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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 %
NB
1351
NBT Bank
New York
$835K -$12.9K -457 -2%
TCM
1352
Traynor Capital Management
Pennsylvania
$833K -$42.5K -1,504 -5%
CBA
1353
Coastal Bridge Advisors
Connecticut
$828K +$9.22K +327 +1%
MLIC
1354
Mandatum Life Insurance Company
Finland
$825K – – –
FC
1355
Ferris Capital
Massachusetts
$823K -$6.79K -241 -0.8%
AMCA
1356
Arthur M. Cohen & Associates
Illinois
$823K +$58.1K +2,055 +8%
AFP
1357
Ausdal Financial Partners
Iowa
$821K +$75.5K +2,679 +10%
CI
1358
Capital International
California
$820K +$328K +11,659 +67%
CBN
1359
Cadence Bank NA
Texas
$818K +$313K +11,083 +62%
EP
1360
Edgestream Partners
New Jersey
$817K +$817K +28,981 New
ST
1361
Smithfield Trust
Pennsylvania
$816K +$116K +4,131 +17%
SGAM
1362
Steinberg Global Asset Management
Florida
$815K +$930 +33 +0.1%
RA
1363
RFG Advisory
Alabama
$815K +$294K +10,433 +56%
FC
1364
Forte Capital
New York
$813K +$192K +6,810 +31%
GKWIM
1365
Gerber Kawasaki Wealth & Investment Management
California
$811K +$151K +5,350 +23%
NIM
1366
NuWave Investment Management
New Jersey
$811K +$726K +25,761 +855%
ECM
1367
Evergreen Capital Management
Washington
$806K -$158K -5,597 -16%
MGIA
1368
Moneta Group Investment Advisors
Missouri
$803K +$88.8K +3,152 +12%
CL
1369
CPWM LLC
Washington
$795K -$28.7K -1,017 -3%
BA
1370
Broadview Advisors
Wisconsin
$793K -$98.7K -3,500 -11%
WCA
1371
Westover Capital Advisors
Delaware
$793K -$35.9K -1,273 -4%
ATFA
1372
All Terrain Financial Advisors
Minnesota
$787K +$152K +5,392 +24%
QCG
1373
Quadrant Capital Group
Ohio
$783K -$1.21K -44 -0.2%
RWA
1374
Ropes Wealth Advisors
Massachusetts
$782K -$13.6K -482 -2%
NAM
1375
NTV Asset Management
West Virginia
$781K – – –
53 54
55
56 57