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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 %
RCM
1251
RNC Capital Management
California
$1.08M +$47.6K +1,690 +5%
KC
1252
Kingfisher Capital
North Carolina
$1.08M +$105K +3,728 +11%
NEPWA
1253
New England Private Wealth Advisors
Massachusetts
$1.08M +$84.4K +2,997 +9%
MCM
1254
Murphy Capital Management
New Jersey
$1.07M +$4.23K +150 +0.4%
CG
1255
Colony Group
Massachusetts
$1.07M +$7.53K +267 +0.7%
OPTFSNA
1256
Old Point Trust & Financial Services N A
Virginia
$1.07M – – –
CICI
1257
Capital Investment Counsel Inc
North Carolina
$1.07M +$15.6K +552 +1%
MIM
1258
Miller Investment Management
Pennsylvania
$1.06M – – –
CA
1259
Calton & Associates
Florida
$1.06M -$22.6K -709 -2%
DWM
1260
Dakota Wealth Management
Florida
$1.06M +$857K +30,406 +433%
PAMG
1261
Patton Albertson Miller Group
Tennessee
$1.05M -$47.7K -1,691 -4%
LGWM
1262
Litman Gregory Wealth Management
California
$1.05M -$1.93M -68,605 -65%
AIC
1263
Ayalon Insurance Company
Israel
$1.05M – – –
EM
1264
Excalibur Management
Massachusetts
$1.04M – – –
ACA
1265
Atlas Capital Advisors
Wyoming
$1.04M -$124K -4,120 -11%
MA
1266
Marshwinds Advisory
Georgia
$1.04M -$930 -33 -0.1%
CWM
1267
Connecticut Wealth Management
Connecticut
$1.04M – – –
DLG
1268
Daniel L. Goodwin
$1.04M – – –
BCA
1269
Berman Capital Advisors
Georgia
$1.04M +$30.6K +1,085 +3%
HTC
1270
Haverford Trust Company
Pennsylvania
$1.03M +$133K +4,719 +15%
VCAM
1271
Van Cleef Asset Management
Ohio
$1.03M -$3.92K -139 -0.4%
ST
1272
Spinnaker Trust
Maine
$1.03M +$30.2K +1,072 +3%
TG
1273
TCW Group
California
$1.03M +$1.03M +36,460 New
GH
1274
GAM Holding
Switzerland
$1.03M -$1.2M -42,398 -54%
RCM
1275
RB Capital Management
Nevada
$1.02M +$112K +3,966 +12%
49 50
51
52 53