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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 %
TCOO
1451
Trust Company of Oklahoma
Oklahoma
$675K -$3.33K -114 -0.5%
BBL
1452
Beck Bode LLC
Massachusetts
$673K -$117K -3,997 -15%
SBSB
1453
Sullivan, Bruyette, Speros & Blaney
Virginia
$673K +$22.4K +768 +3%
1WA
1454
180 Wealth Advisors
Washington
$672K -$649K -22,471 -49%
RCC
1455
Red Cedar Capital
Nebraska
$670K – – –
FA
1456
Fortis Advisors
Pennsylvania
$670K +$14.4K +495 +2%
PAG
1457
Pinnacle Advisory Group
Maryland
$669K -$149K -5,105 -18%
MF
1458
Manchester Financial
California
$668K – – –
EF
1459
Empirical Finance
Pennsylvania
$667K +$10.6K +365 +2%
JFA
1460
Johanson Financial Advisors
California
$664K -$114K -3,911 -15%
SSWM
1461
Smith Salley Wealth Management
North Carolina
$663K -$58.3K -1,999 -8%
BIM
1462
Baldwin Investment Management
Pennsylvania
$663K +$23.3K +800 +4%
CF
1463
Copperwynd Financial
Arizona
$659K +$78.4K +2,357 +13%
CMANY
1464
Capital Management Associates (New York)
New York
$656K -$5.83K -200 -0.9%
SMFS
1465
Squar Milner Financial Services
California
$656K +$80.3K +3,333 +14%
GIA
1466
Gladstone Institutional Advisory
Florida
$656K +$205K +7,017 +45%
WSC
1467
Wellington Shields & Co
New York
$656K +$656K +22,500 New
WPA
1468
West Paces Advisors
Georgia
$655K -$23.3K -800 -3%
JDR
1469
Jay D. Rosenbaum
$654K +$654K +22,425 New
RMDI
1470
R.M. Davis Inc
Maine
$652K -$42.3K -1,450 -6%
AFG
1471
Albion Financial Group
Utah
$650K +$58 +2 +0%
BC
1472
Bartlett & Co
Ohio
$648K +$313K +10,711 +93%
BCWM
1473
Bartlett & Co Wealth Management
Ohio
$648K +$312K +10,711 +93%
HPC
1474
Hobart Private Capital
North Carolina
$645K +$17.8K +610 +3%
AIA
1475
AIMZ Investment Advisors
California
$645K -$3.47K -119 -0.5%
57 58
59
60 61