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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 %
CF
1601
Copperwynd Financial
Arizona
$404K +$641 +26 +0.2%
BFO
1602
Biltmore Family Office
North Carolina
$402K +$9.24K +375 +2%
BS
1603
Bessemer Securities
New York
$402K +$402K +16,300 New
HHGA
1604
Halbert Hargrove Global Advisors
California
$401K +$5.59K +227 +1%
BCA
1605
Bay Colony Advisors
Massachusetts
$399K -$28.6K -1,162 -7%
LJHT
1606
Laurie J. Hall Trustee
$398K – – –
NWS
1607
Newport Wealth Strategies
California
$397K -$65.9K -2,588 -14%
KTC
1608
Kistler-Tiffany Companies
Pennsylvania
$397K -$42.2K -1,713 -10%
PHAM
1609
Palisades Hudson Asset Management
Florida
$397K – – –
JLBC
1610
J.L. Bainbridge & Co
Florida
$395K -$27.8K -1,129 -7%
SFG
1611
SNS Financial Group
Minnesota
$395K +$131K +5,329 +50%
BWM
1612
BT Wealth Management
Georgia
$395K +$395K +13,908 New
MSU
1613
Mizuho Securities USA
New York
$394K +$394K +16,000 New
OLA
1614
Oliver Luxxe Assets
New Jersey
$393K – – –
GKWIM
1615
Gerber Kawasaki Wealth & Investment Management
California
$392K -$213K -8,680 -35%
BWFA
1616
Baltimore-Washington Financial Advisors
Maryland
$392K -$1.01K -41 -0.3%
FNBSF
1617
First National Bank Sioux Falls
South Dakota
$389K +$19.7K +800 +5%
ACM
1618
Allred Capital Management
Texas
$388K +$388K +15,759 New
AWA
1619
ARS Wealth Advisors
Florida
$387K -$76.4K -3,099 -16%
CCP
1620
Cardan Capital Partners
Colorado
$387K -$48.5K -1,969 -11%
CWM
1621
Centric Wealth Management
Illinois
$386K +$386K +15,669 New
SKK
1622
Shepherd Kaplan Krochuk
Massachusetts
$385K – – –
AIC
1623
Archer Investment Corporation
Indiana
$384K +$384K +15,577 New
FA
1624
FCG Advisors
New Jersey
$383K -$28.1K -1,141 -7%
MPI
1625
Mairs & Power Inc
Minnesota
$381K +$67K +2,717 +21%
63 64
65
66 67