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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 %
BMC
1526
Benin Management Corp
Connecticut
$521K +$56 +2 +0%
LCM
1527
LVM Capital Management
Michigan
$518K +$253K +9,000 +96%
JCM
1528
Janney Capital Management
Pennsylvania
$517K -$86.2K -3,060 -14%
SAA
1529
Southeast Asset Advisors
Georgia
$515K +$535 +19 +0.1%
BFO
1530
Biltmore Family Office
North Carolina
$512K – – –
BO
1531
BRR OpCo
Ohio
$509K +$5.75K +204 +1%
KTC
1532
Kistler-Tiffany Companies
Pennsylvania
$508K +$9.95K +353 +2%
RVPG
1533
Relative Value Partners Group
$507K – – –
FC
1534
FCA Corp
Texas
$507K – – –
BI
1535
Bramshill Investments
Florida
$506K +$506K +17,953 New
GCA
1536
Guardian Capital Advisors
Ontario, Canada
$503K -$27.5K -922 -5%
WWM
1537
Wagner Wealth Management
South Carolina
$503K +$6.04K +214 +1%
DE
1538
Day & Ennis
Georgia
$502K +$536 +19 +0.1%
ODCM
1539
Old Dominion Capital Management
Virginia
$502K +$165K +5,859 +49%
WPW
1540
Winthrop Partners - WNY
New York
$502K – – –
GCA
1541
Gradient Capital Advisors
California
$501K +$6.29K +223 +1%
CCP
1542
Cardan Capital Partners
Colorado
$499K – – –
IHL
1543
Investment House LLC
California
$499K +$55.1K +1,953 +12%
SSWM
1544
Sheets Smith Wealth Management
North Carolina
$497K -$1.34M -47,449 -73%
CA
1545
Cornerstone Advisory
Maryland
$495K +$649 +23 +0.1%
DAS
1546
Dynamic Advisor Solutions
Arizona
$493K +$135K +4,764 +38%
ISB
1547
Iowa State Bank
Iowa
$492K -$96.7K -3,432 -16%
LIM
1548
Leavell Investment Management
Alabama
$492K – – –
KPCM
1549
Kings Point Capital Management
New York
$490K -$12.7K -450 -3%
AIM
1550
Advantage Investment Management
Iowa
$489K -$901K -31,929 -65%
60 61
62
63 64