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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 %
HTC
1776
Haverford Trust Company
Pennsylvania
$245K +$245K +8,284 New
JWA
1777
JFS Wealth Advisors
Pennsylvania
$244K -$84.6K -2,870 -26%
CIM
1778
Confluence Investment Management
Missouri
$244K -$4.25K -144 -2%
GBBWRPM
1779
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$244K +$202K +6,301 +484%
FFWA
1780
FRG Family Wealth Advisors
Washington
$243K +$243K +8,245 New
VWM
1781
Valley Wealth Managers
New Jersey
$242K -$236K -7,998 -49%
FFG
1782
Ford Financial Group
California
$242K +$242K +8,063 New
HA
1783
Halsey Associates
Connecticut
$242K +$242K +8,191 New
PWM
1784
Perigon Wealth Management
California
$241K +$81K +2,740 +51%
PWPS
1785
Pinnacle Wealth Planning Services
Ohio
$240K +$240K +8,112 New
FCAG
1786
First Capital Advisors Group
New Jersey
$240K +$240K +8,134 New
NA
1787
Nottingham Advisors
New York
$239K +$239K +8,089 New
CWS
1788
Cypress Wealth Services
California
$239K +$239K +8,089 New
TA
1789
Trellis Advisors
Washington
$239K +$239K +8,097 New
HCA
1790
Heck Capital Advisors
Wisconsin
$238K +$1.59K +54 +0.7%
SC
1791
Saturna Capital
Washington
$238K – – –
XSC
1792
X-Square Capital
Puerto Rico
$238K +$238K +8,075 New
PFP
1793
Pinnacle Financial Partners
Tennessee
$237K +$237K +8,030 New
SWA
1794
SFMG Wealth Advisors
Texas
$236K +$236 +8 +0.1%
CCM
1795
Chickasaw Capital Management
Tennessee
$234K – – –
CAW
1796
Cornerstone Advisors (Washington)
Washington
$232K +$913 +31 +0.4%
PI
1797
Pettee Investors
Connecticut
$231K +$231K +7,821 New
LCC
1798
Lincoln Capital Corp
Rhode Island
$231K +$231K +7,827 New
MIA
1799
MainStreet Investment Advisors
Illinois
$231K +$231K +7,830 New
PL
1800
Parkwood LLC
Ohio
$230K +$230K +7,790 New
70 71
72
73 74