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Bank of America

1,982 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, 780 increasing their positions, 712 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 308 | Existing positions closed: 90

24% more funds holding in top 10

Funds holding in top 10: 257318 (+61)

15% more capital invested

Capital invested by funds: $184B → $211B (+$27.2B)

11% more funds holding

Funds holding: 1,7811,982 (+201)

10% more repeat investments, than reductions

Existing positions increased: 780 | Existing positions reduced: 712

0.92% less ownership

Funds ownership: 68.82%67.9% (-0.92%)

21% less call options, than puts

Call options by funds: $5.15B | Put options by funds: $6.54B

Holders
1,982
Holders Change
+201
Holders Change %
+11.29%
% of All Funds
44.95%
Holding in Top 10
318
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+23.74%
% of All Funds
7.21%
New
308
Increased
780
Reduced
712
Closed
90
Calls
$5.15B
Puts
$6.54B
Net Calls
-$1.39B
Net Calls Change
-$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1901
Liberty Capital Management
Michigan
$62K
BAM
1902
Barrett Asset Management
New York
$61K +$57.4K +2,083 New
CAM
1903
Close Asset Management
United Kingdom
$59K -$27.6K -1,000 -33%
SWMG
1904
Signature Wealth Management Group
Georgia
$58K +$54.2K +1,967 New
RPC
1905
Rossmore Private Capital
Connecticut
$57.7K +$53.8K +1,953 New
PAM
1906
Paradigm Asset Management
New York
$57.6K +$53.8K +1,950 New
MWM
1907
MinichMacGregor Wealth Management
New York
$57K +$13.8K +501 +35%
SAM
1908
Security Asset Management
New York
$57K +$53.6K +1,946 New
OFS
1909
Orrstown Financial Services
Pennsylvania
$55K -$13.8K -500 -21%
HDIM
1910
Hanson & Doremus Investment Management
Vermont
$55K
BI
1911
Bramshill Investments
Florida
$49K +$7.06K +256 +18%
1IA
1912
1834 Investment Advisors
Wisconsin
$49K +$45.5K +1,650 New
VCM
1913
Versant Capital Management
Arizona
$47K +$4.13K +150 +10%
CIM
1914
Contravisory Investment Management
Massachusetts
$46K -$1.96K -71 -4%
BCI
1915
Brinker Capital Investments
Pennsylvania
$45K -$3.67K -133 -8%
CP
1916
Corbenic Partners
Pennsylvania
$42K
RBC
1917
Roble Belko & Company
Pennsylvania
$42K
SIM
1918
Sonora Investment Management
Arizona
$41.3K +$38.6K +1,400 New
FMTCOCP
1919
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40.6K
LF
1920
Lee Financial
Texas
$36K +$8.24K +299 +33%
FFC
1921
First Financial Corp
Indiana
$35K
KTM
1922
Keeler Thomas Management
Utah
$33K +$31.1K +1,129 New
MFT
1923
Moisand Fitzgerald Tamayo
Florida
$32K -$3.03K -110 -9%
NC
1924
NewSquare Capital
Pennsylvania
$30K
PCC
1925
Park Circle Company
Maryland
$30K

BAC Hedge Fund Activity: Q4 2017 in Review

1,982 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q4 2017, worth a combined $211B — up 15% from $184B a quarter earlier.

Buyers outnumbered sellers: 308 funds opened new BAC positions and 90 closed out — a net gain of 218 holders — while 780 added to existing stakes and 712 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $855M. The largest seller was Korea Investment Corp, cutting an estimated $1.89B.

  • 1,982 institutional investors held Bank of America (BAC) as of Q4 2017, up from 1,781 in Q3 2017.
  • Funds reported $211B of Bank of America stock for Q4 2017, up 15% quarter-over-quarter.
  • 308 funds opened new Bank of America positions in Q4 2017 and 90 closed out, a net change of +218 holders.
  • The largest Bank of America buyer in Q4 2017 was Citadel Advisors, an estimated $855M added.
  • The largest Bank of America seller in Q4 2017 was Korea Investment Corp, an estimated $1.89B sold.

Based on aggregated 13F filings for Q4 2017.