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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 %
DIS
1601
Diversified Investment Strategies
Louisiana
$418K – – –
WBG
1602
Wharton Business Group
Pennsylvania
$418K +$11.5K +410 +3%
HT
1603
Heritage Trust
Oklahoma
$417K +$18.8K +668 +5%
AAM
1604
Aureus Asset Management
Massachusetts
$415K +$209K +7,400 +101%
SFI
1605
SPC Financial Inc
Maryland
$414K +$8.82K +313 +2%
SGS
1606
Sterling Global Strategies
California
$413K +$366 +13 +0.1%
HCMNY
1607
Howard Capital Management (New York)
New York
$412K -$127K -4,500 -24%
AF
1608
Aldebaran Financial
$411K – – –
SCA
1609
Sippican Capital Advisors
Massachusetts
$410K -$11.3K -400 -3%
BWA
1610
Brave Warrior Advisors
New York
$410K – – –
SIG
1611
Sky Investment Group
Connecticut
$410K – – –
MTIM
1612
Marathon Trading Investment Management
Pennsylvania
$407K +$407K +14,444 New
DAM
1613
Delta Asset Management
Tennessee
$406K – – –
TCOO
1614
Trust Company of Oklahoma
Oklahoma
$406K -$1.69K -60 -0.4%
CC
1615
Chicago Capital
Illinois
$405K +$57.6K +2,046 +17%
Credit Agricole
1616
Credit Agricole
France
$403K -$200K -7,100 -33%
OIA
1617
OneDigital Investment Advisors
Kansas
$402K -$2.4K -85 -0.6%
SSP
1618
Sapphire Star Partners
Washington
$402K – – –
POIA
1619
Pin Oak Investment Advisors
Texas
$400K -$28.2K -1,000 -7%
WCM
1620
Weatherstone Capital Management
Colorado
$400K -$14.7K -522 -4%
CT
1621
Clearstead Trust
Maine
$398K +$61.5K +2,180 +18%
LJHT
1622
Laurie J. Hall Trustee
$397K – – –
JC
1623
Jacobs & Co
California
$395K -$2.82K -100 -0.7%
WAP
1624
Wealthcare Advisory Partners
Pennsylvania
$395K +$26.1K +926 +7%
WPSG
1625
Wealth & Pension Services Group
Georgia
$395K +$395K +13,999 New
63 64
65
66 67