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Bank of America
BAC

Overview Fund Activity

2,081 hedge funds and large institutions have $185B invested in Bank of America in 2019 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 797 increasing their positions, 919 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,081
Holders Change
-4
Holders Change %
-0.19%
% of All Funds
45.71%
Holding in Top 10
165
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.76%
% of All Funds
3.62%
New
112
Increased
797
Reduced
919
Closed
101
Calls
$4.01B
Puts
$5.18B
Net Calls
-$1.18B
Net Calls Change
+$126M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$523M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$196M
3
Victory Capital Management
Victory Capital Management
Texas
+$157M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$120M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.45B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$563M
3
State Street
State Street
Massachusetts
-$550M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$346M
5
Invesco
Invesco
Georgia
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
1426
Waldron Private Wealth
Pennsylvania
$716K +$329K +11,293 +85%
GLI
1427
Guardian Life Insurance
New York
$715K -$43.4K -1,487 -6%
DT
1428
Diversified Trust
Tennessee
$713K -$21.1K -723 -3%
WDA
1429
Wendell David Associates
New Hampshire
$713K +$10.2K +350 +1%
LGWM
1430
Litman Gregory Wealth Management
California
$712K -$288K -9,888 -29%
MWM
1431
Mission Wealth Management
California
$712K -$3.24K -111 -0.5%
EFSCE
1432
Enterprise Financial Services Corp (EFSC)
Missouri
$706K -$495 -17 -0.1%
LIM
1433
Lathrop Investment Management
Arkansas
$702K – – –
IWA
1434
Inspirion Wealth Advisors
Illinois
$701K – – –
BIA
1435
Barry Investment Advisors
Massachusetts
$701K +$1.11K +38 +0.2%
PWSG
1436
Pacific Wealth Strategies Group
California
$701K +$210K +7,208 +43%
SFWA
1437
Summit Financial Wealth Advisors
Louisiana
$695K – – –
DCM
1438
Donaldson Capital Management
Indiana
$693K +$131K +4,504 +23%
MWP
1439
MYCIO Wealth Partners
Pennsylvania
$690K -$44.7K -1,531 -6%
WC
1440
Whitney & Co
New York
$688K -$80.9K -2,500 -11%
CHAM
1441
Clear Harbor Asset Management
Connecticut
$688K +$201K +6,893 +41%
LC
1442
Lindbrook Capital
California
$685K -$4.32K -148 -0.6%
RCM
1443
RB Capital Management
Nevada
$684K +$16.2K +573 +2%
CFG
1444
CKW Financial Group
Hawaii
$682K +$64.3K +2,263 +10%
GLA
1445
Good Life Advisors
Pennsylvania
$680K -$118K -3,995 -15%
WKWM
1446
Walter & Keenan Wealth Management
Indiana
$680K +$233K +8,000 +52%
CG
1447
Cynosure Group
Utah
$679K -$240K -8,228 -26%
ATFA
1448
All Terrain Financial Advisors
Minnesota
$679K – – –
KF
1449
Krilogy Financial
Missouri
$679K +$76.1K +2,610 +13%
HCMNY
1450
Howard Capital Management (New York)
New York
$677K -$441K -15,111 -39%
56 57
58
59 60