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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 %
BIM
1401
Baldwin Investment Management
Pennsylvania
$720K +$720K +25,525 New
CA
1402
Cynosure Advisors
Utah
$719K – – –
VDI
1403
Vaughan David Investments
Illinois
$718K – – –
SIM
1404
SSI Investment Management
California
$717K -$155K -5,498 -18%
HW
1405
Hancock Whitney
Mississippi
$717K -$35.5K -1,260 -5%
ARMC
1406
American Research & Management Company
Massachusetts
$716K -$31.2K -1,106 -4%
AWP
1407
Ascent Wealth Partners
New York
$714K -$5.75K -204 -0.8%
RCC
1408
Red Cedar Capital
Nebraska
$714K – – –
PMFA
1409
Plante Moran Financial Advisors
Michigan
$712K +$230K +8,164 +48%
WPA
1410
West Paces Advisors
Georgia
$712K +$5.47K +194 +0.8%
LNB
1411
Ledyard National Bank
$708K – – –
HCM
1412
Horan Capital Management
Maryland
$707K +$707K +25,083 New
IC
1413
Intersect Capital
California
$706K +$149K +5,289 +27%
MA
1414
MCF Advisors
Kentucky
$704K +$4.76K +169 +0.7%
CCB
1415
Cutter & Co Brokerage
Missouri
$704K +$9.84K +349 +1%
IWP
1416
Icon Wealth Partners
Texas
$694K -$85.5K -3,032 -11%
AIA
1417
AIMZ Investment Advisors
California
$692K -$8.46K -300 -1%
MWP
1418
MYCIO Wealth Partners
Pennsylvania
$692K +$59.4K +2,106 +9%
WCM
1419
Whitener Capital Management
North Carolina
$689K -$2K -71 -0.3%
FSA
1420
Franklin Street Advisors
North Carolina
$683K – – –
MIH
1421
Meitav Investment House
Israel
$682K -$1.06M -11,759 -61%
VHAM
1422
Van Hulzen Asset Management
California
$682K +$682K +24,176 New
EWM
1423
Evermay Wealth Management
Virginia
$678K +$1.41K +50 +0.2%
IWA
1424
Inspirion Wealth Advisors
Illinois
$677K – – –
LIM
1425
Lathrop Investment Management
Arkansas
$675K -$564 -20 -0.1%
55 56
57
58 59