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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 %
HA
1726
Hamel Associates
New Jersey
$296K – – –
IIM
1727
Ipswich Investment Management
Massachusetts
$295K +$8.45K +300 +3%
KCM
1728
Kanawha Capital Management
Virginia
$292K – – –
KM
1729
Kalos Management
Georgia
$290K +$290K +9,548 New
PFP
1730
Pinnacle Financial Partners
Tennessee
$289K +$39.4K +1,402 +16%
TP
1731
Truvvo Partners
New York
$288K -$973K -34,535 -77%
MBT
1732
Monroe Bank & Trust
Michigan
$288K +$5.34K +189 +2%
PCM
1733
Pointe Capital Management
Michigan
$287K -$67.4K -2,390 -19%
GCP
1734
GSA Capital Partners
United Kingdom
$287K +$287K +10,192 New
SIC
1735
Sigma Investment Counselors
Michigan
$283K +$23.4K +831 +9%
DM
1736
Delphi Management
Massachusetts
$283K +$283K +9,150 New
MFP
1737
Michael F. Price
$282K -$141K -5,000 -33%
SAM
1738
Smithbridge Asset Management
Pennsylvania
$282K -$29.5K -1,046 -9%
BPCA
1739
Bank Pictet & Cie (Asia)
Singapore
$282K – – –
EC
1740
EJF Capital
Virginia
$282K +$282K +10,000 New
BFA
1741
Beaumont Financial Advisors
Massachusetts
$281K -$13.1K -466 -4%
RRWA
1742
Rainey & Randall Wealth Advisors
Florida
$281K +$536 +19 +0.2%
ITIM
1743
Indiana Trust & Investment Management
Indiana
$281K +$12.1K +427 +4%
BIM
1744
Bridgecreek Investment Management
Oklahoma
$280K – – –
BA
1745
Bridgewater Associates
Connecticut
$279K -$1.43M -50,885 -84%
SIG
1746
Schaller Investment Group
North Carolina
$279K – – –
LFASL
1747
Lugano Financial Advisors SA (LFA)
Switzerland
$278K +$278K +9,925 New
QFA
1748
Quattro Financial Advisors
Texas
$277K – – –
PCMC
1749
Paragon Capital Management (Colorado)
Colorado
$276K -$2.28K -81 -0.8%
XSC
1750
X-Square Capital
Puerto Rico
$276K +$450 +16 +0.2%
68 69
70
71 72