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 %
HC
1401
HNP Capital
New York
$662K +$662K +26,847 New
RCAG
1402
Rehmann Capital Advisory Group
Michigan
$661K -$93.1K -3,778 -12%
BWM
1403
Bernicke Wealth Management
Wisconsin
$660K +$38.2K +1,548 +6%
DT
1404
Diversified Trust
Tennessee
$658K +$90.4K +3,667 +16%
LIA
1405
LBMC Investment Advisors
Tennessee
$657K +$80.2K +3,254 +14%
BIAS
1406
Beacon Investment Advisory Services
New Jersey
$651K +$141K +5,703 +28%
FCA
1407
FinTrust Capital Advisors
South Carolina
$651K +$651K +26,418 New
SMFS
1408
Squar Milner Financial Services
California
$650K +$9.64K +391 +2%
GLI
1409
Guardian Life Insurance
New York
$648K +$1.68K +68 +0.3%
CPO
1410
Cerity Partners OCIO
New York
$644K -$11K -447 -2%
VDI
1411
Vaughan David Investments
Illinois
$640K +$12.3K +500 +2%
NIM
1412
Nexus Investment Management
Ontario, Canada
$638K – – –
WP
1413
WealthPLAN Partners
Nebraska
$635K -$184K -6,340 -23%
CAM
1414
Cubic Asset Management
Massachusetts
$633K -$29.7K -1,206 -4%
NCM
1415
Northstar Capital Management
New York
$630K -$1.46M -59,361 -70%
DI
1416
DFPG Investments
Utah
$629K +$629K +25,541 New
ARMC
1417
American Research & Management Company
Massachusetts
$628K +$2.46K +100 +0.4%
CCB
1418
Cutter & Co Brokerage
Missouri
$628K +$38.1K +1,545 +6%
VI
1419
Versor Investments
New York
$628K +$628K +25,500 New
AWP
1420
Ascent Wealth Partners
New York
$627K -$394 -16 -0.1%
MC
1421
Miles Capital
Iowa
$621K +$14.9K +606 +2%
KA
1422
Kaizen Advisory
Illinois
$620K +$49.5K +2,008 +9%
SIM
1423
SSI Investment Management
California
$617K -$4.65K -189 -0.7%
LNB
1424
Ledyard National Bank
$617K – – –
AL
1425
Appaloosa LP
New Jersey
$616K -$82.7M -3,358,263 -99%
55 56
57
58 59