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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 %
CF
751
Centaurus Financial
California
$4.94M +$3.25M +115,123 +192%
LSA
752
L & S Advisors
California
$4.88M -$2.81M -99,728 -37%
TCM
753
Tufton Capital Management
Maryland
$4.88M -$54.8K -1,945 -1%
BG
754
Bollard Group
Massachusetts
$4.85M +$188K +6,682 +4%
PL
755
Parkwood LLC
Ohio
$4.84M +$4.84M +171,589 New
MFS
756
Monetta Financial Services
Illinois
$4.79M – – –
GRP
757
Global Retirement Partners
California
$4.74M +$510K +18,100 +12%
ASN
758
Advisory Services Network
Georgia
$4.73M -$1.62M -52,318 -26%
BOTW
759
Bank of the West
California
$4.71M +$320K +11,368 +7%
TW
760
Transform Wealth
Colorado
$4.7M -$479K -16,994 -9%
BA
761
Baugh & Associates
Georgia
$4.69M -$366K -12,972 -7%
RIM
762
Rampart Investment Management
Connecticut
$4.68M -$1.16M -41,318 -20%
AF
763
Ally Financial
Michigan
$4.65M +$4.37M +155,000 +1,550%
AAIM
764
American Assets Investment Management
California
$4.61M -$23.9K -840 -0.5%
SCM
765
SOL Capital Management
Maryland
$4.61M -$59.8K -2,122 -1%
BUB
766
BBVA USA Bancshares
Texas
$4.57M -$230K -8,174 -5%
DAM
767
Doheny Asset Management
California
$4.56M -$657K -23,300 -13%
CAN
768
Cetera Advisor Networks
California
$4.55M -$103K -3,655 -2%
EA
769
Edge Advisors
Georgia
$4.54M +$25.1K +890 +0.6%
JAM
770
Jolley Asset Management
North Carolina
$4.51M -$413K -14,658 -8%
SACTSONJ
771
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.51M – – –
OA
772
Oxbow Advisors
Texas
$4.51M -$574K -20,367 -11%
CCM
773
Coldstream Capital Management
Washington
$4.5M +$106K +3,760 +2%
FANJ
774
Financial Architects (New Jersey)
New Jersey
$4.49M -$69.6K -2,468 -2%
OC
775
Oakworth Capital
Alabama
$4.49M +$5.64K +200 +0.1%
29 30
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