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Bank of America
BAC

1,761 hedge funds and large institutions have $161B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 759 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

13% more repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 670

1.27% more ownership

Funds ownership: 65.24% → 66.51% (+1.3%)

2% more capital invested

Capital invested by funds: $157B → $161B (+$3.48B)

0% more funds holding

Funds holding: 1,759 → 1,761 (+2)

0% more funds holding in top 10

Funds holding in top 10: 251 → 251 (0)

12% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.9B

Holders
1,761
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
43.9%
Holding in Top 10
251
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
6.26%
New
113
Increased
759
Reduced
670
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$355M
2
JP Morgan Chase
JP Morgan Chase
New York
+$280M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$271M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$271M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$224M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$472M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$453M
3
Lazard Asset Management
Lazard Asset Management
New York
-$431M
4
Dodge & Cox
Dodge & Cox
California
-$346M
5
State Street
State Street
Massachusetts
-$300M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
1801
Smith Shellnut Wilson
Mississippi
– -$1.46M -61,810 Closed
TH
1802
Timber Hill
Connecticut
– -$1.41M -60,412 Closed
KOCAA
1803
Knights of Columbus Asset Advisors
Connecticut
– -$1.38M -58,650 Closed
JCP
1804
Jabre Capital Partners
Switzerland
– -$1.35M -57,450 Closed
AGM
1805
Alpine Global Management
New York
– -$1.31M -55,348 Closed
PFC
1806
Phocas Financial Corp
California
– -$1.09M -46,183 Closed
SI
1807
Sprott Inc
Ontario, Canada
– -$1.07M -45,404 Closed
BA
1808
Bridgewater Associates
Connecticut
– -$998K -42,308 Closed
AGA
1809
Accuvest Global Advisors
Utah
– -$991K -42,026 Closed
GIA
1810
Gargoyle Investment Advisor
New Jersey
– -$984K -41,700 Closed
MSU
1811
Mizuho Securities USA
New York
– -$995K -40,300 Closed
EM
1812
Endicott Management
New York
– -$944K -40,000 Closed
PAM
1813
Princeton Alpha Management
New Jersey
– -$938K -39,754 Closed
BAAM
1814
Baker Avenue Asset Management
California
– -$893K -37,871 Closed
TI
1815
Trexquant Investment
Connecticut
– -$849K -36,000 Closed
HCM
1816
Hilton Capital Management
New York
– -$804K -34,085 Closed
AFS
1817
Amtrust Financial Services
New York
– -$755K -32,000 Closed
BB
1818
Busey Bank
Illinois
– -$747K -31,657 Closed
GCP
1819
GSA Capital Partners
United Kingdom
– -$633K -26,822 Closed
ACM
1820
Advent Capital Management
New York
– -$583K -25,000 Closed
FPF
1821
FNY Partners Fund
New York
– -$585K -24,800 Closed
FTUS
1822
Flow Traders U.S.
New York
– -$522K -22,124 Closed
LPC
1823
Loeb Partners Corp
New York
– -$520K -22,040 Closed
CGT
1824
Capital Guardian Trust
California
– -$477K -20,218 Closed
CWA
1825
Cypress Wealth Advisors
California
– -$429K -18,166 Closed
71 72
73
74 75

BAC Hedge Fund Activity: Q2 2017 in Review

1,761 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2017, worth a combined $161B — up 2.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 96 closed out — a net gain of 17 holders — while 759 added to existing stakes and 670 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $355M. The largest seller was Fisher Asset Management, cutting an estimated $472M.

  • 1,761 institutional investors held Bank of America (BAC) as of Q2 2017, up from 1,759 in Q1 2017.
  • Funds reported $161B of Bank of America stock for Q2 2017, up 2.2% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q2 2017 and 96 closed out, a net change of +17 holders.
  • The largest Bank of America buyer in Q2 2017 was Balyasny Asset Management, an estimated $355M added.
  • The largest Bank of America seller in Q2 2017 was Fisher Asset Management, an estimated $472M sold.

Based on aggregated 13F filings for Q2 2017.