BAC icon

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 %
CC
1101
Cadinha & Co
Hawaii
$1.73M +$80.7K +2,862 +5%
DWT
1102
Dorsey & Whitney Trust
South Dakota
$1.73M +$14.9K +530 +0.9%
SICM
1103
Sustainable Insight Capital Management
New York
$1.73M +$719K +25,500 +71%
IMOV
1104
Investment Management of Virginia
Virginia
$1.71M +$4.23K +150 +0.2%
IWM
1105
IHT Wealth Management
Illinois
$1.71M +$711K +25,221 +71%
AAS
1106
Annex Advisory Services
Wisconsin
$1.71M +$108K +3,814 +7%
PA
1107
Parallel Advisors
California
$1.71M +$123K +4,374 +8%
GIA
1108
GHP Investment Advisors
Colorado
$1.71M +$156K +5,517 +10%
SGCA
1109
Steel Grove Capital Advisors
Tennessee
$1.69M -$14.1K -500 -0.8%
LWAC
1110
Laurel Wealth Advisors (California)
California
$1.68M -$87.8K -3,116 -5%
OCM
1111
Orser Capital Management
Texas
$1.68M -$9.2K -320 -0.5%
CFG
1112
Citizens Financial Group
Rhode Island
$1.68M +$91.6K +3,250 +6%
Point72 Asset Management
1113
Point72 Asset Management
Connecticut
$1.67M -$14.1M -501,300 -89%
VFPI
1114
Vantage Financial Partners (Illinois)
Illinois
$1.67M +$78.9K +2,800 +5%
NL
1115
NVWM LLC
Pennsylvania
$1.66M +$11K +390 +0.7%
PAM
1116
Pegasus Asset Management
New York
$1.66M +$152K +5,393 +10%
PCM
1117
Poehling Capital Management
Wisconsin
$1.66M -$399K -14,135 -19%
PCM
1118
Parsons Capital Management
Rhode Island
$1.65M -$6.17K -219 -0.4%
AG
1119
AlphaSimPlex Group
Massachusetts
$1.62M +$379K +13,441 +30%
WSFS
1120
Wilmington Savings Fund Society
Delaware
$1.62M +$5.55K +197 +0.3%
IAMOG
1121
Investors Asset Management of Georgia
Georgia
$1.62M +$2.82K +100 +0.2%
FNBT
1122
FineMark National Bank & Trust
Florida
$1.62M +$21.6K +767 +1%
OFW
1123
Omnia Family Wealth
Florida
$1.61M +$225 +8 +0%
AAM
1124
AR Asset Management
California
$1.61M – – –
CAL
1125
Capital Analysts LLC
Pennsylvania
$1.61M +$26.6K +942 +2%
43 44
45
46 47