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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 %
PV
1476
Private Vista
Illinois
$594K -$48.3K -1,714 -8%
OPA
1477
Old Port Advisors
Maine
$594K +$594K +21,072 New
HPWM
1478
Highland Private Wealth Management
Washington
$591K -$6.98K -248 -1%
FWCM
1479
Ferguson Wellman Capital Management
Oregon
$589K -$3.81K -135 -0.6%
CPA
1480
Clear Perspective Advisors
Illinois
$589K +$244K +8,640 +70%
PWPS
1481
Pinnacle Wealth Planning Services
Ohio
$587K +$91.2K +3,237 +18%
TIA
1482
Tiemann Investment Advisors
California
$585K -$14K -498 -2%
IBOK
1483
Independence Bank of Kentucky
Kentucky
$583K -$3.86K -137 -0.7%
SFWA
1484
Summit Financial Wealth Advisors
Louisiana
$583K – – –
HJMC
1485
Hellman Jordan Management Company
Massachusetts
$581K -$226K -8,000 -28%
CCM
1486
Consolidated Capital Management
California
$581K -$197K -6,984 -25%
VCWA
1487
Vanguard Capital Wealth Advisors
Colorado
$579K -$27.4K -2,650 -5%
BFG
1488
Beacon Financial Group
Texas
$576K -$29.9K -1,061 -5%
EWM
1489
Empirical Wealth Management
Washington
$576K +$39.2K +1,390 +7%
SSWM
1490
Smith Salley Wealth Management
North Carolina
$575K +$7.95K +282 +1%
JFL
1491
Jarislowsky, Fraser Ltd
Quebec, Canada
$574K -$660K -23,437 -53%
IWC
1492
Integrated Wealth Concepts
Massachusetts
$574K -$15.4K -544 -3%
SBSB
1493
Sullivan, Bruyette, Speros & Blaney
Virginia
$570K +$61.6K +2,186 +12%
AAM
1494
Augustine Asset Management
Florida
$569K – – –
AWM
1495
AllSquare Wealth Management
New York
$569K +$5.64K +200 +1%
DCM
1496
Donaldson Capital Management
Indiana
$568K – – –
CT
1497
CPF Texas
Texas
$568K +$568K +20,166 New
JCM
1498
Jacobi Capital Management
Pennsylvania
$566K +$55.2K +1,959 +11%
ICA
1499
Infrastructure Capital Advisors
New York
$564K -$169K -6,000 -23%
ACM
1500
Alethea Capital Management
Washington
$564K – – –
58 59
60
61 62