We are live on ! Find out more
BAC icon

Bank of America

1,761 hedge funds and large institutions have $161B invested in Bank of America in 2017 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 759 increasing their positions, 670 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 96

13% more repeat investments, than reductions

Existing positions increased: 759 | Existing positions reduced: 670

1.27% more ownership

Funds ownership: 65.24%66.51% (+1.3%)

2% more capital invested

Capital invested by funds: $157B → $161B (+$3.48B)

0% more funds holding

Funds holding: 1,7591,761 (+2)

0% more funds holding in top 10

Funds holding in top 10: 251251 (0)

12% less call options, than puts

Call options by funds: $4.33B | Put options by funds: $4.9B

Holders
1,761
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
43.9%
Holding in Top 10
251
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
6.26%
New
113
Increased
759
Reduced
670
Closed
96
Calls
$4.33B
Puts
$4.9B
Net Calls
-$570M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.2B +$1.24M +53,291 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16B +$213M +9,117,007 +1%
State Street
3
State Street
Massachusetts
$10.7B -$300M -12,845,556 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.08B +$271M +11,641,214 +4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.65B -$163M -6,992,200 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$4.45B +$280M +12,003,557 +7%
Dodge & Cox
7
Dodge & Cox
California
$4.14B -$346M -14,855,500 -8%
Northern Trust
8
Northern Trust
Illinois
$2.62B -$78.2M -3,354,943 -3%
Norges Bank
9
Norges Bank
Norway
$2.56B +$40.8M +1,750,512 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.43B +$9.15M +392,576 +0.4%
Invesco
11
Invesco
Georgia
$2.31B -$22.9M -980,771 -1%
Harris Associates
12
Harris Associates
Illinois
$2.27B -$9.89M -424,088 -0.5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.26B -$453M -19,447,162 -17%
Korea Investment Corp
14
Korea Investment Corp
South Korea
$1.91B +$9.11M +390,771 +0.5%
Boston Partners
15
Boston Partners
Massachusetts
$1.74B -$84.1M -3,608,747 -5%
TCIM
16
TIAA CREF Investment Management
New York
$1.54B +$25.2M +1,079,788 +2%
Goldman Sachs
17
Goldman Sachs
New York
$1.54B -$59.2M -2,537,299 -4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.53B +$132M +5,665,010 +10%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.52B -$67.3M -2,887,113 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.38B -$70.5M -3,022,433 -5%
Morgan Stanley
21
Morgan Stanley
New York
$1.35B -$144M -6,156,270 -10%
LPU
22
Lansdowne Partners (UK)
United Kingdom
$1.3B +$131M +5,623,372 +12%
Ameriprise
23
Ameriprise
Minnesota
$1.27B -$12.3M -528,022 -1%
Legal & General Group
24
Legal & General Group
United Kingdom
$1.23B +$23.5M +1,007,405 +2%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07B +$224M +9,612,343 +28%

BAC Hedge Fund Activity: Q2 2017 in Review

1,761 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2017, worth a combined $161B — up 2.2% from $157B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new BAC positions and 96 closed out — a net gain of 17 holders — while 759 added to existing stakes and 670 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $355M. The largest seller was Fisher Asset Management, cutting an estimated $472M.

  • 1,761 institutional investors held Bank of America (BAC) as of Q2 2017, up from 1,759 in Q1 2017.
  • Funds reported $161B of Bank of America stock for Q2 2017, up 2.2% quarter-over-quarter.
  • 113 funds opened new Bank of America positions in Q2 2017 and 96 closed out, a net change of +17 holders.
  • The largest Bank of America buyer in Q2 2017 was Balyasny Asset Management, an estimated $355M added.
  • The largest Bank of America seller in Q2 2017 was Fisher Asset Management, an estimated $472M sold.

Based on aggregated 13F filings for Q2 2017.