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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 %
MWM
1676
Merriman Wealth Management
Washington
$339K -$343K -12,180 -50%
PEA
1677
Pacific Edge Advisors
California
$339K +$55.5K +1,970 +20%
SMH
1678
Sanders Morris Harris
Texas
$338K – – –
HCC
1679
Hirtle Callaghan & Co
Pennsylvania
$338K – – –
GA
1680
Gateway Advisory
New Jersey
$338K +$32K +1,134 +10%
SCP
1681
Syntal Capital Partners
Texas
$337K – – –
LCM
1682
Logan Capital Management
Pennsylvania
$336K -$21K -746 -6%
B
1683
Bridgeworth
Alabama
$334K +$1.04K +37 +0.3%
CFD
1684
Creative Financial Designs
Indiana
$333K +$180K +6,377 +117%
CS
1685
Comerica Securities
Michigan
$331K +$19.4K +689 +6%
WP
1686
WealthSource Partners
California
$330K -$50K -1,773 -13%
GAM
1687
Gemmer Asset Management
California
$330K +$14.2K +503 +4%
EIP
1688
Epoch Investment Partners
New York
$328K -$29.5K -1,047,403 -8%
SFG
1689
Summit Financial Group
West Virginia
$326K -$36.3K -1,289 -10%
MPIA
1690
Mountain Pacific Investment Advisers
Idaho
$322K -$8.44K -300 -3%
MWPCG
1691
Measured Wealth Private Client Group
New Hampshire
$318K +$318K +11,315 New
ST
1692
Sabal Trust
Florida
$317K -$83.9K -2,975 -21%
NMC
1693
Nine Masts Capital
Hong Kong
$317K +$317K +11,260 New
LFA
1694
Landmark Financial Advisors
Kentucky
$316K +$816 +29 +0.3%
WIC
1695
Woodmont Investment Counsel
Tennessee
$315K -$106K -3,743 -25%
CAM
1696
Claret Asset Management
Quebec, Canada
$315K -$4.36K -155 -1%
WIP
1697
Wellesley Investment Partners
Massachusetts
$315K +$11.3K +400 +4%
CW
1698
Cobiz Wealth
Colorado
$315K +$44.5K +1,576 +16%
IP
1699
Investment Partners
Ohio
$314K -$126K -4,476 -29%
PMG
1700
Private Management Group
California
$314K -$17.3K -615 -5%
66 67
68
69 70