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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 %
VWM
1826
Venturi Wealth Management
Texas
$213K – – –
MCM
1827
Monument Capital Management
Virginia
$213K +$254 +9 +0.1%
BC
1828
Barnett & Company
Tennessee
$212K – – –
CAC
1829
Certified Advisory Corp
Florida
$212K +$958 +34 +0.5%
AAM
1830
American Asset Management
Florida
$210K – – –
MCWS
1831
McKinley Carter Wealth Services
West Virginia
$209K +$110K +3,900 +111%
BDWM
1832
Brewin Dolphin Wealth Management
Ireland
$208K – – –
TA
1833
Trellis Advisors
Washington
$208K -$33.1K -1,170 -14%
HIC
1834
Harvey Investment Company
Kentucky
$208K – – –
SCG
1835
Sonata Capital Group
Washington
$207K -$35.3K -1,254 -15%
BI
1836
Boulegeris Investments
Georgia
$206K – – –
SCA
1837
STALEY CAPITAL ADVISERS
Pennsylvania
$205K -$12.7K -450 -6%
JFM
1838
Jackson Financial Management
California
$205K -$11.4K -405 -5%
WOC
1839
West Oak Capital
California
$205K -$14.1K -500 -6%
NGA
1840
Naples Global Advisors
Florida
$202K +$202K +7,163 New
CF
1841
Corrigan Financial
Rhode Island
$201K +$141 +5 +0.1%
DWM
1842
Destination Wealth Management
California
$201K -$127K -4,509 -39%
WA
1843
Winfield Associates
Ohio
$197K – – –
RCG
1844
Ruggie Capital Group
Florida
$194K +$495 +17 +0.3%
ACS
1845
Archford Capital Strategies
Illinois
$190K +$12.7K +450 +7%
BWL
1846
Bogart Wealth LLC
Virginia
$175K – – –
BCWM
1847
Bartlett & Co Wealth Management
Ohio
$173K +$45.7K +1,621 +36%
AC
1848
Avestar Capital
New York
$173K +$26.7K +983 +18%
BC
1849
Bartlett & Co
Ohio
$173K +$45.6K +1,621 +36%
AAC
1850
Asset Advisors Corp
Georgia
$172K -$198 -7 -0.1%
72 73
74
75 76