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Bank of America
BAC

Overview Fund Activity

2,085 hedge funds and large institutions have $188B invested in Bank of America in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 844 increasing their positions, 884 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,085
Holders Change
-17
Holders Change %
-0.81%
% of All Funds
45.36%
Holding in Top 10
187
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.06%
% of All Funds
4.07%
New
113
Increased
844
Reduced
884
Closed
103
Calls
$3.23B
Puts
$4.54B
Net Calls
-$1.3B
Net Calls Change
-$666M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.65B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$901M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$666M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$571M
5
Canada Life
Canada Life
Manitoba, Canada
+$240M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$6.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.32B
3
BlackRock
BlackRock
New York
-$404M
4
AL
AJO LP
Pennsylvania
-$305M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
1426
Lathrop Investment Management
Arkansas
$698K – – –
BHB
1427
Bank Hapoalim BM
Israel
$697K -$72.6K -2,505 -9%
SFWA
1428
Summit Financial Wealth Advisors
Louisiana
$697K -$1.77K -61 -0.3%
MPM
1429
Meritage Portfolio Management
Kansas
$697K +$697K +24,018 New
IWA
1430
Inspirion Wealth Advisors
Illinois
$696K +$435 +15 +0.1%
BIA
1431
Barry Investment Advisors
Massachusetts
$696K +$957 +33 +0.1%
PI
1432
Parkside Investments
Illinois
$696K +$232K +8,000 +50%
CCT
1433
Country Club Trust
Missouri
$695K +$19.6K +675 +3%
DWA
1434
Douglass Winthrop Advisors
New York
$694K -$1.19M -41,177 -63%
SMFS
1435
Squar Milner Financial Services
California
$693K -$81.5K -2,813 -11%
CCFCSB
1436
Cape Cod Five Cents Savings Bank
Massachusetts
$693K +$59.8K +2,062 +9%
RMDI
1437
R.M. Davis Inc
Maine
$690K -$54.3K -1,875 -7%
WC
1438
Whitney & Co
New York
$689K -$20.3K -700 -3%
PI
1439
PFS Investments
Georgia
$689K +$689K +23,533 New
LC
1440
Lindbrook Capital
California
$685K +$74.1K +2,557 +12%
RCM
1441
RB Capital Management
Nevada
$684K +$138K +4,773 +25%
NWS
1442
Newport Wealth Strategies
California
$680K +$38.1K +1,305 +6%
TCOO
1443
Trust Company of Oklahoma
Oklahoma
$675K – – –
WPA
1444
West Paces Advisors
Georgia
$674K – – –
ATFA
1445
All Terrain Financial Advisors
Minnesota
$674K -$29.1K -1,004 -4%
JA
1446
JOYN Advisors
Georgia
$674K +$66.6K +2,371 +11%
FWP
1447
FAS Wealth Partners
Kansas
$672K +$15.8K +545 +2%
AFNAS
1448
American Financial Network Advisory Services
California
$670K -$331K -11,754 -33%
PWPS
1449
Pinnacle Wealth Planning Services
Ohio
$668K +$103K +3,554 +18%
RCC
1450
Red Cedar Capital
Nebraska
$667K – – –
56 57
58
59 60