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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 %
GPCM
1301
Granite Point Capital Management
Massachusetts
$956K -$302K -10,700 -24%
VIP
1302
Vantage Investment Partners
Missouri
$953K -$13.4M -476,110 -93%
SFSIG
1303
San Francisco Sentry Investment Group
California
$951K -$755K -26,793 -44%
CSA
1304
Cottage Street Advisors
Massachusetts
$951K -$28.2K -1,000 -3%
BC
1305
Burleson & Co
California
$951K +$56.4K +2,002 +6%
SWA
1306
Sutton Wealth Advisors
Florida
$948K +$28.5K +1,012 +3%
MCM
1307
Manchester Capital Management
Vermont
$947K -$29.3K -1,039 -3%
GWM
1308
GSB Wealth Management
Connecticut
$944K +$7.75K +275 +0.8%
SAM
1309
Sawgrass Asset Management
Florida
$944K +$15.5K +550 +2%
CF
1310
Copperwynd Financial
Arizona
$942K +$355K +12,586 +60%
EDRIA
1311
Edmonds Duncan Registered Investment Advisors
Kansas
$940K – – –
MIAN
1312
Mariner Independent Advisor Network
Kansas
$936K -$12.7M -449,024 -93%
GCM
1313
Graham Capital Management
Connecticut
$935K +$55.3K +1,961 +6%
BTW
1314
Boston Trust Walden
Massachusetts
$934K – – –
SLA
1315
Silver Lake Advisory
Utah
$932K +$14.5K +596 +2%
AF
1316
Allworth Financial
California
$928K +$36K +1,277 +4%
VC
1317
Vicus Capital
Pennsylvania
$923K -$22.1K -783 -2%
PAS
1318
Partnervest Advisory Services
California
$920K +$52.1K +1,847 +6%
AL
1319
Aspiriant LLC
California
$917K -$21.1K -747 -2%
AIM
1320
Aspen Investment Management
Michigan
$915K +$26.8K +950 +3%
WC
1321
Whitney & Co
New York
$912K -$125K -4,450 -12%
CAM
1322
Covenant Asset Management
New Jersey
$910K +$56.4K +2,000 +7%
HWA
1323
Heritage Wealth Advisors
Virginia
$909K -$15.7K -555 -2%
OPCM
1324
Osborne Partners Capital Management
California
$901K +$66K +2,339 +8%
MMHP
1325
Murphy Middleton Hinkle & Parker
Georgia
$900K +$85 +3 +0%
51 52
53
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