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Bank of America
BAC

Overview Fund Activity

2,024 hedge funds and large institutions have $209B invested in Bank of America in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 808 increasing their positions, 843 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,024
Holders Change
+44
Holders Change %
+2.22%
% of All Funds
46.45%
Holding in Top 10
321
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.26%
% of All Funds
7.37%
New
160
Increased
808
Reduced
843
Closed
100
Calls
$4.02B
Puts
$5.48B
Net Calls
-$1.47B
Net Calls Change
-$77.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$635M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$472M
3
EVM
Eaton Vance Management
Massachusetts
+$406M
4
AGDR
AdamCapital Gestao de Recursos
Brazil
+$327M
5
Deutsche Bank
Deutsche Bank
Germany
+$314M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$709M
2
State Street
State Street
Massachusetts
-$691M
3
Coatue Management
Coatue Management
New York
-$409M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$349M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSC
1776
Peoples Financial Services Corp
Pennsylvania
$273K – – –
MFW
1777
Mosaic Family Wealth
Missouri
$271K – – –
VAM
1778
Visionary Asset Management
Texas
$270K +$270K +9,111 New
ESBC
1779
E.S. Barr & Co
Kentucky
$267K +$4.62K +154 +2%
PFP
1780
Pinnacle Financial Partners
Tennessee
$267K +$25.4K +844 +11%
SFG
1781
StrategIQ Financial Group
Indiana
$265K -$5.85K -195 -2%
Diamond Hill Capital Management
1782
Diamond Hill Capital Management
Ohio
$265K +$34K +1,132 +15%
RPGK
1783
Retirement Planning Group (Kansas)
Kansas
$263K +$30 +1 +0%
PFGIA
1784
Patriot Financial Group Insurance Agency
Massachusetts
$262K +$11.8K +403 +5%
NG
1785
Northstar Group
New York
$259K -$9.54K -300 -4%
SCG
1786
Sonata Capital Group
Washington
$258K – – –
SWMG
1787
Sanchez Wealth Management Group
Florida
$258K +$1.06K +36 +0.4%
TA
1788
Trellis Advisors
Washington
$256K +$12.8K +425 +5%
CJA
1789
C-J Advisory
California
$256K +$40.3K +1,375 +19%
PCFFS
1790
Pacific Center for Financial Services
California
$254K +$599 +20 +0.2%
BBNB
1791
Baker Boyer National Bank
Washington
$254K +$2.37K +79 +0.9%
HAIM
1792
Hunter Associates Investment Management
Pennsylvania
$253K – – –
HFA
1793
Huber Financial Advisors
Illinois
$251K – – –
OC
1794
Oakmont Corp
California
$251K – – –
GEA
1795
Glen Eagle Advisors
New Jersey
$250K +$246K +8,188 +5,118%
CFA
1796
Cahill Financial Advisors
Minnesota
$249K -$30.9K -1,029 -11%
WTFG
1797
Wells Trecaso Financial Group
Ohio
$248K +$40.2K +1,341 +19%
NPF
1798
Norris Perne & French
Michigan
$247K -$165K -5,500 -40%
FFWA
1799
FRG Family Wealth Advisors
Washington
$247K – – –
FHB
1800
First Hawaiian Bank
Hawaii
$247K +$247K +8,251 New
70 71
72
73 74