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Bank of America
BAC

Overview Fund Activity

1,779 hedge funds and large institutions have $184B invested in Bank of America in 2017 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 724 increasing their positions, 727 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+20
Holders Change %
+1.14%
% of All Funds
44.42%
Holding in Top 10
256
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.99%
% of All Funds
6.39%
New
112
Increased
724
Reduced
727
Closed
78
Calls
$4.07B
Puts
$5.43B
Net Calls
-$1.37B
Net Calls Change
-$796M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$17.2B
2
NEAM
New England Asset Management
Connecticut
+$532M
3
Goldman Sachs
Goldman Sachs
New York
+$242M
4
Ameriprise
Ameriprise
Minnesota
+$208M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$186M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$355M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$325M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$260M
4
State Street
State Street
Massachusetts
-$223M
5
PC
PointState Capital
New York
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
1676
SG3 Management
Puerto Rico
$124K -$78.4K -3,100 -39%
CCMW
1677
Cypress Capital Management (Wyoming)
Wyoming
$123K -$3.79K -150 -3%
LA
1678
Legacy Advisors
Pennsylvania
$123K +$3.13K +124 +3%
CCM
1679
Cribstone Capital Management
Maine
$120K – – –
TIM
1680
Tortoise Investment Management
New York
$119K – – –
HH
1681
HWG Holdings
Texas
$116K +$116K +4,568 New
IIC
1682
Integrated Investment Consultants
Michigan
$113K +$2.16K +85 +2%
HFM
1683
Harvest Fund Management
China
$113K +$47K +1,861 +71%
BWA
1684
Burt Wealth Advisors
Maryland
$112K +$109K +4,294 +4,013%
BWL
1685
Bogart Wealth LLC
Virginia
$109K +$109K +4,216 New
LC
1686
Landaas & Company
Wisconsin
$106K +$106K +4,191 New
NIC
1687
Northwest Investment Counselors
Oregon
$105K – – –
SIAS
1688
Shine Investment Advisory Services
Colorado
$102K +$5.23K +207 +5%
MWM
1689
Mascoma Wealth Management
New Hampshire
$99K +$7.1K +280 +8%
AIS
1690
Accurate Investment Solutions
Pennsylvania
$98K +$77.3K +3,056 +373%
LWM
1691
Lenox Wealth Management
Ohio
$97K – – –
MIC
1692
MU Investments Company
Japan
$92K -$17.9K -700 -16%
SGAM
1693
Smith Group Asset Management
Texas
$91K +$253 +10 +0.3%
RWG
1694
Regal Wealth Group
California
$90K +$25 +1 +0%
BDWM
1695
Brewin Dolphin Wealth Management
Ireland
$88.4K +$88.4K +3,487 New
FBT
1696
First Bank & Trust
South Dakota
$88K -$13.7K -539 -13%
IWMA
1697
Ironwood Wealth Management (Arizona)
Arizona
$87K +$87K +3,418 New
ACM
1698
Armbruster Capital Management
New York
$79K – – –
WCM
1699
Wealthcare Capital Management
Virginia
$78K – – –
RFWA
1700
RPg Family Wealth Advisory
Massachusetts
$76.2K -$19.8K -781 -21%
66 67
68
69 70