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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 %
TF
1676
Tompkins Financial
New York
$27K – – –
MWM
1677
MinichMacGregor Wealth Management
New York
$27K +$435 +20 +2%
KKAMG
1678
Kernodle & Katon Asset Management Group
Arkansas
$26K – – –
HDIM
1679
Hanson & Doremus Investment Management
Vermont
$25.2K -$4.42K -200 -15%
RBC
1680
Roble Belko & Company
Pennsylvania
$25K +$8.65K +388 +53%
FFW
1681
Fusion Family Wealth
New York
$24K +$24K +1,028 New
NC
1682
NewSquare Capital
Pennsylvania
$22K – – –
FAM
1683
Foresters Asset Management
Ontario, Canada
$22K +$22K +1,000 New
LS
1684
Livforsakringsbolaget Skandia
Sweden
$20.9K +$20K +904,254 +2,179%
BC
1685
Barnett & Company
Tennessee
$20K – – –
HTHT
1686
Hemenway Trust Hemenway Trust
New Hampshire
$20K +$20K +900 New
IF
1687
Ironwood Financial
Arizona
$18K – – –
CPA
1688
Cowen Prime Advisors
New York
$17K -$22 -1 -0.1%
FFC
1689
First Financial Corp
Indiana
$15K -$2.17K -100 -13%
IP
1690
Isthmus Partners
Wisconsin
$15K +$15K +680 New
SIM
1691
Sonora Investment Management
Arizona
$14.7K +$13.6K +617 +1,234%
CWM
1692
Cedar Wealth Management
California
$14K – – –
CWM
1693
Cranbrook Wealth Management
Michigan
$13K -$5.24K -234 -29%
AIL
1694
AGF Investments LLC
Ontario, Canada
$13K +$13K +550 New
KLI
1695
Kelman-Lazarov Inc
Tennessee
$12.2K -$18.8K -850 -61%
DPA
1696
Delphi Private Advisors
California
$12K -$7.93K -358 -40%
GWA
1697
Guidant Wealth Advisors
Illinois
$12K – – –
AIS
1698
Accurate Investment Solutions
Pennsylvania
$12K +$9.79K +451 +442%
HWP
1699
Hefty Wealth Partners
Indiana
$11K – – –
BA
1700
BCM Advisors
Louisiana
$11K +$11K +495 New
66 67
68
69 70