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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 %
MHIC
1326
Marble Harbor Investment Counsel
Massachusetts
$898K -$87.4K -3,100 -9%
BFM
1327
Boothbay Fund Management
New York
$896K -$625K -22,176 -41%
LOAMS
1328
Lombard Odier Asset Management (Switzerland)
Switzerland
$892K -$698K -24,755 -44%
NCM
1329
Novare Capital Management
North Carolina
$890K -$29.5K -1,045 -3%
FI
1330
FormulaFolio Investments
Michigan
$888K +$21.7K +769 +3%
DI
1331
Diligent Investors
California
$878K +$23.2K +822 +3%
OIA
1332
Optimum Investment Advisors
Illinois
$877K +$35.7K +1,265 +4%
DSI
1333
Daiwa SB Investments
Japan
$876K +$19.7K +700 +2%
PG
1334
Pendal Group
Australia
$876K -$355K -12,595 -29%
BFA
1335
Bragg Financial Advisors
North Carolina
$875K +$16.5K +584 +2%
SHA
1336
Seneca House Advisors
Virginia
$873K +$17.3K +615 +2%
FIB
1337
First Interstate Bank
Montana
$871K -$33.2K -1,179 -4%
PFM
1338
Parsec Financial Management
North Carolina
$865K +$7.47K +265 +0.9%
WIM
1339
Westside Investment Management
California
$862K +$164K +5,747 +24%
YWP
1340
YorkBridge Wealth Partners
New York
$862K +$37.3K +1,322 +5%
BIA
1341
Barry Investment Advisors
Massachusetts
$861K +$138K +4,900 +19%
PCM
1342
Palisade Capital Management
New Jersey
$853K -$56.4K -2,000 -6%
HI
1343
Hudock Inc
Pennsylvania
$853K +$3.27K +116 +0.4%
HF
1344
HRT Financial
New York
$852K +$243K +8,639 +40%
AC
1345
Addison Capital
Pennsylvania
$849K -$2.82K -100 -0.3%
SWK
1346
Stephen W. Kidder
$848K – – –
SC
1347
Skylands Capital
Wisconsin
$846K +$846K +30,000 New
MWM
1348
Mission Wealth Management
California
$844K +$384K +13,620 +83%
RCAG
1349
Rehmann Capital Advisory Group
Michigan
$842K +$115K +4,084 +16%
TSWM
1350
Triangle Securities Wealth Management
North Carolina
$840K -$9.16K -325 -1%
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