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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 %
EF
1576
Empirical Finance
Pennsylvania
$424K -$42.8K -1,735 -9%
EFSCE
1577
Enterprise Financial Services Corp (EFSC)
Missouri
$421K -$8.35K -339 -2%
JC
1578
Jacobs & Co
California
$419K +$73.5K +2,983 +21%
IHL
1579
Investment House LLC
California
$414K -$22K -894 -5%
EWM
1580
Empirical Wealth Management
Washington
$414K -$13.2K -536 -3%
BFG
1581
Barber Financial Group
Kansas
$414K +$4.07K +165 +1%
USGIU
1582
U.S. Global Investors (USGI)
Texas
$414K +$29K +1,176 +8%
PCP
1583
Proficio Capital Partners
Massachusetts
$413K +$42K +1,705 +11%
TWA
1584
TCI Wealth Advisors
Arizona
$412K +$4.43K +180 +1%
CHAM
1585
Clear Harbor Asset Management
Connecticut
$411K +$99.8K +4,050 +32%
WAS
1586
WESPAC Advisors SoCal
California
$410K -$77.4K -3,143 -16%
DBIA
1587
Dumont & Blake Investment Advisors
New Jersey
$410K +$74 +3 +0%
PWSG
1588
Pacific Wealth Strategies Group
California
$410K +$3.23K +131 +0.8%
PIA
1589
Peachtree Investment Advisors
Georgia
$410K +$410K +16,655 New
SSWM
1590
Sheets Smith Wealth Management
North Carolina
$408K -$2.22K -90 -0.5%
ISB
1591
Iowa State Bank
Iowa
$407K -$23K -934 -5%
GBBWRPM
1592
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$407K +$1.45K +59 +0.4%
BIA
1593
BHK Investment Advisors
Alabama
$407K +$4.97K +202 +1%
FBFS
1594
First Business Financial Services
Wisconsin
$407K +$407K +16,500 New
I
1595
IberiaBank
Louisiana
$406K -$95.4K -3,869 -19%
HFA
1596
Hoover Financial Advisors
Pennsylvania
$406K +$406K +16,469 New
FCB
1597
First Command Bank
Texas
$405K -$433K -17,591 -52%
FCFS
1598
First Command Financial Services
Texas
$405K -$433K -17,591 -52%
CC
1599
Cedar Capital
Illinois
$405K -$43K -1,747 -10%
TIA
1600
Tiemann Investment Advisors
California
$405K +$99 +4 +0%
62 63
64
65 66