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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 %
PSF
1626
Pacific Sun Financial
California
$394K – – –
CBT
1627
Capital Bank & Trust
California
$394K +$45.5K +1,615 +13%
MA
1628
MANA Advisors
New York
$393K +$393K +13,954 New
FPCG
1629
Fort Pitt Capital Group
Pennsylvania
$391K -$601K -21,321 -61%
SXL
1630
Summit X LLC
Missouri
$391K +$66.3K +2,329 +20%
PTCG
1631
Pring Turner Capital Group
California
$388K -$2.73K -97 -0.7%
PCP
1632
Proficio Capital Partners
Massachusetts
$387K -$761 -27 -0.2%
HMS
1633
Hanseatic Management Services
New Mexico
$384K -$198K -7,031 -34%
MAA
1634
Mraz Amerine & Associates
California
$384K +$960 +34 +0.3%
WWM
1635
Willingdon Wealth Management
North Carolina
$383K -$28 -1 -0%
FNBOH
1636
First National Bank of Hutchinson
Kansas
$383K – – –
CA
1637
Continuum Advisory
Idaho
$382K -$47.5K -1,685 -11%
WAOTB
1638
Wealth Advisors of Tampa Bay
Florida
$382K – – –
KCPG
1639
Kavar Capital Partners Group
Kansas
$381K – – –
NEPPG
1640
New England Professional Planning Group
Rhode Island
$379K – – –
RFO
1641
RiverGlades Family Offices
Florida
$378K -$194K -6,899 -34%
FIA
1642
FNY Investment Advisers
New York
$377K +$377K +13,411 New
BT
1643
Brandywine Trust
Delaware
$376K – – –
BWM
1644
Baystate Wealth Management
Massachusetts
$375K -$50.5K -1,757 -12%
PFA
1645
Pathway Financial Advisors
Vermont
$375K – – –
RM
1646
Resource Management
Louisiana
$375K +$39.4K +1,397 +12%
LPIC
1647
LeJeune Puetz Investment Counsel
Michigan
$372K -$14.1K -500 -4%
GEM
1648
Global Endowment Management
North Carolina
$372K +$29.9K +1,060 +9%
CA
1649
Capital Advantage
California
$371K +$28 +1 +0%
TFF
1650
The Family Firm
Maryland
$371K +$395 +14 +0.1%
64 65
66
67 68