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BAC - Bank of America Corp

This page shows which of the focused investors we track hold BAC and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2017 it was held by 22 managers with an aggregate reported value of $9.23B, which is 1.17% of the combined portfolio.

As of Q1 2017, 22 tracked institutional managers held BAC (Bank of America Corp) with an aggregate reported value of $9.23B1.17% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2017
Ticker
BAC

13F data is delayed and excludes shorts/non-13F assets.

Long holders

1Dodge & Cox - Dodge & Cox3.72%Reduce -1.5%185,448,539$4.37B
2Bill Nygren - Oakmark Funds4.05%Reduce -8.2%94,067,258$2.22B
3First Pacific Advisors - First Pacific Advisors4.76%Reduce -7.8%25,149,640$593.28M
4Richard Pzena - Pzena Investment Management2.85%Reduce -8.9%21,393,274$504.67M
5John Armitage - Egerton Capital4.97%Reduce -4.3%19,487,404$459.71M
6Daniel Loeb - Third Point3.11%Reduce -22.9%13,500,000$318.47M
7David Tepper - Appaloosa Management3.40%New8,782,641$207.18M
8Harry Burn - Sound Shore3.16%Reduce -16.0%8,057,360$190.07M
9Sarah Ketterer - Causeway Capital Management2.09%Add +20.4%4,662,087$125.82M
10Bill Miller - Miller Value Partners2.76%Reduce -24.4%2,662,775$62.82M
11Daily Journal Corp (Charlie Munger) - Daily Journal Corp36.00%-2,300,000$54.26M
12Stanley Druckenmiller - Duquesne Family Office LLC3.27%Reduce -17.6%2,110,300$49.78M
13Yacktman Asset Management - Yacktman Asset Management0.25%Reduce -23.1%1,115,000$26.3M
14Torray Funds - Torray Funds2.06%Add +0.0%835,108$19.7M
15Guy Spier - Aquamarine Capital8.58%-590,000$13.92M
16Viking Global Investors - Viking Global Investors0.05%Reduce -94.8%495,030$11.68M
17Thomas Russo - Gardner Russo & Quinn0.01%Reduce -3.2%48,500$1.14M
18Kahn Brothers Group - Kahn Brothers Group0.11%-27,624$651.65K
19Glenn Greenberg - Brave Warrior Advisors0.02%-14,532$343K
20Mairs & Power Growth Fund - Mairs & Power Growth Fund0.00%-12,942$305K
21Steven Check - Check Capital Management0.03%Add +10.6%12,480$294K

Call holders — bullish via leverage

1 manager holds call options on BAC — a right to buy at strike. Notional value, not premium.

1Muhlenkamp - Muhlenkamp-30,000$708K
Loading holder history for BAC