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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 %
GCA
1551
Gradient Capital Advisors
California
$448K +$9.36K +380 +2%
DWM
1552
Doyle Wealth Management
Florida
$448K +$56K +2,274 +14%
MBA
1553
McQueen Ball & Associates
Pennsylvania
$447K +$24.6K +1,000 +6%
Schroder Investment Management Group
1554
Schroder Investment Management Group
United Kingdom
$445K -$2.85K -115,558 -0.6%
RVPG
1555
Relative Value Partners Group
$444K – – –
DWM
1556
Dorchester Wealth Management
Quebec, Canada
$444K +$97.6K +3,965 +28%
FC
1557
FCA Corp
Texas
$443K – – –
VWM
1558
Valley Wealth Managers
New Jersey
$443K +$243K +9,864 +122%
DE
1559
Day & Ennis
Georgia
$442K +$2.37K +96 +0.5%
CWM
1560
Cordatus Wealth Management
Pennsylvania
$442K +$442K +17,928 New
AWM
1561
AllSquare Wealth Management
New York
$440K -$44.1K -1,787 -9%
TRAM
1562
Tuscan Ridge Asset Management
Illinois
$440K +$440K +17,850 New
BMC
1563
Benin Management Corp
Connecticut
$439K -$16.3K -663 -4%
WPW
1564
Winthrop Partners - WNY
New York
$439K – – –
LIM
1565
Leavell Investment Management
Alabama
$436K – – –
FPCP
1566
Fort Point Capital Partners
California
$434K -$167K -6,781 -28%
JIP
1567
Jaffetilchin Investment Partners
Florida
$431K -$20K -813 -4%
BO
1568
BRR OpCo
Ohio
$431K -$9.77K -397 -2%
SFM
1569
Signature Financial Management
Virginia
$430K +$145K +5,883 +51%
RTC
1570
Riverview Trust Company
Washington
$430K +$430K +17,454 New
CT
1571
Clearstead Trust
Maine
$429K +$81.4K +3,305 +23%
BW
1572
Biegel & Waller
Maryland
$429K +$429K +17,425 New
WP
1573
WMS Partners
Maryland
$428K +$6.16K +250 +1%
DJSG
1574
D.J. St. Germain
Massachusetts
$427K – – –
SIG
1575
Sargent Investment Group
Maryland
$426K +$426K +17,290 New
61 62
63
64 65