
1675
Northwest Investment Counselors
Oregon
$100K +$96.2K +4,125 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.