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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 %
ACS
1876
Archford Capital Strategies
Illinois
$186K +$186K +6,284 New
AAC
1877
Asset Advisors Corp
Georgia
$183K -$15K -500 -8%
GI
1878
Gradient Investments
Minnesota
$172K +$19.3K +641 +13%
CCM
1879
Cribstone Capital Management
Maine
$169K +$10.7K +358 +7%
CFD
1880
Creative Financial Designs
Indiana
$163K +$145K +4,831 +802%
WCM
1881
Wunderlich Capital Managemnt
Tennessee
$160K -$6.1K -203 -4%
PWM
1882
Perigon Wealth Management
California
$157K -$88.2K -2,932 -36%
AC
1883
Avestar Capital
New York
$155K +$20.1K +698 +15%
TFO
1884
Tarbox Family Office
California
$154K – – –
RFM
1885
Royal Fund Management
Florida
$149K +$8.14K +273 +6%
LA
1886
Legacy Advisors
Pennsylvania
$143K +$5.98K +201 +4%
M
1887
MOTCO
Texas
$141K +$46.5K +1,551 +49%
WF
1888
WealthTrust Fairport
Ohio
$141K +$141K +4,697 New
OHS
1889
Odey Holdings (Switzerland)
Switzerland
$138K -$21K -700 -13%
BC
1890
Bartlett & Co
Ohio
$136K -$18K -600 -12%
WDL
1891
Well Done LLC
Michigan
$136K +$136K +4,536 New
BCWM
1892
Bartlett & Co Wealth Management
Ohio
$136K +$136K +4,525 New
BWA
1893
Burt Wealth Advisors
Maryland
$135K – – –
CCMW
1894
Cypress Capital Management (Wyoming)
Wyoming
$134K -$6.85K -227 -5%
SAM
1895
Security Asset Management
New York
$131K +$72.6K +2,419 +124%
BA
1896
Ballew Advisors
Mississippi
$129K +$129K +4,300 New
TIM
1897
Tortoise Investment Management
New York
$128K -$22.4K -750 -15%
HFP
1898
Holistic Financial Partners
Indiana
$127K -$14.5K -483 -10%
SAS
1899
Stelac Advisory Services
New York
$127K -$6.1K -203 -5%
AAP
1900
Arax Advisory Partners
Colorado
$127K +$46.3K +1,548 +57%
74 75
76
77 78