BAC icon

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 %
SFA
1276
Sequoia Financial Advisors
Ohio
$898K +$1.21K +49 +0.1%
CWM
1277
Connecticut Wealth Management
Connecticut
$897K -$6.23K -253 -0.7%
LWCFA
1278
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$895K -$103K -4,195 -10%
SCA
1279
Stonebridge Capital Advisors
Minnesota
$891K +$80.9K +3,283 +10%
SW
1280
SlateStone Wealth
Florida
$889K +$889K +36,074 New
AIM
1281
Aspen Investment Management
Michigan
$886K +$73.9K +3,000 +9%
SAM
1282
Shamrock Asset Management
Texas
$884K – – –
AF
1283
Allworth Financial
California
$876K -$66.4K -2,694 -7%
GJIC
1284
Gamble Jones Investment Counsel
California
$875K – – –
LW
1285
Linscomb Wealth
Texas
$873K +$228K +9,266 +35%
BAM
1286
Belpointe Asset Management
Nevada
$867K -$539K -21,890 -38%
APG
1287
Abacus Planning Group
South Carolina
$866K +$5.54K +225 +0.6%
GA
1288
Geller Advisors
New York
$863K -$268K -10,891 -24%
DAM
1289
Deltec Asset Management
New York
$862K -$2.31M -93,900 -73%
PCM
1290
Palisade Capital Management
New Jersey
$862K +$142K +5,750 +20%
SS
1291
Sunbelt Securities
Texas
$861K -$81.6K -3,311 -9%
IC
1292
Intersect Capital
California
$859K +$30.5K +1,238 +4%
SWA
1293
Stratos Wealth Advisors
Ohio
$858K +$858K +34,804 New
NMC
1294
Nine Masts Capital
Hong Kong
$857K +$857K +34,771 New
VCAM
1295
Van Cleef Asset Management
Ohio
$855K +$47.1K +1,910 +6%
ECM
1296
Evergreen Capital Management
Washington
$855K +$131K +5,318 +18%
CMI
1297
Clare Market Investments
Texas
$852K +$852K +34,566 New
BWM
1298
BerganKDV Wealth Management
Minnesota
$851K -$165K -6,698 -16%
PCM
1299
Princeton Capital Management
New Jersey
$850K -$18.5K -750 -2%
GG
1300
Gofen & Glossberg
Illinois
$850K -$2.86K -116 -0.3%
50 51
52
53 54