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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 %
GTAM
1651
Global Trust Asset Management
Florida
$368K -$300K -10,655 -45%
HL
1652
HeadInvest LLC
Maine
$368K +$6.34K +225 +2%
AHC
1653
Adell Harriman & Carpenter
Texas
$367K -$49K -1,737 -12%
LF
1654
Lee Financial
Texas
$367K – – –
NQWM
1655
Northwest Quadrant Wealth Management
Oregon
$366K +$1.61K +57 +0.4%
HCA
1656
Heck Capital Advisors
Wisconsin
$366K +$140K +4,955 +62%
NAM
1657
North American Management
Massachusetts
$364K – – –
BSB
1658
Bangor Savings Bank
Maine
$363K -$66.5K -2,358 -15%
CIC
1659
Crawford Investment Counsel
Georgia
$362K -$14.1K -500 -4%
AI
1660
Accredited Investors
Minnesota
$362K +$14.1K +500 +4%
HCM
1661
Howland Capital Management
Massachusetts
$361K -$9.87K -350 -3%
FMC
1662
First Merchants Corp
Indiana
$360K +$89.3K +3,167 +33%
MPI
1663
Mairs & Power Inc
Minnesota
$359K +$5.64K +200 +2%
WAM
1664
Weatherly Asset Management
California
$357K – – –
VNA
1665
Valley National Advisers
Pennsylvania
$357K +$282 +10 +0.1%
CHAM
1666
Clear Harbor Asset Management
Connecticut
$356K – – –
BEAM
1667
Baker Ellis Asset Management
Washington
$355K – – –
CM
1668
Cornerstone Management
Georgia
$351K – – –
ME
1669
McIlrath & Eck
Washington
$350K -$149K -5,268 -30%
TCM
1670
Tradewinds Capital Management
Washington
$345K – – –
AB
1671
Atlas Brown
Kentucky
$344K +$12K +418 +4%
SFM
1672
Signature Financial Management
Virginia
$344K +$21.1K +751 +7%
BIA
1673
BHK Investment Advisors
Alabama
$342K +$28.2K +1,001 +9%
VFP
1674
Verus Financial Partners
Virginia
$341K -$8.03K -285 -2%
SMC
1675
Smith, Moore & Co
Missouri
$341K +$22.5K +798 +7%
65 66
67
68 69