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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 %
LWCFA
1226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.15M -$50K -1,774 -4%
BCM
1227
Brasada Capital Management
Texas
$1.15M -$21.8K -1,138 -2%
LDB
1228
Lee, Danner & Bass
Tennessee
$1.15M +$254K +9,012 +28%
WA
1229
WBH Advisory
Maryland
$1.15M -$8.37K -297 -0.7%
SAM
1230
SignalPoint Asset Management
Missouri
$1.14M -$5.72K -203 -0.5%
PCM
1231
Princeton Capital Management
New Jersey
$1.13M +$497K +17,645 +78%
HCMT
1232
Highland Capital Management (Texas)
Texas
$1.13M -$7.35M -260,500 -87%
PIC
1233
PCJ Investment Counsel
Ontario, Canada
$1.13M -$1.41M -50,000 -56%
MMG
1234
Monetary Management Group
Missouri
$1.13M -$31K -1,100 -3%
BOC
1235
Barbara Oil Co
Illinois
$1.13M – – –
FMWA
1236
Forvis Mazars Wealth Advisors
Missouri
$1.12M -$1.72K -61 -0.2%
ICM
1237
IMS Capital Management
Oregon
$1.12M -$38.8K -1,376 -3%
RA
1238
Rational Advisors
New York
$1.12M +$440K +15,621 +65%
UWPG
1239
Ullmann Wealth Partners Group
Florida
$1.12M – – –
GAMC
1240
Garner Asset Management Corp
Texas
$1.11M +$8.46K +300 +0.8%
FBC
1241
Fairfield, Bush & Co
Connecticut
$1.11M +$18.8K +665 +2%
PG
1242
Proffitt & Goodson
Tennessee
$1.1M -$133K -4,706 -11%
KTA
1243
Keeley-Teton Advisors
Illinois
$1.1M -$127K -4,520 -10%
SS
1244
Sunbelt Securities
Texas
$1.1M +$10.1K +360 +0.9%
TFS
1245
TrustCore Financial Services
Tennessee
$1.09M +$36.8K +1,306 +3%
BB
1246
Busey Bank
Illinois
$1.09M -$140K -4,949 -11%
Koshinski Asset Management
1247
Koshinski Asset Management
Illinois
$1.09M -$1.16K -41 -0.1%
APP
1248
Avantax Planning Partners
Iowa
$1.09M -$138K -4,897 -11%
NHC
1249
Nicholas Hoffman & Company
Georgia
$1.09M -$84.7K -3,006 -7%
SFFS
1250
Stonehage Fleming Financial Services
Jersey
$1.08M – – –
48 49
50
51 52