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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 %
GSBTD
1376
Glenview State Bank Trust Department
Illinois
$780K +$99.2K +3,521 +15%
DCM
1377
Dimension Capital Management
Florida
$777K +$777K +27,561 New
KA
1378
Kovack Advisors
Florida
$773K -$582K -20,654 -43%
NWS
1379
Newport Wealth Strategies
California
$773K -$243K -8,607 -24%
JIP
1380
Jaffetilchin Investment Partners
Florida
$773K -$165K -5,870 -18%
WCAMG
1381
Woodard & Company Asset Management Group
North Carolina
$773K +$34.5K +1,225 +5%
CAM
1382
Cubic Asset Management
Massachusetts
$772K +$16.6K +588 +2%
BBWA
1383
Bell & Brown Wealth Advisors
California
$771K +$61.5K +2,180 +9%
CWM
1384
Chesapeake Wealth Management
Virginia
$770K +$99.8K +3,540 +15%
SC
1385
Sawyer & Company
Massachusetts
$768K – – –
WA
1386
Wealth Architects
California
$767K +$20.5K +727 +3%
SS
1387
Simplicity Solutions
Minnesota
$764K +$338K +12,007 +80%
SMFS
1388
Squar Milner Financial Services
California
$760K +$13.8K +490 +2%
KF
1389
Krilogy Financial
Missouri
$759K +$82.6K +2,930 +12%
HGWM
1390
Harvest Group Wealth Management
Massachusetts
$758K -$167K -5,940 -18%
PFBT
1391
Parkside Financial Bank & Trust
Missouri
$754K +$27.5K +976 +4%
LW
1392
Linscomb Wealth
Texas
$739K +$10K +355 +1%
KBG
1393
Kahn Brothers Group
New York
$737K – – –
HH
1394
Hilltop Holdings
Texas
$736K +$60.9K +2,159 +9%
GLI
1395
Guardian Life Insurance
New York
$736K +$105K +3,735 +17%
CPO
1396
Cerity Partners OCIO
New York
$735K -$2.2K -78 -0.3%
GJIC
1397
Gamble Jones Investment Counsel
California
$733K – – –
NIM
1398
Nexus Investment Management
Ontario, Canada
$730K – – –
SCA
1399
Stonebridge Capital Advisors
Minnesota
$727K -$954K -33,824 -57%
WP
1400
WealthPLAN Partners
Nebraska
$724K +$4.28K +152 +0.6%
54 55
56
57 58