BAC icon

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 %
NAS
1501
Nicolet Advisory Services
Wisconsin
$617K -$1.81K -62 -0.3%
RA
1502
RFG Advisory
Alabama
$613K -$339K -11,630 -36%
HT
1503
HAP Trading
New York
$613K +$613K +20,998 New
HFS
1504
Haverford Financial Services
Pennsylvania
$610K -$236K -8,100 -28%
SIG
1505
Sargent Investment Group
Maryland
$610K -$193K -6,599 -24%
FWCM
1506
Ferguson Wellman Capital Management
Oregon
$608K -$27.4K -940 -4%
CIA
1507
Choate Investment Advisors
Massachusetts
$607K -$3.94K -135 -0.6%
QIM
1508
Quantitative Investment Management
Virginia
$605K -$1.17M -40,102 -66%
FWP
1509
FAS Wealth Partners
Kansas
$605K -$70.9K -2,432 -10%
PP
1510
Professional Planning
California
$605K -$9.47K -325 -2%
NCM
1511
Narwhal Capital Management
Georgia
$605K – – –
SCI
1512
Stableford Capital II
Arizona
$603K -$6.28K -215 -1%
LAIC
1513
Lederer & Associates Investment Counsel
California
$595K – – –
VWM
1514
Venturi Wealth Management
Texas
$595K +$270K +9,260 +83%
DDPIC
1515
Deroy & Devereaux Private Investment Counsel
Michigan
$591K – – –
HCM
1516
Howland Capital Management
Massachusetts
$591K +$205K +7,014 +53%
HCM
1517
Hilton Capital Management
New York
$590K +$497K +17,030 +532%
QPWM
1518
Quadrant Private Wealth Management
Pennsylvania
$587K +$292 +10 +0%
WCM
1519
Weik Capital Management
Pennsylvania
$586K – – –
ACH
1520
ArrowMark Colorado Holdings
Colorado
$586K – – –
PFS
1521
Physicians Financial Services
North Carolina
$586K +$26.3K +900 +5%
SP
1522
Sarasin & Partners
United Kingdom
$583K – – –
VFM
1523
Viking Fund Management
North Dakota
$583K – – –
BCM
1524
BTC Capital Management
Iowa
$583K +$583K +20,000 New
CMI
1525
Clare Market Investments
Texas
$574K -$19.1K -655 -3%
59 60
61
62 63