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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 %
MF
1426
Manchester Financial
California
$616K +$616K +25,014 New
JFL
1427
Jarislowsky, Fraser Ltd
Quebec, Canada
$615K -$23.1K -939 -4%
SWMG
1428
Strategic Wealth Management Group
Maryland
$615K +$615K +24,977 New
MA
1429
MCF Advisors
Kentucky
$614K -$3.23K -131 -0.5%
HFS
1430
Haverford Financial Services
Pennsylvania
$614K +$86.3K +3,500 +16%
SFWA
1431
Summit Financial Wealth Advisors
Louisiana
$608K +$207K +8,399 +52%
DSI
1432
Daiwa SB Investments
Japan
$604K -$235K -9,560 -28%
PPP
1433
Private Portfolio Partners
New Jersey
$600K +$600K +24,345 New
NAM
1434
NTV Asset Management
West Virginia
$597K -$49.3K -2,000 -8%
DAS
1435
Dynamic Advisor Solutions
Arizona
$597K +$47.3K +1,599 +9%
AAM
1436
Augustine Asset Management
Florida
$596K +$98.4K +4,000 +20%
MYIA
1437
Mount Yale Investment Advisors
Colorado
$595K -$137K -4,836 -19%
LIM
1438
Lathrop Investment Management
Arkansas
$593K -$12K -486 -2%
OPA
1439
Old Port Advisors
Maine
$593K +$593K +20,372 New
GAM
1440
Grandview Asset Management
Pennsylvania
$593K +$593K +24,049 New
FPCG
1441
Fort Pitt Capital Group
Pennsylvania
$592K +$261K +10,600 +79%
IWA
1442
Inspirion Wealth Advisors
Illinois
$591K – – –
EGM
1443
Engineers Gate Manager
New York
$590K -$896K -36,352 -60%
BIA
1444
Barry Investment Advisors
Massachusetts
$590K -$163K -6,632 -22%
KJWM
1445
Kiley Juergens Wealth Management
Washington
$590K +$17K +690 +3%
WIC
1446
Woodmont Investment Counsel
Tennessee
$588K +$254K +10,315 +76%
CA
1447
Calton & Associates
Florida
$582K -$277K -11,246 -32%
KFGK
1448
Keystone Financial Group (Kentucky)
Kentucky
$582K +$107K +4,339 +22%
CCT
1449
Country Club Trust
Missouri
$581K +$6.11K +248 +1%
KBG
1450
Kahn Brothers Group
New York
$576K -$18.3K -742 -3%
56 57
58
59 60