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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 %
ACM
1501
Alethea Capital Management
Washington
$564K – – –
SP
1502
Sarasin & Partners
United Kingdom
$564K +$564K +20,000 New
CS
1503
Cannell & Spears
New York
$562K +$17K +604 +3%
BIAS
1504
Beacon Investment Advisory Services
New Jersey
$559K -$14.3K -509 -3%
B
1505
Bailard
California
$559K +$78K +2,768 +16%
WAG
1506
Winthrop Advisory Group
Massachusetts
$557K +$987 +35 +0.2%
SCM
1507
Southport Capital Management
Tennessee
$553K -$33K -1,170 -6%
SWM
1508
SVA Wealth Management
Wisconsin
$550K +$180K +6,384 +49%
CAM
1509
Close Asset Management
United Kingdom
$548K – – –
AWA
1510
ARS Wealth Advisors
Florida
$547K -$24.2K -858 -4%
FWP
1511
FAS Wealth Partners
Kansas
$543K +$9.96K +353 +2%
DAC
1512
Dividend Assets Capital
South Carolina
$540K -$21.1K -750 -4%
FMB
1513
Field & Main Bank
Kentucky
$540K -$12.3K -400 -2%
WEC
1514
Winslow Evans & Crocker
Massachusetts
$540K +$13.8K +486 +3%
FPFS
1515
First Personal Financial Services
North Carolina
$539K -$729K -25,879 -57%
TC
1516
Truvestments Capital
Florida
$535K +$535K +18,973 New
JFA
1517
JNBA Financial Advisors
Minnesota
$531K +$21.1K +750 +4%
FCMT
1518
Founders Capital Management (Texas)
Texas
$530K – – –
CIR
1519
Clear Investment Research
Georgia
$527K – – –
IF
1520
IRON Financial
Illinois
$527K +$523K +1,001,889 +14,167%
PHS
1521
Pekin Hardy Strauss
Illinois
$526K +$14.7K +520 +3%
SWM
1522
Segment Wealth Management
Texas
$526K +$52.7K +1,869 +11%
LGC
1523
Laurel Grove Capital
California
$524K -$46.5K -1,650 -8%
BMM
1524
Buffington Mohr McNeal
Idaho
$524K +$43K +1,525 +9%
III
1525
Independent Investors Inc
New York
$523K – – –
59 60
61
62 63