BAC icon

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 %
LWA
1851
Lenox Wealth Advisors
New York
$166K -$9.68K -344 -6%
GI
1852
Gradient Investments
Minnesota
$163K +$2.05K +73 +1%
CB
1853
Community Bank
New York
$162K -$30.1K -1,068 -16%
WCM
1854
Wunderlich Capital Managemnt
Tennessee
$148K -$2.54K -90 -2%
TFO
1855
Tarbox Family Office
California
$144K -$818 -29 -0.6%
RFM
1856
Royal Fund Management
Florida
$142K +$1.68K +60 +1%
CCM
1857
Cribstone Capital Management
Maine
$140K -$19K -675 -12%
BFC
1858
Bedel Financial Consulting
Indiana
$138K -$127K -4,532 -48%
VCM
1859
Versant Capital Management
Arizona
$137K +$91.4K +3,256 +201%
HFM
1860
Harvest Fund Management
China
$135K -$71.5K -2,542 -35%
WC
1861
Whitnell & Co
Illinois
$134K +$134K +4,745 New
PG
1862
Patten Group
Tennessee
$133K +$22.9K +815 +21%
M
1863
MOTCO
Texas
$132K – – –
AAP
1864
Arax Advisory Partners
Colorado
$132K +$12.8K +456 +11%
OHS
1865
Odey Holdings (Switzerland)
Switzerland
$130K – – –
BWA
1866
Burt Wealth Advisors
Maryland
$127K – – –
MCM
1867
MV Capital Management
Maryland
$126K -$62.2K -2,200 -33%
MCM
1868
Mainstay Capital Management
Michigan
$126K +$44K +1,563 +54%
CPIG
1869
Chicago Partners Investment Group
Illinois
$124K +$37.8K +1,342 +44%
CCMW
1870
Cypress Capital Management (Wyoming)
Wyoming
$123K -$2.08K -74 -2%
SAM
1871
Security Asset Management
New York
$123K – – –
BA
1872
Ballew Advisors
Mississippi
$123K +$1.67K +59 +1%
RP
1873
Rowlandmiller & Partners
Georgia
$119K – – –
HCM
1874
Hilton Capital Management
New York
$117K +$117K +4,140 New
LWM
1875
Lenox Wealth Management
Ohio
$116K -$3.04K -108 -3%
73 74
75
76 77