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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 %
Capstone Investment Advisors
1026
Capstone Investment Advisors
New York
$2.05M -$7.3M -250,109 -78%
AMIM
1027
Aull & Monroe Investment Management
Alabama
$2.05M -$41.3K -1,417 -2%
CGL
1028
Clarius Group LLC
Washington
$2.04M +$150K +5,152 +8%
Jones Financial Companies
1029
Jones Financial Companies
Missouri
$2.03M +$786K +26,959 +63%
AC
1030
Abbrea Capital
California
$2.03M +$19.7K +675 +1%
DWT
1031
Dorsey & Whitney Trust
South Dakota
$2.03M -$39.1K -1,339 -2%
HWA
1032
HCR Wealth Advisors
California
$2.02M -$401K -13,339 -17%
VWA
1033
V Wealth Advisors
Kansas
$2.02M -$286K -9,806 -12%
AT
1034
Arden Trust
Delaware
$2.01M +$5.81K +199 +0.3%
SH
1035
SeaTown Holdings
Singapore
$2.01M +$2.01M +68,903 New
ZIC
1036
ZWJ Investment Counsel
Georgia
$2.01M -$4K -137 -0.2%
TNB
1037
TCF National Bank
South Dakota
$2M +$2M +68,675 New
MC
1038
Machina Capital
France
$2M +$2M +68,682 New
SWA
1039
Stratos Wealth Advisors
Ohio
$2M +$22.3K +763 +1%
BPM
1040
Bowling Portfolio Management
Ohio
$1.99M -$191K -6,556 -9%
CPA
1041
Court Place Advisors
Maryland
$1.99M – – –
PI
1042
PHH Investments
Texas
$1.99M +$3.85K +132 +0.2%
PCA
1043
Providence Capital Advisors
North Carolina
$1.99M +$55K +1,886 +3%
CWM
1044
CMH Wealth Management
New Hampshire
$1.99M +$76.7K +2,630 +4%
EWM
1045
Evercore Wealth Management
New York
$1.99M +$52.3K +1,793 +3%
HC
1046
Hourglass Capital
Texas
$1.98M – – –
SFP
1047
Shepherd Financial Partners
Massachusetts
$1.98M +$379K +13,019 +24%
PCM
1048
Poehling Capital Management
Wisconsin
$1.97M -$147K -5,030 -7%
AAS
1049
Annex Advisory Services
Wisconsin
$1.96M -$129K -4,415 -6%
WCA
1050
Windsor Creek Advisors
Vermont
$1.96M +$11K +378 +0.6%
40 41
42
43 44