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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 %
HWA
1026
HCR Wealth Advisors
California
$2.11M +$3.64K +125 +0.2%
SRC
1027
Shufro Rose & Co
New York
$2.1M -$22K -779 -1%
YIA
1028
YHB Investment Advisors
Connecticut
$2.1M -$812K -28,795 -28%
BS
1029
Boenning & Scattergood
Pennsylvania
$2.09M +$2.09M +74,018 New
PBT
1030
Pictet Bank & Trust
Bahamas
$2.09M +$179K +6,350 +9%
VF
1031
Virtu Financial
New York
$2.08M +$2.08M +73,898 New
TNB
1032
Thomasville National Bank
Georgia
$2.08M +$15.8K +559 +0.8%
PFM
1033
Probabilities Fund Management
New York
$2.08M +$283K +10,000 +16%
CIAS
1034
Capital Investment Advisory Services
North Carolina
$2.07M -$8.63K -306 -0.4%
BHB
1035
Bank Hapoalim BM
Israel
$2.07M +$121K +4,288 +6%
FCH
1036
Freestone Capital Holdings
Washington
$2.07M +$26.8K +950 +1%
DS
1037
Dudley & Shanley
Florida
$2.06M +$282K +10,000 +16%
RMAM
1038
Raab & Moskowitz Asset Management
New Jersey
$2.06M +$10.1K +358 +0.5%
WAM
1039
Wealthspire Advisors (Maryland)
Maryland
$2.06M +$81.4K +2,889 +4%
DTL
1040
Dynamic Technology Lab
Singapore
$2.06M +$899K +31,878 +78%
MAM
1041
Martingale Asset Management
Massachusetts
$2.05M +$1.68M +59,444 +450%
WCM
1042
Washington Capital Management
Washington
$2.04M -$1.94M -68,910 -49%
FEG
1043
Fund Evaluation Group
Ohio
$2.02M – – –
OC
1044
Oarsman Capital
Wisconsin
$2.02M +$71.6K +2,540 +4%
NL
1045
NWAM LLC
Washington
$2.01M +$221K +7,836 +12%
CSM
1046
CAMG Solamere Management
North Carolina
$2.01M -$266K -9,425 -12%
YMRC
1047
Yorktown Management & Research Company
Virginia
$2M – – –
ACI
1048
Alpha Cubed Investments
California
$2M +$14.1K +499 +0.7%
IAM
1049
ICM Asset Management
Washington
$2M -$53.9K -1,910 -3%
LI
1050
Lafayette Investments
Maryland
$2M -$25.3K -899 -1%
40 41
42
43 44