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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 %
HWA
1326
Heritage Wealth Advisors
Virginia
$794K – – –
NCM
1327
Novare Capital Management
North Carolina
$791K +$24.7K +1,004 +3%
TA
1328
Tiedemann Advisors
New York
$791K +$249K +10,134 +46%
WC
1329
Whitney & Co
New York
$790K -$99.4K -3,441 -11%
AWM
1330
Avitas Wealth Management
California
$788K -$3.72M -151,037 -83%
RWA
1331
Ropes Wealth Advisors
Massachusetts
$788K -$89.2K -3,621 -10%
YIA
1332
YHB Investment Advisors
Connecticut
$788K +$23.8K +967 +3%
BBWA
1333
Bell & Brown Wealth Advisors
California
$787K +$28.5K +1,159 +4%
DCM
1334
Dimension Capital Management
Florida
$781K +$52.7K +2,138 +7%
MHIC
1335
Marble Harbor Investment Counsel
Massachusetts
$780K -$4.93K -200 -0.6%
OPCM
1336
Osborne Partners Capital Management
California
$777K – – –
CL
1337
CPWM LLC
Washington
$777K +$76.8K +3,117 +11%
EM
1338
Excalibur Management
Massachusetts
$776K -$2.69K -109 -0.3%
OIA
1339
Optimum Investment Advisors
Illinois
$775K -$36.1K -1,466 -4%
PFM
1340
Parsec Financial Management
North Carolina
$771K -$17.1K -693 -2%
KPW
1341
Kore Private Wealth
New York
$771K +$771K +31,307 New
KWM
1342
Kingsview Wealth Management
Oregon
$759K -$800K -32,478 -51%
BIM
1343
Beach Investment Management
Pennsylvania
$753K -$569K -23,110 -43%
WCM
1344
Wunderlich Capital Managemnt
Tennessee
$753K +$624K +25,303 +483%
CCMG
1345
Clark Capital Management Group
Pennsylvania
$751K -$28.1M -1,141,311 -97%
RI
1346
Ridgewood Investments
New Jersey
$750K – – –
TTWM
1347
TCV Trust & Wealth Management
Virginia
$749K -$88.4K -3,586 -11%
GLA
1348
Good Life Advisors
Pennsylvania
$749K +$259K +10,512 +53%
HL
1349
HeadInvest LLC
Maine
$748K +$374K +15,170 +100%
MMHP
1350
Murphy Middleton Hinkle & Parker
Georgia
$746K -$40.7K -1,652 -5%
52 53
54
55 56