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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 %
CPA
1951
Cowen Prime Advisors
New York
$21K – – –
CFC
1952
Coyle Financial Counsel
Illinois
$20K -$6.11K -212 -23%
PO
1953
Private Ocean
California
$20K – – –
FPS
1954
Fieldpoint Private Securities
Connecticut
$19K – – –
IFAM
1955
Institutional & Family Asset Management
Colorado
$18K -$568 -20 -3%
CFA
1956
Camarda Financial Advisors
Florida
$18K – – –
CWM
1957
Cedar Wealth Management
California
$18K – – –
CTB
1958
Country Trust Bank
Illinois
$18K – – –
HI
1959
Harrington Investments
California
$17K – – –
NCM
1960
New Capital Management
Texas
$17K – – –
KL
1961
KWMG LLC
Kansas
$17K +$17K +601 New
CWM
1962
Cranbrook Wealth Management
Michigan
$16K – – –
SIS
1963
Sound Income Strategies
Florida
$15K +$219 +8 +1%
WA
1964
WealthTrust-Arizona
Arizona
$15K +$250 +9 +2%
GWA
1965
Guidant Wealth Advisors
Illinois
$14K -$3.08K -110 -18%
AWMS
1966
Advocacy Wealth Management Services
Georgia
$14K – – –
TCCM
1967
Timber Creek Capital Management
Massachusetts
$13K – – –
WAS
1968
Winch Advisory Services
Wisconsin
$12K -$1.74M -63,640 -99%
PRS
1969
Pinkerton Retirement Specialists
Idaho
$12K – – –
JWM
1970
Janiczek Wealth Management
Colorado
$12K +$12K +433 New
FPB
1971
First PREMIER Bank
South Dakota
$11K – – –
BCP
1972
Blackhawk Capital Partners
Wisconsin
$11K – – –
TVWM
1973
Tower View Wealth Management
Wisconsin
$11K +$55 +2 +0.5%
FLI
1974
Family Legacy Inc
South Carolina
$10K +$10K +341 New
CB
1975
CNB Bank
Pennsylvania
$9K – – –
77 78
79
80 81