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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
FBT
1676
First Bank & Trust
South Dakota
$97K +$15.4K +661 +20%
PFPT
1677
Pinnacle Financial Partners (Tennessee)
Tennessee
$97K +$92.9K +3,986 New
LWM
1678
Lenox Wealth Management
Ohio
$93K +$5.06K +217 +6%
SIAS
1679
Shine Investment Advisory Services
Colorado
$93K +$89.4K +3,833 New
RFWA
1680
RPg Family Wealth Advisory
Massachusetts
$91.9K -$20.6K -883 -19%
AIM
1681
Acrospire Investment Management
Illinois
$90K -$42K -1,800 -33%
MWM
1682
Mascoma Wealth Management
New Hampshire
$88K
SGAM
1683
Smith Group Asset Management
Texas
$87K -$7.23K -310 -8%
RWG
1684
Regal Wealth Group
California
$86K +$93 +4 +0.1%
CAM
1685
Close Asset Management
United Kingdom
$80K -$7K -300 -8%
BCM
1686
Blume Capital Management
California
$80K
ACM
1687
Armbruster Capital Management
New York
$75K -$28.5K -1,223 -28%
WCM
1688
Wealthcare Capital Management
Virginia
$74K
PCTC
1689
Perkins Coie Trust Company
Washington
$73K -$2.33K -100 -3%
ZB
1690
Zions Bancorporation
Utah
$71K -$26.4K -1,133 -28%
FMP
1691
Financial Management Professionals
Texas
$69K
CMBA
1692
C.M. Bidwell & Associates
Hawaii
$66K -$7.43M -318,600 -99%
MIP
1693
Mondrian Investment Partners
United Kingdom
$64K
CFA
1694
Camarda Financial Advisors
Florida
$63K -$19.7K -844 -24%
HFM
1695
Harvest Fund Management
China
$63K +$8.14K +349 +15%
OHS
1696
Odey Holdings (Switzerland)
Switzerland
$59K
HCC
1697
Hirtle Callaghan & Co
Pennsylvania
$56K -$13.3K -572 -20%
LCM
1698
Liberty Capital Management
Michigan
$49K
DOA
1699
D'Orazio & Associates
Virginia
$49K +$11.7K +500 +33%
OFS
1700
Orrstown Financial Services
Pennsylvania
$48K +$11.7K +500 +34%

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.