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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 %
MIS
1201
Morningstar Investment Services
Illinois
$1.09M +$1.09M +44,381 New
Rockefeller Capital Management
1202
Rockefeller Capital Management
New York
$1.09M +$142K +5,766 +15%
EWA
1203
EP Wealth Advisors
California
$1.09M -$29.4K -1,193 -3%
APP
1204
Avantax Planning Partners
Iowa
$1.09M +$28.6K +1,161 +3%
KFA
1205
Kelleher Financial Advisors
New York
$1.09M – – –
PNAA
1206
Pictet North America Advisors
Switzerland
$1.08M – – –
NHC
1207
Nicholas Hoffman & Company
Georgia
$1.08M +$134K +5,429 +14%
AIC
1208
Ayalon Insurance Company
Israel
$1.07M +$162K +6,568 +18%
PAMG
1209
Patton Albertson Miller Group
Tennessee
$1.07M +$59.1K +2,081 +6%
CAM
1210
Cresset Asset Management
Illinois
$1.07M +$1.07M +43,293 New
SWA
1211
Sutton Wealth Advisors
Florida
$1.06M +$235K +9,538 +28%
IA
1212
IFG Advisory
Georgia
$1.06M -$117K -4,668 -10%
ODCM
1213
Old Dominion Capital Management
Virginia
$1.06M +$488K +19,807 +85%
OWIM
1214
Old West Investment Management
California
$1.06M -$54.1K -2,196 -5%
EWA
1215
Exencial Wealth Advisors
Oklahoma
$1.05M -$121K -4,914 -10%
SC
1216
Schulhoff & Co
Ohio
$1.05M -$73.5K -2,984 -7%
PSG
1217
Planning Solutions Group
Maryland
$1.04M +$1.04M +42,387 New
BOPW
1218
Brandywine Oak Private Wealth
Pennsylvania
$1.04M +$1.04M +42,268 New
CLOS
1219
Compagnie Lombard Odier SCmA
Switzerland
$1.04M +$564K +22,889 +119%
HT
1220
HighTower Trust
Texas
$1.04M -$24.6K -1,000 -2%
FMWA
1221
Forvis Mazars Wealth Advisors
Missouri
$1.04M +$91.2K +3,703 +10%
DWM
1222
Dakota Wealth Management
Florida
$1.04M -$95.9K -3,270 -8%
SFFS
1223
Stonehage Fleming Financial Services
Jersey
$1.04M +$91.7K +3,718 +10%
ARMT
1224
Amica Retiree Medical Trust
Rhode Island
$1.03M – – –
HCM
1225
Horrell Capital Management
Arkansas
$1.03M +$6.97K +283 +0.7%
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