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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 %
CAM
1901
Close Asset Management
United Kingdom
$59K -$29.5K -1,000 -33%
SWMG
1902
Signature Wealth Management Group
Georgia
$58K +$58K +1,967 New
RPC
1903
Rossmore Private Capital
Connecticut
$57.7K +$57.7K +1,953 New
PAM
1904
Paradigm Asset Management
New York
$57.6K +$57.6K +1,950 New
MWM
1905
MinichMacGregor Wealth Management
New York
$57K +$14.8K +501 +35%
SAM
1906
Security Asset Management
New York
$57K +$57K +1,946 New
OFS
1907
Orrstown Financial Services
Pennsylvania
$55K -$14.7K -500 -21%
HDIM
1908
Hanson & Doremus Investment Management
Vermont
$55K – – –
BI
1909
Bramshill Investments
Florida
$49K +$7.61K +256 +18%
1IA
1910
1834 Investment Advisors
Wisconsin
$49K +$49K +1,650 New
VCM
1911
Versant Capital Management
Arizona
$47K +$4.34K +150 +10%
CIM
1912
Contravisory Investment Management
Massachusetts
$46K -$2.1K -71 -4%
BCI
1913
Brinker Capital Investments
Pennsylvania
$45K -$3.95K -133 -8%
CP
1914
Corbenic Partners
Pennsylvania
$42K – – –
RBC
1915
Roble Belko & Company
Pennsylvania
$42K – – –
SIM
1916
Sonora Investment Management
Arizona
$41.3K +$41.3K +1,400 New
FMTCOCP
1917
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40.6K – – –
LF
1918
Lee Financial
Texas
$36K +$8.91K +299 +33%
FFC
1919
First Financial Corp
Indiana
$35K – – –
KTM
1920
Keeler Thomas Management
Utah
$33K +$33K +1,129 New
MFT
1921
Moisand Fitzgerald Tamayo
Florida
$32K -$3.2K -110 -9%
PCC
1922
Park Circle Company
Maryland
$30K – – –
NC
1923
NewSquare Capital
Pennsylvania
$30K – – –
SFG
1924
Sage Financial Group
Pennsylvania
$30K +$146 +5 +0.5%
PWM
1925
Paulson Wealth Management
Illinois
$30K +$30K +1,000 New
75 76
77
78 79