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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
+$334M
3
Lazard Asset Management
Lazard Asset Management
New York
+$285M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$253M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$252M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$819M
2
BlackRock
BlackRock
New York
-$676M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$471M
4
EVM
Eaton Vance Management
Massachusetts
-$379M
5
State Street
State Street
Massachusetts
-$347M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
726
Boyar Asset Management
New York
$5.4M -$79.6K -2,824 -1%
VIA
727
Vantage Investment Advisors
Pennsylvania
$5.4M +$246K +8,735 +5%
MIC
728
Meridian Investment Counsel
California
$5.39M -$18.8K -667 -0.3%
MSU
729
Mizuho Securities USA
New York
$5.39M +$5.39M +191,300 New
MGIA
730
Matthew Goff Investment Advisor
Texas
$5.31M +$409K +14,519 +8%
BONST
731
Bank of Nova Scotia Trust
Ontario, Canada
$5.3M +$1.12M +39,658 +27%
ANTB
732
AMG National Trust Bank
Colorado
$5.27M +$26.2K +929 +0.5%
FAAS
733
First Allied Advisory Services
California
$5.23M -$959K -34,029 -15%
CK
734
Cohen Klingenstein
New York
$5.21M +$113 +4 +0%
NEI
735
Northwest & Ethical Investments
Ontario, Canada
$5.19M -$2.39M -84,634 -31%
CAM
736
Carret Asset Management
New York
$5.15M +$1.41K +50 +0%
SWP
737
Stratos Wealth Partners
Ohio
$5.15M -$81.9K -2,906 -2%
PWP
738
Private Wealth Partners
California
$5.14M +$194K +6,881 +4%
Cerity Partners
739
Cerity Partners
New York
$5.12M +$449K +15,940 +10%
MC
740
Moors & Cabot
Massachusetts
$5.1M +$86.4K +3,078 +2%
NCMW
741
Northern Capital Management (Wisconsin)
Wisconsin
$5.06M +$395K +14,020 +8%
BIM
742
Bridges Investment Management
Nebraska
$5.05M -$958 -34 -0%
SIA
743
SeaBridge Investment Advisors
New Jersey
$5.05M -$967K -34,309 -16%
FA
744
FDx Advisors
Illinois
$5.02M -$3.39M -120,187 -40%
MA
745
Montag & Associates
Georgia
$5.01M -$779K -27,619 -13%
KRSITF
746
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.01M -$1.17M -41,434 -19%
LWM
747
Lyell Wealth Management
California
$4.98M +$227K +8,070 +5%
BHA
748
Beech Hill Advisors
New York
$4.97M +$1.88M +66,620 +61%
AWM
749
Avitas Wealth Management
California
$4.96M +$4.96M +175,880 New
MA
750
Menlo Advisors
California
$4.96M -$1.97K -70 -0%
28 29
30
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