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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 %
MBTD
1101
Mechanics Bank - Trust Department
California
$1.41M +$414K +16,801 +42%
OFW
1102
Omnia Family Wealth
Florida
$1.41M +$345 +14 +0%
CAL
1103
Capital Analysts LLC
Pennsylvania
$1.41M -$38.9K -1,581 -3%
WI
1104
Wintrust Investments
Illinois
$1.41M +$137K +5,574 +11%
LA
1105
Legacy Advisors
Pennsylvania
$1.4M -$204K -8,273 -13%
CRC
1106
Curi RMB Capital
Illinois
$1.4M +$56.6K +2,297 +4%
NIS
1107
National Investment Services
Wisconsin
$1.4M -$36.4K -1,479 -3%
AAM
1108
AR Asset Management
California
$1.4M +$3.45K +140 +0.2%
IMOV
1109
Investment Management of Virginia
Virginia
$1.39M -$5.49K -223 -0.4%
9WM
1110
9258 Wealth Management
Ohio
$1.39M +$1.39M +56,366 New
LFAS
1111
Level Four Advisory Services
Texas
$1.39M -$224K -9,107 -14%
SFP
1112
Shepherd Financial Partners
Massachusetts
$1.38M -$556K -22,571 -29%
HB
1113
Homrich & Berg
Georgia
$1.38M -$748K -30,347 -35%
PCM
1114
Parsons Capital Management
Rhode Island
$1.38M -$26.5K -1,074 -2%
MC
1115
Martin & Co
Tennessee
$1.37M -$10.2K -415 -0.7%
MGIA
1116
Moneta Group Investment Advisors
Missouri
$1.37M +$780K +31,643 +133%
KLCM
1117
KG&L Capital Management
Louisiana
$1.35M +$1.35M +55,015 New
UCMOK
1118
United Capital Management of KS
Kansas
$1.35M +$175K +7,087 +15%
BCM
1119
Buckhead Capital Management
Georgia
$1.35M – – –
FCH
1120
Freestone Capital Holdings
Washington
$1.34M -$268K -10,900 -17%
SC
1121
Savant Capital
Illinois
$1.34M -$24.8K -1,007 -2%
FFG
1122
Fortem Financial Group
California
$1.33M +$1.33M +53,962 New
BW
1123
Bison Wealth
Georgia
$1.33M -$60.2K -2,443 -4%
1WA
1124
180 Wealth Advisors
Washington
$1.32M – – –
LWAC
1125
Laurel Wealth Advisors (California)
California
$1.32M -$683K -27,739 -34%
43 44
45
46 47