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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 %
SIG
1626
Sky Investment Group
Connecticut
$380K +$7.39K +300 +2%
VNA
1627
Valley National Advisers
Pennsylvania
$380K +$67.8K +2,753 +22%
WAM
1628
Weatherly Asset Management
California
$376K -$42.7K -1,734 -10%
NQWM
1629
Northwest Quadrant Wealth Management
Oregon
$376K -$9.07K -306 -2%
SA
1630
Sicart Associates
New York
$375K – – –
SXL
1631
Summit X LLC
Missouri
$375K +$48.3K +1,966 +15%
TG
1632
TCW Group
California
$372K -$210K -8,540 -36%
AP
1633
Atwood & Palmer
Missouri
$372K – – –
CMANY
1634
Capital Management Associates (New York)
New York
$372K +$11.6K +471 +3%
BIMC
1635
Benson Investment Management Company
Virginia
$371K – – –
BA
1636
Birinyi Associates
Connecticut
$370K -$6.17K -250 -2%
WMA
1637
Wealth Management Associates
New Jersey
$370K +$370K +15,011 New
TFA
1638
Toth Financial Advisory
Virginia
$369K -$57.4K -2,329 -13%
PI
1639
Parkside Investments
Illinois
$369K – – –
POIA
1640
Pin Oak Investment Advisors
Texas
$369K +$19.5K +792 +6%
LIC
1641
Lodestar Investment Counsel
Illinois
$368K +$5.19K +211 +1%
CIM
1642
Confluence Investment Management
Missouri
$367K -$66.3K -2,686 -15%
WBG
1643
Wharton Business Group
Pennsylvania
$366K – – –
AFP
1644
Ausdal Financial Partners
Iowa
$365K -$350K -14,191 -49%
BCM
1645
Barometer Capital Management
Ontario, Canada
$365K +$365K +14,800 New
KPCM
1646
Kings Point Capital Management
New York
$364K -$67K -2,719 -16%
CAG
1647
Csenge Advisory Group
Florida
$361K -$597K -24,290 -62%
WKWM
1648
Walter & Keenan Wealth Management
Indiana
$361K +$9.87K +400 +3%
BEAM
1649
Baker Ellis Asset Management
Washington
$360K +$49.3K +2,000 +16%
SGS
1650
Sterling Global Strategies
California
$358K -$3.43K -139 -0.9%
64 65
66
67 68