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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 %
NFG
1126
Next Financial Group
Texas
$1.59M -$183K -6,484 -10%
PCM
1127
Penserra Capital Management
California
$1.59M +$1.59M +56,417 New
SC
1128
Savant Capital
Illinois
$1.59M -$4.23K -150 -0.3%
MC
1129
Martin & Co
Tennessee
$1.58M +$27.2K +965 +2%
BWM
1130
Buckley Wealth Management
Nevada
$1.58M +$21.7K +768 +1%
KFA
1131
Kays Financial Advisory
Georgia
$1.58M +$79.3K +2,815 +5%
LJAC
1132
L.J. Altfest & Co
New York
$1.58M -$20.6K -729 -1%
CAN
1133
Claraphi Advisory Network
United States
$1.58M -$244K -8,671 -13%
BFEC
1134
Benjamin F. Edwards & Company
Missouri
$1.58M +$533K +18,918 +51%
CWM
1135
CMH Wealth Management
New Hampshire
$1.56M -$230K -8,129 -13%
WI
1136
Wintrust Investments
Illinois
$1.56M +$1M +35,491 +178%
RP
1137
Rice Partnership
Hawaii
$1.56M +$298K +10,568 +24%
PC
1138
Port Capital
Illinois
$1.54M -$3.55K -126 -0.2%
BCM
1139
Buckhead Capital Management
Georgia
$1.54M -$7.35M -260,810 -83%
MPAM
1140
Murphy Pohlad Asset Management
Minnesota
$1.54M -$98.6K -3,500 -6%
PVWM
1141
Point View Wealth Management
New Jersey
$1.53M +$14.7K +522 +1%
NAM
1142
Needelman Asset Management
California
$1.53M – – –
AAM
1143
Ascension Asset Management
New York
$1.53M +$72.3K +2,565 +5%
PPSG
1144
Princeton Portfolio Strategies Group
New Jersey
$1.52M -$508K -18,000 -25%
OWIM
1145
Old West Investment Management
California
$1.51M -$2.37M -83,941 -61%
SBH
1146
Segall Bryant & Hamill
Illinois
$1.51M +$338K +11,990 +29%
TWI
1147
Thomas White International
Illinois
$1.51M – – –
BW
1148
Bison Wealth
Georgia
$1.51M +$96.7K +3,431 +7%
PWAP
1149
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.49M -$24.8K -880 -2%
HJA
1150
Hugh Johnson Advisors
New York
$1.49M +$28.9K +1,024 +2%
44 45
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