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Bank of America
BAC

Overview Fund Activity

2,102 hedge funds and large institutions have $182B invested in Bank of America in 2019 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 807 increasing their positions, 867 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,102
Holders Change
+40
Holders Change %
+1.94%
% of All Funds
45.57%
Holding in Top 10
189
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-7.35%
% of All Funds
4.1%
New
174
Increased
807
Reduced
867
Closed
106
Calls
$3.39B
Puts
$4.02B
Net Calls
-$635M
Net Calls Change
+$88.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$840M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$498M
3
Legal & General Group
Legal & General Group
United Kingdom
+$282M
4
Bessemer Group
Bessemer Group
New Jersey
+$236M
5
Harris Associates
Harris Associates
Illinois
+$221M

Top Sellers

1
BlackRock
BlackRock
New York
-$893M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$378M
3
Asset Management One
Asset Management One
Japan
-$308M
4
Goldman Sachs
Goldman Sachs
New York
-$302M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1326
GSB Wealth Management
Connecticut
$940K +$5.13K +186 +0.5%
DAS
1327
Dynamic Advisor Solutions
Arizona
$937K +$380K +13,762 +68%
SHA
1328
Seneca House Advisors
Virginia
$935K -$76.1K -2,754 -8%
LF
1329
Lantz Financial
Illinois
$931K +$931K +33,762 New
SAM
1330
Shamrock Asset Management
Texas
$928K -$62.6K -2,268 -6%
TL
1331
TrueWealth LLC
Georgia
$923K – – –
DIM
1332
DC Investments Management
Virginia
$918K +$918K +33,257 New
AIS
1333
AlphaOne Investment Services
Pennsylvania
$916K +$916K +33,200 New
PCM
1334
Princeton Capital Management
New Jersey
$912K -$39.3K -1,425 -4%
BRWM
1335
B. Riley Wealth Management
Tennessee
$903K -$1.73M -62,726 -66%
TPA
1336
Trivium Point Advisory
Connecticut
$902K +$119K +4,304 +15%
RWA
1337
Ropes Wealth Advisors
Massachusetts
$901K +$18.8K +683 +2%
XS
1338
XR Securities
Illinois
$899K -$784K -28,439 -47%
NB
1339
NBT Bank
New York
$895K – – –
WCM
1340
Wunderlich Capital Managemnt
Tennessee
$895K +$52.8K +1,916 +6%
HWA
1341
Heritage Wealth Advisors
Virginia
$889K – – –
YIA
1342
YHB Investment Advisors
Connecticut
$888K +$5.63K +204 +0.6%
RCAG
1343
Rehmann Capital Advisory Group
Michigan
$886K +$146K +5,276 +20%
AIP
1344
Almanack Investment Partners
Pennsylvania
$883K +$131K +4,745 +17%
CSA
1345
Cottage Street Advisors
Massachusetts
$875K -$55.2K -2,000 -6%
OIA
1346
Optimum Investment Advisors
Illinois
$867K – – –
RA
1347
RFG Advisory
Alabama
$866K +$58.3K +2,102 +7%
HH
1348
Hilltop Holdings
Texas
$861K -$52.5K -1,906 -6%
CICI
1349
Capital Investment Counsel Inc
North Carolina
$860K -$90.3K -3,272 -9%
CL
1350
CPWM LLC
Washington
$858K -$12.1K -438 -1%
52 53
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