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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 %
CICI
1301
Capital Investment Counsel Inc
North Carolina
$849K +$158K +6,411 +23%
LSAG
1302
Lake Street Advisors Group
New Hampshire
$847K +$56.2K +2,283 +7%
PT
1303
Plimoth Trust
Massachusetts
$843K -$2.49K -101 -0.3%
CGL
1304
Clarius Group LLC
Washington
$842K +$43.4K +1,762 +5%
CAMG
1305
CWA Asset Management Group
Florida
$840K +$100K +4,062 +14%
FHA
1306
Flagship Harbor Advisors
Massachusetts
$838K -$103K -4,193 -11%
CQS
1307
Credential Qtrade Securities
$838K -$273K -11,079 -25%
GWM
1308
GSB Wealth Management
Connecticut
$835K +$5.35K +217 +0.6%
SFSIG
1309
San Francisco Sentry Investment Group
California
$834K -$72.5K -2,941 -8%
CSA
1310
Cottage Street Advisors
Massachusetts
$831K – – –
SAM
1311
Sawgrass Asset Management
Florida
$830K +$47.7K +1,935 +6%
ACA
1312
Atlas Capital Advisors
Wyoming
$830K -$23K -935 -3%
BBL
1313
Beck Bode LLC
Massachusetts
$827K +$827K +33,560 New
TL
1314
TrueWealth LLC
Georgia
$824K -$18.3K -743 -2%
CBN
1315
Cadence Bank NA
Texas
$819K +$2.19K +89 +0.3%
VC
1316
Vicus Capital
Pennsylvania
$818K +$28K +1,134 +4%
BTW
1317
Boston Trust Walden
Massachusetts
$816K – – –
HH
1318
Hilltop Holdings
Texas
$816K +$39.5K +1,604 +5%
HAM
1319
Highstreet Asset Management
Ontario, Canada
$812K -$993K -40,315 -55%
MWM
1320
MorganRosel Wealth Management
Colorado
$810K +$810K +32,859 New
CS
1321
Cannell & Spears
New York
$809K +$328K +13,302 +68%
CWM
1322
Cornerstone Wealth Management
Missouri
$803K -$14.2M -579,314 -95%
NB
1323
NBT Bank
New York
$799K +$49.3K +2,000 +7%
BAC
1324
Boys Arnold & Co
North Carolina
$796K -$189K -7,758 -19%
YWP
1325
YorkBridge Wealth Partners
New York
$796K +$53.6K +2,175 +7%
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