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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 %
BIG
1751
Bellwether Investment Group
Tennessee
$269K +$269K +9,129 New
EAM
1752
Evanson Asset Management
California
$268K -$51.6K -1,749 -16%
BCM
1753
Breiter Capital Management
Florida
$268K +$268K +9,094 New
MFW
1754
Mosaic Family Wealth
Missouri
$267K -$344K -11,634 -56%
SFG
1755
StrategIQ Financial Group
Indiana
$267K +$20.8K +704 +8%
CC
1756
Claybrook Capital
Massachusetts
$266K +$266K +9,000 New
SWMG
1757
Sanchez Wealth Management Group
Florida
$264K +$264K +8,763 New
SYBT
1758
Stock Yards Bank & Trust
Kentucky
$262K +$10.8K +365 +4%
AC
1759
Allstate Corporation
Illinois
$260K -$1.27K -43 -0.5%
VST
1760
Van Strum & Towne
California
$260K – – –
RPGK
1761
Retirement Planning Group (Kansas)
Kansas
$259K – – –
ESBC
1762
E.S. Barr & Co
Kentucky
$258K -$28K -950 -10%
PFGIA
1763
Patriot Financial Group Insurance Agency
Massachusetts
$258K +$18K +595 +7%
BMM
1764
Buffington Mohr McNeal
Idaho
$255K +$23.6K +800 +10%
SCG
1765
Sonata Capital Group
Washington
$254K – – –
AGM
1766
Alpine Global Management
New York
$251K -$86.3K -2,923 -26%
NG
1767
Northstar Group
New York
$250K -$135K -4,558 -35%
PCFFS
1768
Pacific Center for Financial Services
California
$250K +$709 +24 +0.3%
HAIM
1769
Hunter Associates Investment Management
Pennsylvania
$249K -$24.4K -829 -9%
JFGLC
1770
Johnson Financial Group LLC (Colorado)
Colorado
$248K -$57.8K -1,953 -19%
LFA
1771
Legacy Financial Advisors
Kentucky
$248K +$248K +8,428 New
OC
1772
Oakmont Corp
California
$247K -$22.5K -760 -8%
BBNB
1773
Baker Boyer National Bank
Washington
$247K – – –
HFA
1774
Huber Financial Advisors
Illinois
$247K +$247K +8,353 New
JFM
1775
Jackson Financial Management
California
$247K +$247K +8,357 New
69 70
71
72 73