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 %
MWM
1926
MinichMacGregor Wealth Management
New York
$44K -$12K -429 -21%
CG
1927
Cutler Group
California
$42K -$1.26M -45,000 -97%
MFT
1928
Moisand Fitzgerald Tamayo
Florida
$42K -$22.4K -803 -35%
BCA
1929
Bray Capital Advisors
Florida
$42K – – –
TF
1930
Tompkins Financial
New York
$42K +$28K +1,000 +200%
OFS
1931
Orrstown Financial Services
Pennsylvania
$41K -$9.47K -340 -19%
RBC
1932
Roble Belko & Company
Pennsylvania
$40K – – –
LWA
1933
Lowe Wealth Advisors
Maryland
$40K +$56 +2 +0.1%
CC
1934
Claybrook Capital
Massachusetts
$39K – – –
LC
1935
Landaas & Company
Wisconsin
$39K +$39K +1,375 New
MIP
1936
Mondrian Investment Partners
United Kingdom
$37K -$37.1K -1,327 -50%
FFC
1937
First Financial Corp
Indiana
$36K – – –
MS
1938
Marshall & Sullivan
Washington
$35.9K +$35.9K +1,274 New
FMTCOCP
1939
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$33K -$5.62K -200 -15%
SFG
1940
Sage Financial Group
Pennsylvania
$29K +$224 +8 +0.8%
FP
1941
Factorial Partners
New York
$28.2K +$28.2K +1,000 New
PCC
1942
Park Circle Company
Maryland
$28K -$656K -23,438 -96%
FNB
1943
Farmers National Bank
Kentucky
$28K – – –
NPP
1944
New Potomac Partners
Maryland
$28K – – –
MFBTD
1945
MB Financial Bank - Trust Department
Illinois
$27K -$12.1K -425 -31%
CFN
1946
Cordasco Financial Network
Florida
$27K – – –
WAM
1947
Watermark Asset Management
California
$26K +$84 +3 +0.3%
IF
1948
Ironwood Financial
Arizona
$23K – – –
EWM
1949
Elmwood Wealth Management
California
$22.8K – – –
AA
1950
AlphaMark Advisors
Kentucky
$21K – – –
76 77
78
79 80