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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 %
BFG
1526
Barber Financial Group
Kansas
$573K – – –
JIP
1527
JBJ Investment Partners
South Carolina
$572K -$30.2K -1,035 -5%
OC
1528
Oakworth Capital
Alabama
$571K -$53.2K -1,824 -9%
LIM
1529
Leavell Investment Management
Alabama
$569K +$52.9K +1,814 +10%
PV
1530
Private Vista
Illinois
$568K -$263 -9 -0%
CLOS
1531
Compagnie Lombard Odier SCmA
Switzerland
$568K – – –
PHS
1532
Pekin Hardy Strauss
Illinois
$568K – – –
NIM
1533
Nexus Investment Management
Ontario, Canada
$566K – – –
OPA
1534
Old Port Advisors
Maine
$564K +$13.2K +467 +2%
BWM
1535
BigSur Wealth Management
Florida
$562K – – –
UAS
1536
United Asset Strategies
New York
$561K +$15.4K +526 +3%
SA
1537
Sunesis Advisors
Kansas
$560K +$138K +4,743 +33%
HI
1538
Hudock Inc
Pennsylvania
$556K +$992 +34 +0.2%
SCM
1539
Southport Capital Management
Tennessee
$556K +$17.2K +591 +3%
TI
1540
Tidal Investments
Wisconsin
$556K +$556K +19,063 New
PFGIA
1541
Patriot Financial Group Insurance Agency
Massachusetts
$553K -$1.49K -51 -0.3%
ISB
1542
Iowa State Bank
Iowa
$553K +$74.7K +2,562 +16%
CC
1543
Cedar Capital
Illinois
$552K +$33.2K +1,140 +6%
AFNAS
1544
American Financial Network Advisory Services
California
$549K -$144K -4,938 -21%
AIA
1545
Arbor Investment Advisors
North Carolina
$547K +$262 +9 +0%
GFS
1546
GYL Financial Synergies
Connecticut
$546K +$189K +6,468 +53%
RBFC
1547
Roman Butler Fullerton & Co
Missouri
$545K +$11.1K +382 +2%
GCA
1548
Gradient Capital Advisors
California
$545K +$12.9K +444 +2%
NWS
1549
Newport Wealth Strategies
California
$542K -$137K -4,712 -20%
AWA
1550
ARS Wealth Advisors
Florida
$542K +$4.11K +141 +0.8%
60 61
62
63 64