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Bank of America
BAC

Overview Fund Activity

1,980 hedge funds and large institutions have $211B invested in Bank of America in 2017 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 779 increasing their positions, 711 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
+201
Holders Change %
+11.3%
% of All Funds
44.97%
Holding in Top 10
317
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+23.83%
% of All Funds
7.2%
New
308
Increased
779
Reduced
711
Closed
90
Calls
$5.15B
Puts
$6.54B
Net Calls
-$1.39B
Net Calls Change
-$21.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$916M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$840M
3
Deutsche Bank
Deutsche Bank
Germany
+$371M
4
AAMU
Amundi Asset Management US
Massachusetts
+$369M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$355M

Top Sellers

1
Korea Investment Corp
Korea Investment Corp
South Korea
-$2.02B
2
Dodge & Cox
Dodge & Cox
California
-$670M
3
Ameriprise
Ameriprise
Minnesota
-$472M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$467M
5
SC
Sculptor Capital
New York
-$381M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1676
Evermay Wealth Management
Virginia
$336K +$336K +11,384 New
BCM
1677
Boltwood Capital Management
California
$329K – – –
IIM
1678
Ironwood Investment Management
Massachusetts
$329K – – –
LFA
1679
Landmark Financial Advisors
Kentucky
$329K +$943 +32 +0.3%
BOH
1680
Bank of Hawaii
Hawaii
$328K -$552K -18,696 -63%
AIS
1681
AlphaOne Investment Services
Pennsylvania
$325K -$7.45M -252,000 -96%
WAS
1682
WESPAC Advisors SoCal
California
$325K – – –
TAM
1683
Timucuan Asset Management
Florida
$325K – – –
SFG
1684
SNS Financial Group
Minnesota
$325K +$22.1K +753 +7%
PK
1685
Pflug Koory
Nebraska
$323K – – –
RFA
1686
Reilly Financial Advisors
California
$322K +$31.5K +1,068 +11%
LA
1687
LexAurum Advisors
Kansas
$321K +$321K +10,289 New
AAM
1688
Aureus Asset Management
Massachusetts
$319K – – –
CS
1689
Comerica Securities
Michigan
$319K +$319K +10,816 New
VFP
1690
Verus Financial Partners
Virginia
$316K -$22.8K -772 -7%
HPWM
1691
Highland Private Wealth Management
Washington
$316K +$15.4K +520 +5%
CM
1692
Capital Management
Virginia
$315K +$6.59K +223 +2%
OAM
1693
Oak Asset Management
California
$315K +$315K +10,684 New
GAM
1694
Gemmer Asset Management
California
$314K +$3.66K +124 +1%
HA
1695
Hamel Associates
New Jersey
$310K – – –
WPW
1696
Waldron Private Wealth
Pennsylvania
$310K +$6.02K +204 +2%
GA
1697
Gateway Advisory
New Jersey
$310K +$9.81K +332 +3%
JIC
1698
Joel Isaacson & Co
New York
$309K +$12.4K +422 +4%
GKWIM
1699
Gerber Kawasaki Wealth & Investment Management
California
$308K -$5.93K -201 -2%
NCM
1700
Noesis Capital Mangement
Florida
$307K +$307K +10,415 New
66 67
68
69 70