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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 %
9WM
1126
9258 Wealth Management
Ohio
$1.61M +$5.02K +172 +0.3%
EF
1127
Exeter Financial
Arizona
$1.61M – – –
CAL
1128
Capital Analysts LLC
Pennsylvania
$1.6M +$30.4K +1,042 +2%
RCG
1129
Rock Creek Group
District of Columbia
$1.59M +$1.59M +54,406 New
NL
1130
NWAM LLC
Washington
$1.59M -$82.2K -2,819 -5%
SSG
1131
Summit Securities Group
New York
$1.58M +$1.22M +41,700 +334%
LBD
1132
Landsberg Bennett & Dubbaneh
Florida
$1.57M -$31.2K -1,063 -2%
CFS
1133
CRA Financial Services
New Jersey
$1.57M -$182K -6,256 -10%
LWCFA
1134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.57M -$64.2K -2,200 -4%
IWM
1135
IHT Wealth Management
Illinois
$1.56M +$266K +9,121 +21%
QC
1136
Quadrature Capital
United Kingdom
$1.56M +$1.56M +53,375 New
CAG
1137
Csenge Advisory Group
Florida
$1.55M +$157K +5,380 +11%
SSW
1138
Smith Shellnut Wilson
Mississippi
$1.55M – – –
Assenagon Asset Management
1139
Assenagon Asset Management
Luxembourg
$1.55M – – –
ODCM
1140
Old Dominion Capital Management
Virginia
$1.54M +$5.11K +175 +0.3%
AC
1141
Arjuna Capital
North Carolina
$1.54M +$38.9K +1,335 +3%
CSIC
1142
Clifford Swan Investment Counsel
California
$1.54M -$620K -21,259 -29%
GWCM
1143
Godshalk Welsh Capital Management
Pennsylvania
$1.53M – – –
TWI
1144
Thomas White International
Illinois
$1.53M -$2.04K -70 -0.1%
NJBEST
1145
New Jersey Better Educational Savings Trust
New Jersey
$1.52M – – –
PWAP
1146
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.51M -$135K -4,643 -8%
HCM
1147
Highlander Capital Management
New Jersey
$1.51M -$146K -5,000 -9%
WB
1148
WesBanco Bank
West Virginia
$1.51M -$309K -10,600 -17%
CHJWM
1149
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.5M -$1.39K -49 -0.1%
NFG
1150
Next Financial Group
Texas
$1.5M +$149K +5,092 +11%
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46
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