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Bank of America

2,300 hedge funds and large institutions have $220B invested in Bank of America in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 784 increasing their positions, 955 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,300
Holders Change
+219
Holders Change %
+10.52%
% of All Funds
45.42%
Holding in Top 10
236
Holding in Top 10 Change
+71
Holding in Top 10 Change %
+43.03%
% of All Funds
4.66%
New
346
Increased
784
Reduced
955
Closed
93
Calls
$4.98B
Puts
$7.19B
Net Calls
-$2.21B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1376
Circle Wealth Management
New Jersey
$1.1M -$50.8K -1,443 -4%
ECM
1377
Exchange Capital Management
Michigan
$1.09M +$8.1K +230 +0.7%
TWP
1378
Tempus Wealth Planning
California
$1.09M +$1.09M +30,860 New
HTC
1379
Haverford Trust Company
Pennsylvania
$1.08M +$139K +3,953 +15%
BOPW
1380
Brandywine Oak Private Wealth
Pennsylvania
$1.08M -$24.8K -703 -2%
LF
1381
Lantz Financial
Illinois
$1.08M -$739 -21 -0.1%
CL
1382
CPWM LLC
Washington
$1.08M +$5.42K +154 +0.5%
UWPG
1383
Ullmann Wealth Partners Group
Florida
$1.07M -$336K -9,535 -24%
AAM
1384
Augustine Asset Management
Florida
$1.07M +$65.1K +1,848 +6%
OIA
1385
Optimum Investment Advisors
Illinois
$1.07M +$21.1K +600 +2%
BRWM
1386
B. Riley Wealth Management
Tennessee
$1.07M -$53.4K -1,515 -5%
ST
1387
Spinnaker Trust
Maine
$1.07M -$2.11K -60 -0.2%
AFAS
1388
Acorn Financial Advisory Services
Virginia
$1.07M +$1.07M +30,313 New
FSA
1389
Franklin Street Advisors
North Carolina
$1.07M -$30K -852 -3%
LMAM
1390
Legg Mason Asset Management
Japan
$1.06M -$165K -4,629 -13%
SWK
1391
Stephen W. Kidder
$1.06M
KPW
1392
Kore Private Wealth
New York
$1.05M -$45.2K -1,282 -4%
LWM
1393
Loveless Wealth Management
Montana
$1.05M +$1.05M +30,080 New
WWM
1394
Willingdon Wealth Management
North Carolina
$1.05M -$80.6K -2,289 -7%
WANY
1395
Wealthspire Advisors (New York)
New York
$1.04M +$266K +7,566 +34%
SHA
1396
Seneca House Advisors
Virginia
$1.04M -$2.11K -60 -0.2%
BAC
1397
Boys Arnold & Co
North Carolina
$1.04M +$16.5K +469 +2%
PP
1398
Pegasus Partners
Wisconsin
$1.04M -$1.19M -33,666 -53%
PWM
1399
PBMares Wealth Management
Virginia
$1.04M +$1.04M +29,445 New
WA
1400
Wealth Architects
California
$1.04M -$20.8K -589 -2%