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Bank of America
BAC

Overview Fund Activity

2,062 hedge funds and large institutions have $164B invested in Bank of America in 2018 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 729 increasing their positions, 894 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,062
Holders Change
+47
Holders Change %
+2.33%
% of All Funds
46.02%
Holding in Top 10
204
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-4.23%
% of All Funds
4.55%
New
237
Increased
729
Reduced
894
Closed
173
Calls
$3.25B
Puts
$3.98B
Net Calls
-$723M
Net Calls Change
+$545M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$496M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$466M
3
Primecap Management
Primecap Management
California
+$440M
4
Capital World Investors
Capital World Investors
California
+$294M
5
SC
Sculptor Capital
New York
+$231M

Top Sellers

1
State Street
State Street
Massachusetts
-$574M
2
Boston Partners
Boston Partners
Massachusetts
-$492M
3
ECU
Egerton Capital (UK)
United Kingdom
-$351M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$298M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
726
Hedeker Wealth
Illinois
$4.11M +$105K +4,248 +3%
CFG
727
Cambridge Financial Group
Ohio
$4.1M -$1.41M -57,255 -26%
EFS
728
Essex Financial Services
Connecticut
$4.1M -$903K -36,651 -18%
BCM
729
Billings Capital Management
Virginia
$4.09M +$4.09M +165,930 New
BA
730
Baugh & Associates
Georgia
$4.07M -$10.5K -425 -0.3%
AF
731
Ally Financial
Michigan
$4.07M – – –
DS
732
Dudley & Shanley
Florida
$4.07M +$1.36M +55,000 +50%
BCM
733
Bourgeon Capital Management
Connecticut
$4.06M -$753K -30,570 -16%
MWM
734
Meridian Wealth Management
Kentucky
$4.02M -$698K -28,339 -15%
SB
735
Simmons Bank
Arkansas
$4.01M -$1.43M -57,889 -26%
OCM
736
Oakwood Capital Management
California
$4M +$4M +162,400 New
SIA
737
SeaBridge Investment Advisors
New Jersey
$3.99M -$1.75K -71 -0%
SCM
738
Silvant Capital Management
Georgia
$3.98M -$4.45M -180,698 -53%
BUB
739
BBVA USA Bancshares
Texas
$3.98M -$7K -284 -0.2%
TCM
740
Tufton Capital Management
Maryland
$3.95M +$231K +9,391 +6%
LWANC
741
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.94M +$3.94M +160,035 New
SACTSONJ
742
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.94M – – –
PAM
743
Paradigm Asset Management
New York
$3.94M +$1.3M +52,750 +49%
TW
744
TrinityPoint Wealth
Connecticut
$3.94M +$3.94M +159,853 New
IAA
745
Independent Advisor Alliance
North Carolina
$3.92M +$378K +15,130 +11%
Carson Wealth (CWM LLC)
746
Carson Wealth (CWM LLC)
Nebraska
$3.89M -$161K -6,515 -4%
RT
747
Rockland Trust
Massachusetts
$3.87M +$485K +19,697 +14%
CC
748
ClearArc Capital
Ohio
$3.86M -$2.06M -83,666 -35%
AUB
749
Atlantic Union Bankshares
Virginia
$3.85M -$1.12M -45,261 -22%
WAAG
750
Wealth Alliance Advisory Group
Kansas
$3.85M +$738K +29,968 +24%
28 29
30
31 32