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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 %
TFA
1551
Toth Financial Advisory
Virginia
$488K -$56.4K -1,999 -10%
CGL
1552
Clarius Group LLC
Washington
$488K +$32.4K +1,147 +7%
DJSG
1553
D.J. St. Germain
Massachusetts
$488K +$34.4K +1,220 +8%
MC
1554
Menta Capital
California
$488K +$143K +5,052 +41%
SC
1555
SRB Corp
Massachusetts
$488K +$304K +10,776 +165%
MBA
1556
McQueen Ball & Associates
Pennsylvania
$484K – – –
TWA
1557
TCI Wealth Advisors
Arizona
$483K +$12.5K +444 +3%
EFSCE
1558
Enterprise Financial Services Corp (EFSC)
Missouri
$480K -$5.3K -188 -1%
EWA
1559
EP Wealth Advisors
California
$479K +$95.2K +3,380 +25%
OLA
1560
Oliver Luxxe Assets
New Jersey
$478K – – –
DWM
1561
Doyle Wealth Management
Florida
$476K +$63.6K +2,259 +15%
EF
1562
Empirical Finance
Pennsylvania
$475K -$152K -5,397 -24%
AIP
1563
Almanack Investment Partners
Pennsylvania
$475K +$66.5K +2,357 +16%
CPSAC
1564
Chas P. Smith & Associates (CPS)
Florida
$474K -$45K -1,595 -9%
FA
1565
FCG Advisors
New Jersey
$471K -$62.7K -2,223 -12%
PHAM
1566
Palisades Hudson Asset Management
Florida
$470K +$15.2K +540 +3%
BFG
1567
Barber Financial Group
Kansas
$469K – – –
DBIA
1568
Dumont & Blake Investment Advisors
New Jersey
$469K +$85 +3 +0%
SNT
1569
Security National Trust
West Virginia
$466K -$19.1K -676 -4%
TC
1570
TradeLink Capital
Illinois
$465K +$465K +16,500 New
HHGA
1571
Halbert Hargrove Global Advisors
California
$464K -$17.1K -608 -4%
WAS
1572
WESPAC Advisors SoCal
California
$463K +$150K +5,331 +48%
BWFA
1573
Baltimore-Washington Financial Advisors
Maryland
$461K +$9.86K +350 +2%
WKWM
1574
Walter & Keenan Wealth Management
Indiana
$458K +$56.4K +2,000 +14%
Jones Financial Companies
1575
Jones Financial Companies
Missouri
$457K -$19.6K -694 -4%
61 62
63
64 65