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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 %
BCI
1901
Brinker Capital Investments
Pennsylvania
$82K +$12.6K +444 +18%
AWM
1902
Aevitas Wealth Management
Massachusetts
$81K +$425 +15 +0.5%
SGAM
1903
Smith Group Asset Management
Texas
$80K -$5.61K -200 -7%
SA
1904
SRH Advisors
Kansas
$74K – – –
HDIM
1905
Hanson & Doremus Investment Management
Vermont
$73K – – –
TC
1906
Trilogy Capital
California
$71K -$12K -426 -14%
JWA
1907
JFS Wealth Advisors
Pennsylvania
$68K -$14.4K -513 -17%
BBA
1908
Braun-Bostich & Associates
Pennsylvania
$67K – – –
PAI
1909
Pittenger & Anderson Inc
Nebraska
$66K – – –
CIM
1910
Contravisory Investment Management
Massachusetts
$64K +$11.4K +402 +22%
PCTC
1911
Perkins Coie Trust Company
Washington
$63K -$8.42K -300 -12%
TAIM
1912
TD Ameritrade Investment Management
Nebraska
$63K +$63K +2,241 New
OWA
1913
One Wealth Advisors
California
$61K – – –
BAM
1914
Bruderman Asset Management
New York
$59K +$28.4K +1,006 +93%
BAM
1915
Barrett Asset Management
New York
$58K – – –
PFGIA
1916
Patriot Financial Group Insurance Agency
Massachusetts
$57K -$195K -6,922 -77%
DWA
1917
Divergent Wealth Advisors
Utah
$57K -$4.23K -151 -7%
SPL
1918
Smart Portfolios LLC
Washington
$57K – – –
SWMG
1919
Signature Wealth Management Group
Georgia
$55K +$28 +1 +0.1%
WA
1920
WP Advisors
California
$55K +$55K +1,961 New
PAM
1921
Paradigm Asset Management
New York
$55K – – –
NC
1922
NewSquare Capital
Pennsylvania
$51K +$21K +702 +70%
1IA
1923
1834 Investment Advisors
Wisconsin
$47K – – –
VCM
1924
Vigilant Capital Management
Maine
$47K +$23.9K +848 +103%
P8IP
1925
Pier 88 Investment Partners
California
$45K – – –
75 76
77
78 79