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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 %
WOC
1801
West Oak Capital
California
$230K +$12K +405 +5%
MUS
1802
Mitsubishi UFJ Securities
Japan
$228K +$57.7K +1,960 +34%
Diamond Hill Capital Management
1803
Diamond Hill Capital Management
Ohio
$227K -$69K -2,342 -23%
GHA
1804
GW Henssler & Associates
Georgia
$226K +$226K +7,666 New
BIA
1805
Biondo Investment Advisors
Pennsylvania
$224K +$224K +7,550 New
CCM
1806
Coe Capital Management
Illinois
$224K +$224K +7,584 New
WIP
1807
Wellesley Investment Partners
Massachusetts
$223K +$223K +7,563 New
IFS
1808
Ifrah Financial Services
Arkansas
$222K +$222K +7,517 New
MCM
1809
Monument Capital Management
Virginia
$222K +$222K +7,533 New
MMA
1810
Miracle Mile Advisors
California
$221K +$221K +7,500 New
CWA
1811
Clarus Wealth Advisors
Arizona
$220K +$220K +7,436 New
VA
1812
Valmark Advisers
Ohio
$220K +$220K +7,452 New
HIC
1813
Harvey Investment Company
Kentucky
$218K +$218K +7,396 New
CJA
1814
C-J Advisory
California
$217K +$118 +4 +0.1%
KFGK
1815
Keystone Financial Group (Kentucky)
Kentucky
$217K +$217K +7,193 New
TCM
1816
Tradition Capital Management
New Jersey
$216K +$216K +7,321 New
LWA
1817
Lenox Wealth Advisors
New York
$213K +$36.6K +1,243 +21%
SC
1818
SRB Corp
Massachusetts
$212K -$8.79K -297 -4%
CF
1819
Corrigan Financial
Rhode Island
$210K +$210K +7,130 New
BHWM
1820
Bar Harbor Wealth Management
New Hampshire
$209K +$209K +7,066 New
PWMAG
1821
Pinnacle Wealth Management Advisory Group
New Jersey
$209K +$209K +7,089 New
IF
1822
IRON Financial
Illinois
$208K +$208K +7,056 New
WCM
1823
Windsor Capital Management
Arizona
$208K +$208K +7,073 New
CCM
1824
Carlson Capital Management
Minnesota
$207K +$207K +7,002 New
AAM
1825
Autus Asset Management
Arizona
$207K +$207K +7,008 New
71 72
73
74 75