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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 %
HA
1801
Halsey Associates
Connecticut
$246K +$60 +2 +0%
CWS
1802
Cypress Wealth Services
California
$243K +$60 +2 +0%
NA
1803
Nottingham Advisors
New York
$243K +$599 +20 +0.2%
PWMAG
1804
Pinnacle Wealth Management Advisory Group
New Jersey
$243K +$30K +1,000 +14%
SC
1805
Saturna Capital
Washington
$242K – – –
HCA
1806
Heck Capital Advisors
Wisconsin
$241K -$1.11K -37 -0.5%
SWA
1807
SFMG Wealth Advisors
Texas
$240K +$210 +7 +0.1%
CAW
1808
Cornerstone Advisors (Washington)
Washington
$239K +$3.09K +103 +1%
CCM
1809
Chickasaw Capital Management
Tennessee
$238K – – –
LFA
1810
Legacy Financial Advisors
Kentucky
$237K -$19K -626 -7%
VWM
1811
Valley Wealth Managers
New Jersey
$237K -$8.92K -298 -4%
FFG
1812
Ford Financial Group
California
$235K -$6.07K -203 -3%
PI
1813
Pettee Investors
Connecticut
$235K – – –
MAS
1814
Managed Account Services
Florida
$235K +$235K +7,849 New
GHA
1815
GW Henssler & Associates
Georgia
$233K +$3K +100 +1%
WCWM
1816
Willow Creek Wealth Management
California
$233K +$233K +7,756 New
ALIONA
1817
Allianz Life Insurance of North America
Minnesota
$233K +$233K +7,773 New
WOC
1818
West Oak Capital
California
$233K -$600 -20 -0.3%
FCAG
1819
First Capital Advisors Group
New Jersey
$232K -$11.6K -386 -5%
MUS
1820
Mitsubishi UFJ Securities
Japan
$232K – – –
SCA
1821
STALEY CAPITAL ADVISERS
Pennsylvania
$231K -$44.9K -1,500 -16%
JFM
1822
Jackson Financial Management
California
$230K -$20.8K -693 -8%
PIA
1823
Pinion Investment Advisors
Kansas
$229K +$229K +7,637 New
CCM
1824
Coe Capital Management
Illinois
$227K – – –
IFS
1825
Ifrah Financial Services
Arkansas
$227K +$1.5K +50 +0.7%
71 72
73
74 75