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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 %
JGIA
1876
Jackson Grant Investment Advisers
Connecticut
$114K -$65.5K -2,320 -36%
MWM
1877
Mascoma Wealth Management
New Hampshire
$114K – – –
WF
1878
WealthTrust Fairport
Ohio
$113K -$19.7K -697 -15%
SIM
1879
Sonora Investment Management
Arizona
$112K +$60.3K +2,143 +116%
QCIG
1880
Quad-Cities Investment Group
Iowa
$112K +$112K +4,000 New
SIAS
1881
Shine Investment Advisory Services
Colorado
$110K – – –
SAS
1882
Stelac Advisory Services
New York
$108K -$11.3K -400 -9%
AIS
1883
Accurate Investment Solutions
Pennsylvania
$107K +$84 +3 +0.1%
AWA
1884
Acorn Wealth Advisors
Michigan
$107K +$4.99K +176 +5%
FBT
1885
First Bank & Trust
South Dakota
$107K +$20.4K +723 +24%
BCM
1886
Blume Capital Management
California
$104K – – –
FGAM
1887
Financial Gravity Asset Management
Texas
$104K +$25.5K +823 +33%
CIA
1888
CSat Investment Advisory
Michigan
$103K +$103K +3,649 New
RWG
1889
Regal Wealth Group
California
$100K +$28 +1 +0%
AIM
1890
Acropolis Investment Management
Missouri
$100K +$5.63K +200 +6%
FEG
1891
Financial Enhancement Group
Indiana
$94K – – –
TIM
1892
Tortoise Investment Management
New York
$93K -$28.3K -1,000 -23%
NWM
1893
Northwest Wealth Management
Iowa
$93K +$225 +8 +0.2%
GFP
1894
Gryphon Financial Partners
Ohio
$92K -$4.54K -161 -5%
ML
1895
McAdam LLC
Pennsylvania
$92K +$36.6K +1,300 +66%
SBL
1896
Sargent Bickham Lagudis
Colorado
$90K -$309 -11 -0.3%
WCM
1897
Wealthcare Capital Management
Virginia
$86K – – –
CHP
1898
Cable Hill Partners
Oregon
$86K +$17K +600 +25%
PC
1899
Polar Capital
United Kingdom
$85.3K -$1.52K -53,832 -2%
FMP
1900
Financial Management Professionals
Texas
$85K +$5.66K +200 +7%
74 75
76
77 78