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Bank of America
BAC

Overview Fund Activity

2,000 hedge funds and large institutions have $224B invested in Bank of America in 2018 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 856 increasing their positions, 795 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,000
Holders Change
-24
Holders Change %
-1.19%
% of All Funds
45.85%
Holding in Top 10
240
Holding in Top 10 Change
-81
Holding in Top 10 Change %
-25.23%
% of All Funds
5.5%
New
102
Increased
856
Reduced
795
Closed
105
Calls
$3.48B
Puts
$4.85B
Net Calls
-$1.36B
Net Calls Change
+$102M

Top Buyers

1
SGDR
SPX Gestao de Recursos
Brazil
$32.7B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$780M
3
Lazard Asset Management
Lazard Asset Management
New York
$366M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$9.9B
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.8B

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$657M
2
BlackRock
BlackRock
New York
$18B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$638M
4
EVM
Eaton Vance Management
Massachusetts
$354M
5
State Street
State Street
Massachusetts
$11.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
326
BB&T Securities
Virginia
$32.6M +$305K +10,814 +0.9%
SL
327
Summitry LLC
California
$32.5M -$5.86M -207,830 -15%
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.3M +$751K +26,651 +2%
CCMG
329
Clark Capital Management Group
Pennsylvania
$31.7M -$3.32M -117,797 -9%
CA
330
CapWealth Advisors
Tennessee
$31.7M +$332K +11,778 +1%
Neuberger Berman Group
331
Neuberger Berman Group
New York
$31.6M -$11.9M -422,378 -27%
BHIA
332
Birch Hill Investment Advisors
Massachusetts
$31.5M +$491K +17,410 +2%
DCM
333
Dupont Capital Management
Delaware
$31.4M -$5.62M -199,505 -15%
CWM
334
Cornerstone Wealth Management
Missouri
$31.2M +$30.1M +850,347 +2,712%
BGCP
335
Bristol Gate Capital Partners
Ontario, Canada
$31.2M +$2.76M +97,984 +10%
M&T Bank
336
M&T Bank
New York
$30.9M +$484K +17,181 +2%
TCM
337
Twin Capital Management
Pennsylvania
$30.4M +$277K +9,820 +0.9%
LWCA
338
Locust Wood Capital Advisers
New York
$29.8M -$496K -17,609 -2%
SIA
339
Sit Investment Associates
Minnesota
$29.8M -$13.8M -489,035 -32%
AIM
340
Avity Investment Management
Connecticut
$29.7M -$258K -9,143 -0.9%
TH
341
TCTC Holdings
Texas
$29.6M +$885K +31,400 +3%
OC
342
Oppenheimer & Co
New York
$29.5M +$3.28M +116,246 +12%
HCM
343
Huber Capital Management
California
$29.5M -$6.96M -246,726 -19%
LTFS
344
Ladenburg Thalmann Financial Services
Florida
$28.9M – – –
PTC
345
Philadelphia Trust Company
Pennsylvania
$28.8M -$2.09M -74,152 -7%
CEP
346
Chicago Equity Partners
Illinois
$28.8M -$3.16M -111,930 -10%
SIC
347
Salem Investment Counselors
North Carolina
$28.5M +$227K +8,040 +0.8%
MLL
348
Moody Lynn & Lieberson
Massachusetts
$28.4M -$2.94M -104,171 -9%
NONA
349
Ninety One North America
New York
$28.4M -$31.1K -1,104 -0.1%
PMAM
350
Picton Mahoney Asset Management
Ontario, Canada
$28.1M +$3.08M +109,400 +12%
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