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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 %
SCM
1576
SKBA Capital Management
California
$452K -$113K -4,000 -20%
RMDI
1577
R.M. Davis Inc
Maine
$452K +$114K +4,042 +34%
CWP
1578
Capital Wealth Planning
Florida
$451K -$416K -14,744 -48%
PIC
1579
Portland Investment Counsel
Ontario, Canada
$451K -$84.6K -3,000 -16%
GC
1580
Gratus Capital
Georgia
$446K -$230K -8,151 -34%
BA
1581
Birinyi Associates
Connecticut
$444K -$14.1K -500 -3%
SCM
1582
Sterneck Capital Management
Missouri
$443K -$258K -9,148 -37%
TWM
1583
Titus Wealth Management
California
$442K +$9.19K +326 +2%
HPC
1584
Hobart Private Capital
North Carolina
$441K +$32.1K +1,140 +8%
AIA
1585
Arbor Investment Advisors
North Carolina
$441K +$169 +6 +0%
SKK
1586
Shepherd Kaplan Krochuk
Massachusetts
$440K – – –
ACP
1587
Ashfield Capital Partners
California
$440K +$229K +8,133 +109%
CC
1588
Cedar Capital
Illinois
$439K +$8.65K +307 +2%
UC
1589
Unio Capital
New Jersey
$437K -$63.7K -2,260 -13%
AWA
1590
AmeriServ Wealth Advisors
Pennsylvania
$436K +$73.5K +2,600 +20%
PWSG
1591
Pacific Wealth Strategies Group
California
$433K +$34.3K +1,218 +9%
BOS
1592
Bank of Stockton
California
$431K +$31.7K +1,127 +8%
LIC
1593
Lodestar Investment Counsel
Illinois
$430K -$13.2K -470 -3%
FVCM
1594
F&V Capital Management
Florida
$428K -$202K -7,170 -32%
SA
1595
Sicart Associates
New York
$428K – – –
AP
1596
Atwood & Palmer
Missouri
$425K – – –
BIMC
1597
Benson Investment Management Company
Virginia
$425K – – –
SIC
1598
Shoker Investment Counsel
Ohio
$424K +$732 +26 +0.2%
FNBSF
1599
First National Bank Sioux Falls
South Dakota
$422K – – –
SG
1600
StoneX Group
New York
$420K +$64.5K +2,286 +18%
62 63
64
65 66