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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 %
TVWM
2001
Tower View Wealth Management
Wisconsin
$12K – – –
BCP
2002
Blackhawk Capital Partners
Wisconsin
$12K – – –
CB
2003
CNB Bank
Pennsylvania
$10K -$16.1K -531 -62%
TAM
2004
Trust Asset Management
Texas
$8K -$1.83M -60,500 -100%
IP
2005
Isthmus Partners
Wisconsin
$7K – – –
AIM
2006
Assured Investment Management
New York
$7K +$7K +241 New
FA
2007
Fagan Associates
New York
$7K +$56 +1,861 +0.8%
HS
2008
Horan Securities
United States
$6K – – –
IDBONY
2009
Israel Discount Bank of New York
New York
$6K – – –
OPWM
2010
Oak Point Wealth Management
Michigan
$5K -$447K -16,451 -99%
SMG
2011
Spectrum Management Group
Indiana
$5K – – –
MIM
2012
Macroview Investment Management
Maryland
$4K +$4K +120 New
SWP
2013
Strategic Wealth Partners
Ohio
$4K +$3.44K +124 +620%
ANBT
2014
American National Bank & Trust
Texas
$3K – – –
SCA
2015
Stuart Chaussee & Associates
California
$3K – – –
VDFA
2016
Vickerman & Driscoll Financial Advisors
Washington
$3K – – –
NR
2017
Newfound Research
Massachusetts
$3K +$2.97K +88 +8,800%
CIM
2018
Corbyn Investment Management
Maryland
$3K +$3K +116 New
IAS
2019
INR Advisory Services
Pennsylvania
$2K – – –
MPPLM
2020
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2K – – –
CSS
2021
Cubist Systematic Strategies
Connecticut
$1K -$3.4M -71,395 -100%
FMA
2022
FNY Managed Accounts
New York
$1K -$4.34K -265 -81%
OAJ
2023
Ogorek Anthony Joseph
New York
$1K – – –
AFNAS
2024
American Financial Network Advisory Services
California
$928 -$248K -34,405 -100%
HA
2025
Hamel Associates
New Jersey
$315 – – –
79 80
81
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