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Bank of America
BAC

Overview Fund Activity

2,081 hedge funds and large institutions have $185B invested in Bank of America in 2019 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 797 increasing their positions, 919 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,081
Holders Change
-4
Holders Change %
-0.19%
% of All Funds
45.71%
Holding in Top 10
165
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.76%
% of All Funds
3.62%
New
112
Increased
797
Reduced
919
Closed
101
Calls
$4.01B
Puts
$5.18B
Net Calls
-$1.18B
Net Calls Change
+$126M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$523M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$196M
3
Victory Capital Management
Victory Capital Management
Texas
+$157M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$120M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.45B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$563M
3
State Street
State Street
Massachusetts
-$550M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$346M
5
Invesco
Invesco
Georgia
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
651
Rockland Trust
Massachusetts
$5.64M +$168K +6,056 +3%
CAN
652
Cetera Advisor Networks
California
$5.63M +$408K +13,948 +8%
Jacobs Levy Equity Management
653
Jacobs Levy Equity Management
New Jersey
$5.62M -$13.6M -465,630 -71%
TW
654
TrinityPoint Wealth
Connecticut
$5.61M +$1.1M +34,015 +24%
Fiera Capital (Canada)
655
Fiera Capital (Canada)
Quebec, Canada
$5.6M -$3.54M -121,212 -39%
LWM
656
Lyell Wealth Management
California
$5.59M +$186K +6,386 +3%
LWCA
657
Locust Wood Capital Advisers
New York
$5.59M -$5.95M -204,030 -52%
EWA
658
EP Wealth Advisors
California
$5.58M +$5.58M +191,147 New
FHB
659
First Hawaiian Bank
Hawaii
$5.53M -$1.22M -41,960 -18%
P
660
Pitcairn
Pennsylvania
$5.53M -$35.8K -1,228 -0.6%
GRP
661
Global Retirement Partners
California
$5.53M +$80.3K +2,754 +1%
MIC
662
Meridian Investment Counsel
California
$5.53M -$7.53K -258 -0.1%
JAM
663
Jupiter Asset Management
United Kingdom
$5.52M +$4.99M +171,049 +944%
ECM
664
Everence Capital Management
Indiana
$5.51M – – –
RMSCM
665
R.M. Sincerbeaux Capital Management
New York
$5.5M -$50.5K -1,731 -0.9%
SBIA
666
Sheaff Brock Investment Advisors
Indiana
$5.49M -$114K -3,894 -2%
SW
667
SVB Wealth
Massachusetts
$5.49M -$144K -4,947 -3%
IAA
668
Independent Advisor Alliance
North Carolina
$5.49M -$1.57K -53 -0%
QI
669
QV Investors
Alberta, Canada
$5.45M +$5.45M +186,952 New
SCM
670
Stellar Capital Management
Arizona
$5.45M -$344K -11,807 -6%
MYLI
671
Meiji Yasuda Life Insurance
Japan
$5.45M +$161K +5,506 +3%
MC
672
Moors & Cabot
Massachusetts
$5.43M +$565K +19,343 +12%
RWM
673
Rench Wealth Management
Texas
$5.42M +$57.2K +1,960 +1%
MA
674
Montag & Associates
Georgia
$5.42M -$6.42K -220 -0.1%
RG
675
Rathbones Group
United Kingdom
$5.4M -$84.3K -2,890 -2%
25 26
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