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Bank of America
BAC

Overview Fund Activity

2,024 hedge funds and large institutions have $209B invested in Bank of America in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 808 increasing their positions, 843 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+44
Holders Change %
+2.22%
% of All Funds
46.45%
Holding in Top 10
321
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.26%
% of All Funds
7.37%
New
160
Increased
808
Reduced
843
Closed
100
Calls
$4.02B
Puts
$5.48B
Net Calls
-$1.47B
Net Calls Change
-$77.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$635M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$472M
3
EVM
Eaton Vance Management
Massachusetts
+$406M
4
AGDR
AdamCapital Gestao de Recursos
Brazil
+$327M
5
Deutsche Bank
Deutsche Bank
Germany
+$314M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$709M
2
State Street
State Street
Massachusetts
-$691M
3
Coatue Management
Coatue Management
New York
-$409M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$349M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
1476
Tiemann Investment Advisors
California
$638K -$60K -1,999 -9%
PAG
1477
Private Advisory Group
Washington
$637K -$81.7K -2,723 -11%
HPWM
1478
Highland Private Wealth Management
Washington
$637K +$316K +10,532 +98%
CIM
1479
Confluence Investment Management
Missouri
$636K +$388K +12,936 +156%
AOWM
1480
Alpha Omega Wealth Management
Virginia
$633K -$7.44K -248 -1%
FWCM
1481
Ferguson Wellman Capital Management
Oregon
$630K +$39.9K +1,332 +7%
ISB
1482
Iowa State Bank
Iowa
$627K +$28K +934 +5%
IBOK
1483
Independence Bank of Kentucky
Kentucky
$625K -$10.5K -350 -2%
CF
1484
Copperwynd Financial
Arizona
$624K +$87.8K +2,929 +16%
SCM
1485
Southport Capital Management
Tennessee
$623K +$241K +8,022 +63%
HMS
1486
Hanseatic Management Services
New Mexico
$619K – – –
EF
1487
Empirical Finance
Pennsylvania
$614K +$614K +22,240 New
IWC
1488
Integrated Wealth Concepts
Massachusetts
$611K -$77K -2,630 -11%
BIAS
1489
Beacon Investment Advisory Services
New Jersey
$610K +$172K +5,726 +39%
RFO
1490
RiverGlades Family Offices
Florida
$610K +$205K +6,819 +50%
LGC
1491
Laurel Grove Capital
California
$607K +$15K +500 +3%
AWA
1492
ARS Wealth Advisors
Florida
$607K +$139K +4,630 +30%
CCT
1493
Country Club Trust
Missouri
$606K -$48.7K -1,624 -7%
AAM
1494
Augustine Asset Management
Florida
$606K -$15K -500 -2%
DCM
1495
Donaldson Capital Management
Indiana
$604K – – –
SSWM
1496
Smith Salley Wealth Management
North Carolina
$603K -$41.9K -1,398 -6%
JFA
1497
Johanson Financial Advisors
California
$603K +$27.2K +913 +5%
CPIM
1498
Columbia Partners Investment Management
Virginia
$602K +$21.5K +718 +4%
SCM
1499
SKBA Capital Management
California
$601K -$27K -900 -4%
ACM
1500
Alethea Capital Management
Washington
$600K -$182K -6,075 -23%
58 59
60
61 62