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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 %
AWMS
1701
Advocacy Wealth Management Services
Georgia
$11K +$11K +500 New
TCCM
1702
Timber Creek Capital Management
Massachusetts
$10K – – –
CFN
1703
Cordasco Financial Network
Florida
$10K – – –
GEA
1704
Glen Eagle Advisors
New Jersey
$9.48K +$9.48K +429 New
FPB
1705
First PREMIER Bank
South Dakota
$9K – – –
TP
1706
Truvvo Partners
New York
$7.6K +$561 +25,400 +8%
FPTW
1707
Franklin, Parlapiano, Turner & Welch
Texas
$7K – – –
LWA
1708
Lowe Wealth Advisors
Maryland
$6K – – –
SLF
1709
Sun Life Financial
Ontario, Canada
$5.44K +$5.44K +120 New
AC
1710
Alexandria Capital
Virginia
$5K – – –
SAM
1711
Shamrock Asset Management
Texas
$4K – – –
RFM
1712
Royal Fund Management
Florida
$4K +$4K +181 New
OSAM
1713
O'Shaughnessy Asset Management
Connecticut
$3K +$3K +155 New
AWM
1714
Arbor Wealth Management
Florida
$2.59K -$474 -20,242 -16%
JT
1715
Jump Trading
Illinois
$2K -$79.2K -3,009 -98%
ANBT
1716
American National Bank & Trust
Texas
$2K – – –
WAS
1717
Winch Advisory Services
Wisconsin
$1K -$1.96M -98,157 -100%
AFIA
1718
America First Investment Advisors
Nebraska
$1K – – –
JGIA
1719
Jackson Grant Investment Advisers
Connecticut
$1K +$1K +35 New
FPF
1720
FNY Partners Fund
New York
$559 +$559 +25,300 New
BFM
1721
Boothbay Fund Management
New York
$323 -$143 -6,489 -31%
PK
1722
Pflug Koory
Nebraska
$238 +$238 +10,750 New
MTB
1723
Mizuho Trust & Banking
Japan
– -$265M -16,905,897 Closed
Arrowstreet Capital
1724
Arrowstreet Capital
Massachusetts
– -$231M -14,747,865 Closed
Renaissance Technologies
1725
Renaissance Technologies
New York
– -$120M -7,677,366 Closed
67 68
69
70 71