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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 %
BC
1851
Bartlett & Co
Ohio
$151K – – –
TFO
1852
Tarbox Family Office
California
$151K +$853 +29 +0.6%
GI
1853
Gradient Investments
Minnesota
$150K +$150K +5,084 New
TIM
1854
Tortoise Investment Management
New York
$149K +$9.86K +333 +7%
RP
1855
Rowlandmiller & Partners
Georgia
$144K -$2.07K -70 -1%
HFP
1856
Holistic Financial Partners
Indiana
$140K +$140K +4,727 New
RFM
1857
Royal Fund Management
Florida
$139K +$134K +4,544 +2,510%
CCMW
1858
Cypress Capital Management (Wyoming)
Wyoming
$138K -$5.91K -200 -4%
LA
1859
Legacy Advisors
Pennsylvania
$136K -$7.73K -262 -5%
AC
1860
Avestar Capital
New York
$135K +$135K +4,681 New
BWA
1861
Burt Wealth Advisors
Maryland
$133K +$2.96K +100 +2%
SAS
1862
Stelac Advisory Services
New York
$131K -$1.56M -52,647 -92%
MWM
1863
Mascoma Wealth Management
New Hampshire
$125K – – –
BWL
1864
Bogart Wealth LLC
Virginia
$124K – – –
PG
1865
Patten Group
Tennessee
$116K -$108K -3,640 -48%
NCM
1866
Northstar Capital Management
New York
$116K +$116K +3,923 New
RFWA
1867
RPg Family Wealth Advisory
Massachusetts
$116K +$27K +913 +30%
AIS
1868
Accurate Investment Solutions
Pennsylvania
$115K +$119 +4 +0.1%
SIAS
1869
Shine Investment Advisory Services
Colorado
$113K -$6.1K -207 -5%
LWM
1870
Lenox Wealth Management
Ohio
$113K – – –
BCM
1871
Blume Capital Management
California
$109K +$20.3K +686 +23%
RWG
1872
Regal Wealth Group
California
$105K – – –
GFP
1873
Gryphon Financial Partners
Ohio
$105K +$105K +3,558 New
SGAM
1874
Smith Group Asset Management
Texas
$101K -$4.71K -160 -4%
SPI
1875
Santori & Peters Inc
Pennsylvania
$99K +$99K +3,278 New
73 74
75
76 77