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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 %
JCM
1226
Jacobi Capital Management
Pennsylvania
$1.2M -$58K -1,989 -5%
CWP
1227
Capital Wealth Planning
Florida
$1.2M -$41.3K -1,318 -3%
DI
1228
Diligent Investors
California
$1.19M -$24.7K -847 -2%
CL
1229
Choreo LLC
Illinois
$1.19M +$19.1K +656 +2%
PH
1230
Pinnacle Holdings
Oklahoma
$1.19M – – –
WWM
1231
Windsor Wealth Management
Indiana
$1.19M -$101K -3,637 -8%
SAM
1232
SignalPoint Asset Management
Missouri
$1.19M -$87.5K -3,000 -7%
SVWAG
1233
Sound View Wealth Advisors Group
Georgia
$1.17M -$68.3K -2,342 -6%
CBT
1234
Capital Bank & Trust
California
$1.17M +$754K +25,832 +181%
WSFS
1235
Wilmington Savings Fund Society
Delaware
$1.17M +$19K +651 +2%
BOC
1236
Barbara Oil Co
Illinois
$1.17M – – –
UWPG
1237
Ullmann Wealth Partners Group
Florida
$1.17M – – –
HJMC
1238
Hellman Jordan Management Company
Massachusetts
$1.17M – – –
LJAC
1239
L.J. Altfest & Co
New York
$1.16M -$227K -7,767 -16%
HI
1240
HBK Investments
Texas
$1.16M +$1.16M +39,759 New
TAIM
1241
TD Ameritrade Investment Management
Nebraska
$1.16M +$202K +6,927 +21%
PBT
1242
Pictet Bank & Trust
Bahamas
$1.16M – – –
EWA
1243
Exencial Wealth Advisors
Oklahoma
$1.15M -$94.9K -3,255 -8%
RCM
1244
RNC Capital Management
California
$1.15M +$85.9K +2,943 +8%
DHFB
1245
Dixon Hubard Feinour & Brown
Virginia
$1.15M -$34.7K -1,188 -3%
PWMG
1246
Prestige Wealth Management Group
New Jersey
$1.14M -$12.2K -419 -1%
CA
1247
Claro Advisors
Massachusetts
$1.14M -$16.9K -578 -1%
AOWM
1248
Alpha Omega Wealth Management
Virginia
$1.13M +$426K +12,807 +60%
MFG
1249
Magnus Financial Group
New York
$1.13M -$162K -5,549 -13%
CBN
1250
Cadence Bank NA
Texas
$1.12M +$48.5K +1,663 +5%
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