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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 %
MCM
1926
Mainstay Capital Management
Michigan
$87K +$239 +8 +0.3%
ES
1927
Equitec Specialists
Illinois
$86K +$86K +2,859 New
AWM
1928
Aevitas Wealth Management
Massachusetts
$85K +$8.98K +300 +12%
FMP
1929
Financial Management Professionals
Texas
$84K -$1.56K -52 -2%
MIP
1930
Mondrian Investment Partners
United Kingdom
$79K – – –
SA
1931
SRH Advisors
Kansas
$79K – – –
HDIM
1932
Hanson & Doremus Investment Management
Vermont
$78K +$21.5K +714 +38%
PCTC
1933
Perkins Coie Trust Company
Washington
$76K -$5.38K -180 -7%
FGC
1934
Financial Gravity Companies
Texas
$75K +$53K +1,788 +240%
FGAM
1935
Financial Gravity Asset Management
Texas
$75K +$75K +2,532 New
BCI
1936
Brinker Capital Investments
Pennsylvania
$73K +$27.7K +930 +61%
CHP
1937
Cable Hill Partners
Oregon
$72K -$10.9K -369 -13%
BBA
1938
Braun-Bostich & Associates
Pennsylvania
$72K – – –
PAI
1939
Pittenger & Anderson Inc
Nebraska
$70K – – –
CPP
1940
Crow Point Partners
Massachusetts
$70K +$70K +2,337 New
MFT
1941
Moisand Fitzgerald Tamayo
Florida
$69K +$36.1K +1,206 +110%
OWA
1942
One Wealth Advisors
California
$65K -$150 -5 -0.2%
DWA
1943
Divergent Wealth Advisors
Utah
$65K +$65K +2,184 New
BAM
1944
Barrett Asset Management
New York
$61K -$982 -33 -2%
SPL
1945
Smart Portfolios LLC
Washington
$61K +$61K +2,018 New
MWM
1946
MinichMacGregor Wealth Management
New York
$60K +$2.01K +67 +3%
CGT
1947
Capital Guardian Trust
California
$60K +$60K +2,000 New
SWMG
1948
Signature Wealth Management Group
Georgia
$59K +$30 +1 +0.1%
ML
1949
McAdam LLC
Pennsylvania
$59K +$59K +1,964 New
PAM
1950
Paradigm Asset Management
New York
$58.5K – – –
76 77
78
79 80