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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 %
PPSG
1151
Princeton Portfolio Strategies Group
New Jersey
$1.25M -$73.9K -3,000 -6%
WPC
1152
White Pine Capital
Minnesota
$1.25M -$4.93K -200 -0.4%
WSFS
1153
Wilmington Savings Fund Society
Delaware
$1.24M +$2.64K +107 +0.2%
PWP
1154
Principle Wealth Partners
Connecticut
$1.24M +$1.24M +50,326 New
LCH
1155
Lee Capital Holdings
New York
$1.23M – – –
TSWM
1156
Triangle Securities Wealth Management
North Carolina
$1.23M +$498K +20,215 +68%
HJMC
1157
Hellman Jordan Management Company
Massachusetts
$1.23M +$723K +29,350 +142%
PFS
1158
Prospera Financial Services
Texas
$1.23M -$26K -1,043 -2%
VCWA
1159
Vanguard Capital Wealth Advisors
Colorado
$1.22M -$283K -11,469 -19%
CIC
1160
Carnegie Investment Counsel
Ohio
$1.22M -$314K -12,727 -21%
MCM
1161
Murphy Capital Management
New Jersey
$1.22M -$116K -4,702 -9%
PWS
1162
Peloton Wealth Strategists
Indiana
$1.21M -$35.8K -1,454 -3%
BWA
1163
BDO Wealth Advisors
Florida
$1.21M -$3.77K -153 -0.3%
BHBT
1164
Burke & Herbert Bank & Trust
Virginia
$1.21M +$4.93K +200 +0.4%
GRQ
1165
Gardner Russo & Quinn
Pennsylvania
$1.21M -$24.6K -1,000 -2%
GBT
1166
Grove Bank & Trust
Florida
$1.21M +$85.5K +3,470 +8%
MWM
1167
Modera Wealth Management
New Jersey
$1.2M +$1.85K +75 +0.2%
MRCM
1168
M&R Capital Management
New Jersey
$1.2M -$237K -9,637 -16%
AWM
1169
Altium Wealth Management
New York
$1.2M -$148K -5,986 -11%
ADL
1170
Asset Dedication LLC
California
$1.2M +$23.5K +961 +2%
SAMC
1171
Spectrum Asset Management (California)
California
$1.19M -$11.7K -475 -1%
EAM
1172
Erste Asset Management
Austria
$1.19M +$1.19M +48,680 New
KJHP
1173
K.J. Harrison & Partners
Ontario, Canada
$1.18M -$468K -19,000 -28%
MSFP
1174
Mark Sheptoff Financial Planning
Connecticut
$1.18M -$780K -31,652 -40%
BKA
1175
Brick & Kyle Associates
Pennsylvania
$1.18M +$1.18M +47,669 New
45 46
47
48 49