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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 %
ARMT
1201
Amica Retiree Medical Trust
Rhode Island
$1.28M – – –
MRCM
1202
M&R Capital Management
New Jersey
$1.27M -$79.4K -2,819 -6%
1WA
1203
180 Wealth Advisors
Washington
$1.27M -$8.06K -286 -0.6%
LSAG
1204
Lake Street Advisors Group
New Hampshire
$1.27M -$51.6K -1,831 -4%
BAM
1205
Belpointe Asset Management
Nevada
$1.26M +$31.5K +1,118 +3%
CMTU
1206
Capital Markets Trading (UK)
United Kingdom
$1.26M -$2.52M -89,316 -67%
KFA
1207
Kelleher Financial Advisors
New York
$1.25M – – –
GP
1208
Girard Partners
Pennsylvania
$1.22M +$1.22M +43,219 New
CAG
1209
Csenge Advisory Group
Florida
$1.22M -$252K -8,916 -17%
CG
1210
Caprock Group
Idaho
$1.21M +$73.2K +2,596 +6%
FI
1211
Fosun International
China
$1.21M – – –
WWM
1212
Windsor Wealth Management
Indiana
$1.21M +$10.3K +366 +0.9%
LP
1213
LMR Partners
United Kingdom
$1.21M +$256K +9,067 +27%
CI
1214
CX Institutional
Indiana
$1.21M +$1.21M +42,816 New
BAC
1215
Boys Arnold & Co
North Carolina
$1.21M -$15K -533 -1%
SFA
1216
Sequoia Financial Advisors
Ohio
$1.21M +$22K +780 +2%
CS
1217
Credential Securities
$1.2M -$77.9K -2,761 -6%
QCM
1218
Quadrant Capital Management
New Jersey
$1.2M +$1.2M +42,420 New
FHA
1219
Flagship Harbor Advisors
Massachusetts
$1.19M +$59K +2,092 +5%
PH
1220
Pinnacle Holdings
Oklahoma
$1.18M +$44K +1,562 +4%
MA
1221
Mutual Advisors
Nebraska
$1.18M +$39.3K +1,396 +3%
PCA
1222
PL Capital Advisors
Florida
$1.17M – – –
PCG
1223
Private Capital Group
Connecticut
$1.17M +$112K +3,967 +11%
HCM
1224
Horrell Capital Management
Arkansas
$1.16M +$34K +1,205 +3%
GAG
1225
GM Advisory Group
New York
$1.16M -$164K -5,800 -12%
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