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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 %
KTC
1551
Kistler-Tiffany Companies
Pennsylvania
$530K +$82.8K +2,761 +19%
PWPS
1552
Pinnacle Wealth Planning Services
Ohio
$529K +$285K +9,491 +117%
WWM
1553
Wagner Wealth Management
South Carolina
$528K -$21.6K -720 -4%
CIR
1554
Clear Investment Research
Georgia
$527K – – –
GCA
1555
Gradient Capital Advisors
California
$526K +$36.1K +1,203 +7%
CA
1556
Cornerstone Advisory
Maryland
$525K +$107K +3,563 +26%
CI
1557
Capital International
California
$523K -$66.6K -2,222 -11%
LIM
1558
Leavell Investment Management
Alabama
$523K – – –
EFSCE
1559
Enterprise Financial Services Corp (EFSC)
Missouri
$516K -$119K -3,980 -19%
SNT
1560
Security National Trust
West Virginia
$516K -$27.6K -920 -5%
CCA
1561
Clearwater Capital Advisors
Illinois
$515K – – –
MBA
1562
McQueen Ball & Associates
Pennsylvania
$514K -$355K -11,851 -41%
B
1563
Bailard
California
$512K -$139K -4,624 -21%
HHGA
1564
Halbert Hargrove Global Advisors
California
$512K -$9.96K -332 -2%
PMFA
1565
Plante Moran Financial Advisors
Michigan
$512K +$68.7K +2,293 +16%
BMM
1566
Buffington Mohr McNeal
Idaho
$511K +$252K +8,400 +97%
HT
1567
HAP Trading
New York
$508K -$3.39M -113,172 -87%
Jones Financial Companies
1568
Jones Financial Companies
Missouri
$507K -$66.4K -2,215 -12%
SWM
1569
Segment Wealth Management
Texas
$504K +$52.6K +1,752 +12%
TWA
1570
TCI Wealth Advisors
Arizona
$500K -$13.5K -452 -3%
BFG
1571
Barber Financial Group
Kansas
$499K -$3K -100 -0.6%
DBIA
1572
Dumont & Blake Investment Advisors
New Jersey
$499K – – –
MWM
1573
Mission Wealth Management
California
$489K -$50.8K -1,695 -9%
BA
1574
Birinyi Associates
Connecticut
$487K – – –
PHAM
1575
Palisades Hudson Asset Management
Florida
$484K – – –
61 62
63
64 65