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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 %
LYV
1976
Live Your Vision
Pennsylvania
$9K +$9K +300 New
ST
1977
Sageworth Trust
Pennsylvania
$8K -$17.5K -658 -69%
CA
1978
Centerpoint Advisors
Massachusetts
$8K -$8.67K -322 -52%
SWP
1979
Strategic Wealth Partners
Ohio
$8K +$3.73K +126 +88%
CDIA
1980
Capital Directions Investment Advisors
Georgia
$8K +$8K +282 New
TAM
1981
Trust Asset Management
Texas
$7K – – –
HS
1982
Horan Securities
United States
$6K – – –
IP
1983
Isthmus Partners
Wisconsin
$6K – – –
IDBONY
1984
Israel Discount Bank of New York
New York
$6K – – –
SMG
1985
Spectrum Management Group
Indiana
$5K – – –
NA
1986
NewEdge Advisors
Louisiana
$3.29K +$726 +25,713 +28%
ANBT
1987
American National Bank & Trust
Texas
$3K – – –
NR
1988
Newfound Research
Massachusetts
$3K – – –
MIM
1989
Macroview Investment Management
Maryland
$3K – – –
SCA
1990
Stuart Chaussee & Associates
California
$3K – – –
VDFA
1991
Vickerman & Driscoll Financial Advisors
Washington
$3K – – –
PMG
1992
ProVise Management Group
Florida
$2.66K +$55 +1,958 +2%
MPPLM
1993
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K – – –
NDSI
1994
Newman Dignan & Sheerar Inc
Rhode Island
$1.72K +$37 +1,326 +2%
GCM
1995
Gladius Capital Management
Illinois
$1.17K +$1.17K +41,660 New
OAJ
1996
Ogorek Anthony Joseph
New York
$1K – – –
IAS
1997
INR Advisory Services
Pennsylvania
$1K – – –
AFNAS
1998
American Financial Network Advisory Services
California
$867 -$50 -7 -5%
AIL
1999
AGF Investments LLC
Ontario, Canada
$579 +$579 +20,578 New
FRA
2000
Front Row Advisors
California
$342 +$16 +501 +5%
78 79
80
81 82