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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 %
VI
1051
Versor Investments
New York
$1.99M +$1.99M +70,500 New
CBU
1052
CIBC Bank USA
Illinois
$1.99M +$35.1K +1,245 +2%
CPA
1053
Court Place Advisors
Maryland
$1.98M -$72.4K -2,567 -4%
PCA
1054
Peddock Capital Advisors
Massachusetts
$1.98M +$107K +3,790 +6%
WB
1055
WesBanco Bank
West Virginia
$1.98M +$40.9K +1,451 +2%
IIC
1056
Ironwood Investment Counsel
Arizona
$1.97M +$676K +3,624 +52%
CDH
1057
Charles D. Hyman
$1.97M -$20.6K -731 -1%
ZIC
1058
ZWJ Investment Counsel
Georgia
$1.96M +$1.66K +59 +0.1%
LNC
1059
Lincoln National Corp
Pennsylvania
$1.95M -$70.3K -2,493 -3%
HCM
1060
Highlander Capital Management
New Jersey
$1.94M +$14.1K +500 +0.7%
PGWM
1061
Parisi Gray Wealth Management
New Jersey
$1.94M +$89.5K +3,194 +5%
TC
1062
Telemus Capital
Michigan
$1.92M +$9.7K +344 +0.5%
NJBEST
1063
New Jersey Better Educational Savings Trust
New Jersey
$1.92M – – –
BIM
1064
Beach Investment Management
Pennsylvania
$1.92M – – –
AC
1065
Abbrea Capital
California
$1.9M +$43K +1,525 +2%
DWA
1066
Douglass Winthrop Advisors
New York
$1.9M +$57.4K +2,037 +3%
BBI
1067
Baxter Bros Inc
Connecticut
$1.9M +$116K +4,098 +6%
AAA
1068
Adams Asset Advisors
Texas
$1.89M -$194K -6,885 -9%
WSCM
1069
Wellington Shields Capital Management
New York
$1.89M -$25.4K -900 -1%
Cetera Investment Advisers
1070
Cetera Investment Advisers
Illinois
$1.89M +$193K +6,828 +11%
CL
1071
Choreo LLC
Illinois
$1.89M -$73.3K -2,600 -4%
JWBC
1072
J.W. Burns & Co
New York
$1.88M +$120K +4,257 +7%
CIC
1073
Carnegie Investment Counsel
Ohio
$1.88M +$10.1K +334 +0.5%
KWM
1074
Kingsview Wealth Management
Oregon
$1.88M +$828K +29,366 +79%
FCCM
1075
First City Capital Management
Georgia
$1.86M -$4.99K -177 -0.3%
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