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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 %
CPA
1001
Capital Planning Advisors
California
$2.24M -$397K -14,086 -15%
BFC
1002
Blue Fin Capital
Rhode Island
$2.24M -$85.9K -3,049 -4%
SFP
1003
Shepherd Financial Partners
Massachusetts
$2.22M -$26.1K -922 -1%
BCM
1004
Birmingham Capital Management
Alabama
$2.22M -$56.4K -2,000 -2%
AF
1005
Advisornet Financial
Minnesota
$2.22M -$811K -28,756 -27%
NIP
1006
Nicholas Investment Partners
California
$2.21M -$2M -70,990 -47%
PFS
1007
Prospera Financial Services
Texas
$2.21M -$73.5K -2,623 -3%
MCTIC
1008
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.2M +$41.9K +1,485 +2%
KIG
1009
Kessler Investment Group
Indiana
$2.2M -$2.23K -79 -0.1%
AMIM
1010
Aull & Monroe Investment Management
Alabama
$2.19M +$118K +4,184 +6%
PI
1011
PHH Investments
Texas
$2.18M -$19.3K -683 -0.9%
CPC
1012
Congress Park Capital
New York
$2.18M -$127K -4,499 -5%
HCA
1013
Harbour Capital Advisors
Virginia
$2.18M +$108K +3,806 +5%
GP
1014
Geneva Partners
Wisconsin
$2.18M -$20.4K -725 -0.9%
CTA
1015
Carillon Tower Advisers
Florida
$2.17M +$2.17M +77,000 New
CIM
1016
CIM Investment Management
Pennsylvania
$2.15M -$53.1K -1,885 -2%
AWM
1017
AE Wealth Management
Kansas
$2.15M +$119K +4,218 +6%
HPCM
1018
High Pointe Capital Management
Illinois
$2.14M -$6.77K -240 -0.3%
HB
1019
Homrich & Berg
Georgia
$2.14M +$1.22M +43,302 +133%
DRS
1020
Deane Retirement Strategies
Louisiana
$2.13M +$42K +1,491 +2%
CRIG
1021
Charter Research & Investment Group
Connecticut
$2.12M +$2.12M +75,295 New
MSFP
1022
Mark Sheptoff Financial Planning
Connecticut
$2.12M +$1.13M +40,054 +114%
AWM
1023
Altavista Wealth Management
North Carolina
$2.12M +$131K +4,634 +7%
CSIC
1024
Clifford Swan Investment Counsel
California
$2.11M -$14.1K -499 -0.7%
PCM
1025
Pentwater Capital Management
Florida
$2.11M – – –
39 40
41
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