BAC icon

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 %
AIM
1526
Advantage Investment Management
Iowa
$478K -$2.54K -103 -0.5%
Jones Financial Companies
1527
Jones Financial Companies
Missouri
$478K +$12.1K +490 +3%
FWP
1528
FAS Wealth Partners
Kansas
$477K -$10.7K -433 -2%
RBFC
1529
Roman Butler Fullerton & Co
Missouri
$477K +$477K +18,549 New
PV
1530
Private Vista
Illinois
$476K +$2.27K +92 +0.5%
DCM
1531
Donaldson Capital Management
Indiana
$475K -$26K -1,053 -5%
IBOK
1532
Independence Bank of Kentucky
Kentucky
$474K -$5.52K -224 -1%
BWM
1533
BigSur Wealth Management
Florida
$474K – – –
WPW
1534
Waldron Private Wealth
Pennsylvania
$473K +$189K +7,670 +66%
PFS
1535
Physicians Financial Services
North Carolina
$473K +$473K +19,179 New
PHS
1536
Pekin Hardy Strauss
Illinois
$472K +$12.3K +500 +3%
BIA
1537
Biondo Investment Advisors
Pennsylvania
$470K +$299K +12,138 +175%
AB
1538
AT Bancorp
Iowa
$469K +$469K +18,985 New
RCM
1539
RB Capital Management
Nevada
$465K -$201K -8,145 -30%
HA
1540
Hamel Associates
New Jersey
$462K +$223K +9,075 +94%
JCM
1541
Janney Capital Management
Pennsylvania
$460K – – –
WG
1542
Winton Group
United Kingdom
$459K -$134K -5,444 -23%
GCA
1543
Guardian Capital Advisors
Ontario, Canada
$459K +$5.35K +203 +1%
GIA
1544
Gladstone Institutional Advisory
Florida
$459K +$459K +18,636 New
JFA
1545
JNBA Financial Advisors
Minnesota
$457K -$116K -4,701 -20%
BWM
1546
Baystate Wealth Management
Massachusetts
$455K +$36K +1,228 +9%
WEC
1547
Winslow Evans & Crocker
Massachusetts
$452K -$29K -1,172 -6%
SAA
1548
Southeast Asset Advisors
Georgia
$452K +$1.31K +53 +0.3%
EWM
1549
Executive Wealth Management
Michigan
$452K +$452K +18,339 New
GC
1550
Gratus Capital
Georgia
$449K -$1.08K -44 -0.2%
60 61
62
63 64