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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 %
WTFG
1801
Wells Trecaso Financial Group
Ohio
$233K – – –
FFWA
1802
FRG Family Wealth Advisors
Washington
$232K – – –
FHB
1803
First Hawaiian Bank
Hawaii
$232K +$197 +7 +0.1%
PWM
1804
Perigon Wealth Management
California
$232K +$84.7K +3,000 +57%
WP
1805
WealthShield Partners
North Carolina
$229K -$32.1K -1,139 -12%
SC
1806
Saturna Capital
Washington
$226K -$1.89K -67 -0.8%
VA
1807
Valmark Advisers
Ohio
$226K +$12.7K +450 +6%
PK
1808
Pflug Koory
Nebraska
$224K -$84.4K -2,995 -27%
CWA
1809
Clarus Wealth Advisors
Arizona
$224K – – –
BWAM
1810
Boyd Watterson Asset Management
Ohio
$223K -$411K -14,562 -65%
NCM
1811
Noesis Capital Mangement
Florida
$223K -$36.6K -1,300 -14%
CCM
1812
Chickasaw Capital Management
Tennessee
$223K – – –
WCWM
1813
Willow Creek Wealth Management
California
$223K +$3.95K +140 +2%
NPF
1814
Norris Perne & French
Michigan
$221K -$11.3K -400 -5%
MAS
1815
Managed Account Services
Florida
$221K – – –
WA
1816
Wealthstar Advisors
Texas
$221K – – –
PI
1817
Pettee Investors
Connecticut
$220K – – –
MUS
1818
Mitsubishi UFJ Securities
Japan
$218K – – –
ATC
1819
Adirondack Trust Company
New York
$218K +$9.56K +340 +5%
PW
1820
Price Wealth
Texas
$217K +$217K +7,701 New
SWA
1821
SFMG Wealth Advisors
Texas
$217K +$119K +9,643 +120%
BOH
1822
Bank of Hawaii
Hawaii
$216K -$77K -2,731 -26%
CWM
1823
Capital Wealth Management
Rhode Island
$215K +$8.51K +302 +4%
CCM
1824
Coe Capital Management
Illinois
$214K – – –
IFS
1825
Ifrah Financial Services
Arkansas
$213K – – –
71 72
73
74 75