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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 %
WP
1501
WealthSource Partners
California
$510K +$238K +9,673 +88%
BCM
1502
BTR Capital Management
California
$509K -$46.8K -1,900 -8%
IWP
1503
Icon Wealth Partners
Texas
$508K -$47.4K -1,924 -9%
DDPIC
1504
Deroy & Devereaux Private Investment Counsel
Michigan
$508K -$14.9K -603 -3%
CCM
1505
Consolidated Capital Management
California
$508K -$7.49K -304 -1%
FHC
1506
First Heartland Consultants
Missouri
$507K -$21.2K -859 -4%
CPA
1507
Clear Perspective Advisors
Illinois
$498K -$19.7K -800 -4%
QCM
1508
Quantinno Capital Management
New York
$496K +$496K +20,133 New
DM
1509
Delphi Management
Massachusetts
$494K -$825K -33,463 -63%
QPWM
1510
Quadrant Private Wealth Management
Pennsylvania
$494K -$76.9K -3,123 -13%
SSWM
1511
Smith Salley Wealth Management
North Carolina
$494K -$2.86K -116 -0.6%
SC
1512
Sawyer & Company
Massachusetts
$493K -$178K -7,236 -27%
CCFCSB
1513
Cape Cod Five Cents Savings Bank
Massachusetts
$493K -$70.7K -2,868 -13%
SP
1514
Sarasin & Partners
United Kingdom
$493K – – –
ACM
1515
Alethea Capital Management
Washington
$493K – – –
VFM
1516
Viking Fund Management
North Dakota
$493K – – –
SCM
1517
Southport Capital Management
Tennessee
$490K +$4.98K +202 +1%
HPC
1518
Hobart Private Capital
North Carolina
$488K +$75.9K +3,079 +18%
GLLW
1519
Graves Light Lenhart Wealth
Virginia
$488K +$488K +19,787 New
FNBOSM
1520
First National Bank of South Miami
Florida
$486K +$486K +17,072 New
CAM
1521
ClariVest Asset Management
California
$485K -$14.6M -590,721 -97%
HI
1522
Hudock Inc
Pennsylvania
$483K -$11.4K -466 -2%
TMAM
1523
Tokio Marine Asset Management
Japan
$483K +$59K +2,393 +14%
SWM
1524
SVA Wealth Management
Wisconsin
$481K – – –
PWPS
1525
Pinnacle Wealth Planning Services
Ohio
$479K -$57.1K -2,319 -11%
59 60
61
62 63