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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 %
AWA
1876
Acorn Wealth Advisors
Michigan
$98K +$98K +3,261 New
WCM
1877
Wealthcare Capital Management
Virginia
$96K +$5.72K +194 +6%
PCM
1878
Price Capital Management
Louisiana
$94K +$94K +3,200 New
M
1879
MOTCO
Texas
$93K +$22.1K +749 +31%
ACM
1880
Armbruster Capital Management
New York
$92K – – –
FBT
1881
First Bank & Trust
South Dakota
$90K -$11.8K -403 -12%
MCM
1882
Mainstay Capital Management
Michigan
$86K +$86K +2,909 New
Kovitz Investment Group Partners
1883
Kovitz Investment Group Partners
Illinois
$85.9K -$5.05K -171,125 -6%
FMP
1884
Financial Management Professionals
Texas
$84K – – –
CHP
1885
Cable Hill Partners
Oregon
$84K +$30.3K +1,010 +56%
SBL
1886
Sargent Bickham Lagudis
Colorado
$81K +$2.98K +101 +4%
PCTC
1887
Perkins Coie Trust Company
Washington
$80K -$2.94K -100 -4%
AAP
1888
Arax Advisory Partners
Colorado
$79K +$9.58K +327 +14%
MIP
1889
Mondrian Investment Partners
United Kingdom
$78K – – –
SA
1890
SRH Advisors
Kansas
$78K – – –
CPIG
1891
Chicago Partners Investment Group
Illinois
$77K +$9K +306 +13%
AWM
1892
Aevitas Wealth Management
Massachusetts
$75K +$75K +2,541 New
SAM
1893
Solaris Asset Management
New York
$74K +$74K +2,501 New
MIC
1894
MU Investments Company
Japan
$72K -$36K -1,200 -33%
BBA
1895
Braun-Bostich & Associates
Pennsylvania
$71K +$71K +2,392 New
PAI
1896
Pittenger & Anderson Inc
Nebraska
$69K +$9.65K +325 +16%
FP
1897
Factorial Partners
New York
$64.9K +$64.9K +2,200 New
OWA
1898
One Wealth Advisors
California
$64K +$64K +2,166 New
LCM
1899
Liberty Capital Management
Michigan
$62K – – –
BAM
1900
Barrett Asset Management
New York
$61K +$61K +2,083 New
74 75
76
77 78