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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 %
WG
1451
Winton Group
United Kingdom
$636K -$164K -5,816 -20%
WCM
1452
Weik Capital Management
Pennsylvania
$636K -$71.2K -2,525 -10%
BCM
1453
BTR Capital Management
California
$636K -$47.7K -1,691 -7%
CWM
1454
Circle Wealth Management
New Jersey
$636K +$2.03K +72 +0.3%
KJWM
1455
Kiley Juergens Wealth Management
Washington
$632K +$85 +3 +0%
IRC
1456
Investors Research Corp
Georgia
$627K – – –
PLFAM
1457
Pineno Levin & Ford Asset Management
Virginia
$627K +$141 +5 +0%
MC
1458
Miles Capital
Iowa
$626K -$7.3K -259 -1%
LIA
1459
LBMC Investment Advisors
Tennessee
$625K +$61.3K +2,172 +11%
FA
1460
Fortis Advisors
Pennsylvania
$624K +$1.75K +62 +0.3%
TA
1461
Tiedemann Advisors
New York
$622K -$145K -5,138 -19%
WA
1462
WealthTrust Axiom
Pennsylvania
$621K – – –
FFG
1463
Ford Financial Group
California
$621K +$399K +14,108 +179%
GLA
1464
Good Life Advisors
Pennsylvania
$618K +$2.37K +84 +0.4%
FSCM
1465
Front Street Capital Management
Montana
$617K +$2.76K +98 +0.4%
BA
1466
BKS Advisors
Michigan
$614K -$45K -1,596 -7%
CCA
1467
Clearwater Capital Advisors
Illinois
$611K +$127K +4,500 +26%
MCA
1468
Mercer Capital Advisers
New Jersey
$607K +$85 +3 +0%
DDPIC
1469
Deroy & Devereaux Private Investment Counsel
Michigan
$605K -$7.31K -259 -1%
AFG
1470
Albion Financial Group
Utah
$605K +$28 +1 +0%
NFC
1471
Northeast Financial Consultants
Connecticut
$604K – – –
HFS
1472
Haverford Financial Services
Pennsylvania
$603K +$56.4K +2,000 +10%
JA
1473
JOYN Advisors
Georgia
$603K +$219K +7,782 +57%
JFA
1474
Johanson Financial Advisors
California
$600K +$25.5K +897 +4%
LBC
1475
Lowe Brockenbrough & Co
Virginia
$600K +$84.6K +3,000 +16%
57 58
59
60 61