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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 %
WP
1426
WMS Partners
Maryland
$669K -$103K -3,665 -13%
HFM
1427
Hartford Financial Management
Connecticut
$668K +$48K +1,703 +8%
CCA
1428
Catalyst Capital Advisors
New York
$668K +$668K +23,700 New
CIA
1429
Choate Investment Advisors
Massachusetts
$667K +$36.4K +1,293 +6%
QPWM
1430
Quadrant Private Wealth Management
Pennsylvania
$667K +$667K +23,656 New
CCMT
1431
CMT Capital Markets Trading
Germany
$664K -$211K -7,477 -24%
PAG
1432
Pinnacle Advisory Group
Maryland
$663K -$401K -14,217 -38%
AOWM
1433
Alpha Omega Wealth Management
Virginia
$663K +$67.7K +2,402 +11%
FHC
1434
First Heartland Consultants
Missouri
$660K -$222K -7,859 -25%
CCT
1435
Country Club Trust
Missouri
$660K +$90.3K +3,202 +16%
CLOS
1436
Compagnie Lombard Odier SCmA
Switzerland
$658K -$470K -16,700 -42%
UAS
1437
United Asset Strategies
New York
$657K -$70.2K -2,490 -10%
PAG
1438
Private Advisory Group
Washington
$657K +$58.3K +2,066 +10%
CFG
1439
CKW Financial Group
Hawaii
$655K – – –
CCFCSB
1440
Cape Cod Five Cents Savings Bank
Massachusetts
$654K -$2.71K -96 -0.4%
KA
1441
Kaizen Advisory
Illinois
$653K +$386K +13,700 +145%
BWM
1442
Bernicke Wealth Management
Wisconsin
$651K +$42.8K +1,520 +7%
DT
1443
Diversified Trust
Tennessee
$650K -$10.6K -375 -2%
TMAM
1444
Tokio Marine Asset Management
Japan
$649K -$372K -13,186 -36%
RI
1445
Ridgewood Investments
New Jersey
$646K – – –
TDC
1446
Thompson Davis & Co
Virginia
$644K +$91.7K +3,250 +17%
CIM
1447
Confluence Investment Management
Missouri
$642K +$43.9K +1,556 +7%
BTNA
1448
Bremer Trust National Association
Minnesota
$639K -$974K -34,560 -60%
BWM
1449
BigSur Wealth Management
Florida
$639K +$127K +4,500 +25%
PP
1450
Professional Planning
California
$637K +$22.2K +790 +4%
56 57
58
59 60