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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 %
VSWA
1151
Vontobel Swiss Wealth Advisors
Switzerland
$1.49M -$15.5K -549 -1%
CHJWM
1152
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.48M -$34.2K -1,199 -2%
LMAM
1153
Legg Mason Asset Management
Japan
$1.48M -$47.9K -1,700 -3%
CTA
1154
Colonial Trust Advisors
South Carolina
$1.48M -$6.99K -248 -0.5%
HAG
1155
HighPoint Advisor Group
Illinois
$1.46M +$47.3K +1,538 +3%
IWA
1156
IBEX Wealth Advisors
New Jersey
$1.45M – – –
LWS
1157
Lucia Wealth Services
California
$1.45M +$1.45M +51,323 New
WPC
1158
White Pine Capital
Minnesota
$1.43M +$2.82K +100 +0.2%
HK
1159
Horizon Kinetics
New York
$1.43M +$18.2K +646 +1%
PWS
1160
Peloton Wealth Strategists
Indiana
$1.43M – – –
AWM
1161
Avior Wealth Management
Nebraska
$1.42M +$268K +9,497 +23%
RG
1162
Rikoon Group
New Mexico
$1.42M -$23.4K -831 -2%
RIA
1163
Regal Investment Advisors
Michigan
$1.42M -$315K -11,167 -18%
LCH
1164
Lee Capital Holdings
New York
$1.41M +$1.41M +50,000 New
CCG
1165
Ceeto Capital Group
Florida
$1.41M – – –
EF
1166
Exeter Financial
Arizona
$1.4M -$155K -5,499 -10%
FMLI
1167
Fukoku Mutual Life Insurance
Japan
$1.4M +$107K +3,800 +8%
AWM
1168
Altium Wealth Management
New York
$1.4M +$840K +29,809 +150%
GWCM
1169
Godshalk Welsh Capital Management
Pennsylvania
$1.4M -$2.82K -100 -0.2%
ADL
1170
Asset Dedication LLC
California
$1.39M +$10.9K +387 +0.8%
HT
1171
HighTower Trust
Texas
$1.39M -$355K -12,613 -20%
EWA
1172
Exencial Wealth Advisors
Oklahoma
$1.38M +$114K +4,041 +9%
Rockefeller Capital Management
1173
Rockefeller Capital Management
New York
$1.38M +$171K +6,058 +14%
BWA
1174
BDO Wealth Advisors
Florida
$1.38M +$382K +13,570 +38%
BHBT
1175
Burke & Herbert Bank & Trust
Virginia
$1.38M -$4.65K -165 -0.3%
45 46
47
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