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Bank of America
BAC

Overview Fund Activity

2,024 hedge funds and large institutions have $209B invested in Bank of America in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 808 increasing their positions, 843 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+44
Holders Change %
+2.22%
% of All Funds
46.45%
Holding in Top 10
321
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.26%
% of All Funds
7.37%
New
160
Increased
808
Reduced
843
Closed
100
Calls
$4.02B
Puts
$5.48B
Net Calls
-$1.47B
Net Calls Change
-$77.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$635M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$472M
3
EVM
Eaton Vance Management
Massachusetts
+$406M
4
AGDR
AdamCapital Gestao de Recursos
Brazil
+$327M
5
Deutsche Bank
Deutsche Bank
Germany
+$314M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$709M
2
State Street
State Street
Massachusetts
-$691M
3
Coatue Management
Coatue Management
New York
-$409M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$349M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSA
1301
Cottage Street Advisors
Massachusetts
$1.04M – – –
IWM
1302
IHT Wealth Management
Illinois
$1.04M -$184K -6,293 -15%
MCM
1303
Manchester Capital Management
Vermont
$1.04M +$57K +1,900 +6%
MMPW
1304
Mitchell McLeod Pugh & Williams
Alabama
$1.04M +$90K +3,000 +9%
APG
1305
Abacus Planning Group
South Carolina
$1.04M -$253K -8,434 -20%
ICP
1306
Ironvine Capital Partners
Nebraska
$1.04M +$669K +22,300 +182%
KC
1307
Kingfisher Capital
North Carolina
$1.03M -$10.1K -337 -1%
ECM
1308
Evergreen Capital Management
Washington
$1.03M +$427K +14,239 +71%
EWM
1309
Evercore Wealth Management
New York
$1.02M -$4.32K -144 -0.4%
IA
1310
IFG Advisory
Georgia
$1.02M +$51.6K +1,690 +5%
CA
1311
Calton & Associates
Florida
$1.02M +$44.5K +1,483 +5%
VC
1312
Vicus Capital
Pennsylvania
$1.01M -$37.2K -1,241 -4%
EDRIA
1313
Edmonds Duncan Registered Investment Advisors
Kansas
$1M – – –
JIP
1314
Jaffetilchin Investment Partners
Florida
$999K +$296K +9,850 +42%
AL
1315
Aspiriant LLC
California
$998K +$998K +33,279 New
LP
1316
LMR Partners
United Kingdom
$996K – – –
GWM
1317
GSB Wealth Management
Connecticut
$996K – – –
BTW
1318
Boston Trust Walden
Massachusetts
$994K -$12.7K -424 -1%
IIM
1319
Intact Investment Management
Quebec, Canada
$992K -$48K -1,600 -5%
TL
1320
TrueWealth LLC
Georgia
$989K +$26.8K +892 +3%
SAM
1321
Sawgrass Asset Management
Florida
$988K +$6.6K +220 +0.7%
HGWM
1322
Harvest Group Wealth Management
Massachusetts
$985K +$24.2K +808 +3%
HWA
1323
Heritage Wealth Advisors
Virginia
$982K – – –
SWA
1324
Sutton Wealth Advisors
Florida
$978K +$1.17K +39 +0.1%
NCM
1325
Novare Capital Management
North Carolina
$978K -$728K -24,263 -43%
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