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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 %
WPA
1451
West Paces Advisors
Georgia
$573K – – –
MWP
1452
MYCIO Wealth Partners
Pennsylvania
$572K -$32.7K -1,326 -5%
AIA
1453
AIMZ Investment Advisors
California
$572K -$7.39K -300 -1%
HCM
1454
HMS Capital Management
Tennessee
$572K +$99.7K +4,048 +21%
AOWM
1455
Alpha Omega Wealth Management
Virginia
$567K -$6.02K -244 -1%
EWM
1456
Evermay Wealth Management
Virginia
$567K +$2.37K +96 +0.4%
RCC
1457
Red Cedar Capital
Nebraska
$566K +$5.07K +206 +0.9%
FSA
1458
Franklin Street Advisors
North Carolina
$565K -$690 -28 -0.1%
LC
1459
Lindbrook Capital
California
$563K +$563K +22,860 New
FIB
1460
First Interstate Bank
Montana
$562K -$1.48K -60 -0.3%
LWM
1461
Liberty Wealth Management
California
$555K +$555K +22,538 New
UAS
1462
United Asset Strategies
New York
$553K -$5.22K -212 -0.9%
FA
1463
Fortis Advisors
Pennsylvania
$551K +$4.14K +168 +0.8%
MCA
1464
Mercer Capital Advisers
New Jersey
$549K +$1.95K +79 +0.4%
BFA
1465
Beaumont Financial Advisors
Massachusetts
$549K +$26.4K +1,070 +5%
IRC
1466
Investors Research Corp
Georgia
$548K – – –
LBC
1467
Lowe Brockenbrough & Co
Virginia
$546K +$21.9K +890 +4%
WAG
1468
Winthrop Advisory Group
Massachusetts
$546K +$52.2K +2,115 +11%
AAMU
1469
Amundi Asset Management US
Massachusetts
$542K -$109K -4,416,051 -17%
PP
1470
Professional Planning
California
$542K -$86.9K -3,527 -14%
GSBTD
1471
Glenview State Bank Trust Department
Illinois
$542K -$9.87K -400 -2%
FWCM
1472
Ferguson Wellman Capital Management
Oregon
$542K +$32.6K +1,325 +6%
CI
1473
Capital International
California
$542K +$196K +7,945 +57%
BA
1474
Broadview Advisors
Wisconsin
$541K -$151K -6,150 -22%
FSCM
1475
Front Street Capital Management
Montana
$540K +$937 +38 +0.2%
57 58
59
60 61