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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 %
Diamond Hill Capital Management
1751
Diamond Hill Capital Management
Ohio
$276K +$27.1K +964 +11%
CAW
1752
Cornerstone Advisors (Washington)
Washington
$276K +$51K +1,808 +23%
PCA
1753
Providence Capital Advisors
North Carolina
$275K +$86.8K +3,077 +46%
PA
1754
Probity Advisors
Texas
$273K – – –
GHA
1755
GW Henssler & Associates
Georgia
$272K +$52.9K +1,875 +24%
AIA
1756
Allied Investment Advisors
Montana
$271K – – –
DBT
1757
Dubuque Bank & Trust
Iowa
$270K – – –
CNB
1758
Camden National Bank
Maine
$267K +$8.74K +310 +3%
BCM
1759
Breiter Capital Management
Florida
$266K -$38.6K -1,368 -13%
LCC
1760
Lincoln Capital Corp
Rhode Island
$266K -$14.1K -500 -5%
BCA
1761
Bay Colony Advisors
Massachusetts
$266K +$266K +9,419 New
RHAM
1762
Round Hill Asset Management
California
$264K -$8.54K -300 -3%
EAM
1763
Evanson Asset Management
California
$263K -$10.5K -373 -4%
BCM
1764
Boltwood Capital Management
California
$263K – – –
GWS
1765
Glassman Wealth Services
Virginia
$263K +$1.32K +47 +0.5%
RW
1766
REDW Wealth
New Mexico
$262K – – –
NFA
1767
Nuveen Fund Advisors
Illinois
$260K -$3.37M -119,414 -93%
MCP
1768
Mirador Capital Partners
California
$259K -$120K -4,250 -32%
FTC
1769
Farmers Trust Company
Ohio
$259K -$1.72K -61 -0.7%
GBBWRPM
1770
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$259K -$957 -34 -0.4%
B
1771
Brightworth
Georgia
$258K -$189K -6,700 -42%
PFSC
1772
Peoples Financial Services Corp
Pennsylvania
$257K – – –
TC
1773
Trust Company
Kansas
$257K – – –
LFA
1774
Legacy Financial Advisors
Kentucky
$257K +$34K +1,189 +15%
AWMG
1775
Alliance Wealth Management Group
New Jersey
$256K -$43.7K -1,549 -15%
69 70
71
72 73