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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 %
MFW
1776
Mosaic Family Wealth
Missouri
$255K +$85 +3 +0%
SFG
1777
StrategIQ Financial Group
Indiana
$255K +$5.83K +207 +2%
CFA
1778
Cahill Financial Advisors
Minnesota
$255K +$20.8K +735 +9%
DRZID
1779
DePrince Race & Zollo Inc (DRZ)
Florida
$254K +$56.4K +2,000 +29%
CAM
1780
Cozad Asset Management
Illinois
$254K +$254K +9,012 New
NCM
1781
Nelson Capital Management
California
$252K -$134K -4,770 -35%
ALIONA
1782
Allianz Life Insurance of North America
Minnesota
$252K +$33K +1,173 +15%
WFG
1783
Wills Financial Group
Virginia
$251K -$5.58K -198 -2%
ESBC
1784
E.S. Barr & Co
Kentucky
$251K – – –
MSA
1785
Marino Stram & Associates
Massachusetts
$249K -$17K -603 -6%
SWMG
1786
Sanchez Wealth Management Group
Florida
$249K +$1.04K +37 +0.4%
WCA
1787
Waratah Capital Advisors
Ontario, Canada
$248K -$27M -956,180 -99%
RPGK
1788
Retirement Planning Group (Kansas)
Kansas
$247K – – –
PIA
1789
Pinion Investment Advisors
Kansas
$247K +$32K +1,136 +15%
ACP
1790
Aveo Capital Partners
Colorado
$246K -$11.1K -392 -4%
CJA
1791
C-J Advisory
California
$246K +$84 +3 +0%
NA
1792
Nottingham Advisors
New York
$243K – – –
HFA
1793
Huber Financial Advisors
Illinois
$240K +$4.65K +165 +2%
RFA
1794
Reilly Financial Advisors
California
$238K -$78.9K -2,800 -25%
HAIM
1795
Hunter Associates Investment Management
Pennsylvania
$238K – – –
CWS
1796
Cypress Wealth Services
California
$238K +$9.63K +341 +4%
NG
1797
Northstar Group
New York
$237K +$7.3K +259 +3%
PCFFS
1798
Pacific Center for Financial Services
California
$236K -$2.62K -93 -1%
GEA
1799
Glen Eagle Advisors
New Jersey
$235K -$56 -2 -0%
KFGK
1800
Keystone Financial Group (Kentucky)
Kentucky
$235K +$41.7K +1,473 +22%
70 71
72
73 74