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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
Fidelity Investments
Massachusetts
$7.05B
2
State Street
State Street
Massachusetts
$10.3B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.52B
4
LPU
Lansdowne Partners (UK)
United Kingdom
$674M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.89B

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$88M
2
Dodge & Cox
Dodge & Cox
California
$4.16B
3
Harris Associates
Harris Associates
Illinois
$2.26B
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$775M
5
Capital World Investors
Capital World Investors
California
$752M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMANY
1776
Capital Management Associates (New York)
New York
– -$300K -19,200 Closed
JFA
1777
Johanson Financial Advisors
California
– -$279K -17,860 Closed
LK
1778
Lumbard & Kellner
New Hampshire
– -$237K -15,120 Closed
LPC
1779
Loeb Partners Corp
New York
– -$220K -14,040 Closed
GA
1780
Geller Advisors
New York
– -$202K -12,883 Closed
EP
1781
Edgestream Partners
New Jersey
– -$174K -11,109 Closed
IFS
1782
Ifrah Financial Services
Arkansas
– -$168K -10,749 Closed
EWA
1783
EP Wealth Advisors
California
– -$160K -10,251 Closed
CM
1784
Cornerstone Management
Georgia
– -$158K -10,125 Closed
TBA
1785
Tower Bridge Advisors
Pennsylvania
– -$157K -10,046 Closed
CCMG
1786
Clark Capital Management Group
Pennsylvania
– -$157K -10,000 Closed
SIG
1787
Schooner Investment Group
Pennsylvania
– -$156K -10,000 Closed
BBPWM
1788
Blue Bell Private Wealth Management
Pennsylvania
– -$116K -7,401 Closed
KA
1789
Klingman & Associates
New York
– -$73K -4,682 Closed
ACS
1790
Archford Capital Strategies
Illinois
– -$36K -2,356 Closed
SAM
1791
Sunnymeath Asset Management
New Jersey
– -$46K -2,315 Closed
LWA
1792
Lenox Wealth Advisors
New York
– -$31K -2,000 Closed
PSC
1793
Prentiss Smith & Co
Vermont
– -$18K -1,127 Closed
SFG
1794
Sage Financial Group
Pennsylvania
– -$16K -1,009 Closed
HCM
1795
Herndon Capital Management
Georgia
– -$15K -946 Closed
DOA
1796
D'Orazio & Associates
Virginia
– -$7K -500 Closed
PFG
1797
Piershale Financial Group
Illinois
– -$7K -473 Closed
CAL
1798
Capital Advisors Ltd
Ohio
– -$6K -400 Closed
SCA
1799
Stuart Chaussee & Associates
California
– -$1K -76 Closed
SHJ
1800
Sharkey, Howes & Javer
Colorado
– -$1K -1 Closed
68 69 70 71
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