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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 %
GCA
1676
Guardian Capital Advisors
Ontario, Canada
$389K -$16.1K -578 -4%
BT
1677
Brandywine Trust
Delaware
$389K – – –
VCM
1678
Vivaldi Capital Management
Illinois
$389K +$124K +4,256 +47%
RFO
1679
RiverGlades Family Offices
Florida
$388K – – –
GFP
1680
Gryphon Financial Partners
Ohio
$388K +$76.6K +2,628 +25%
AB
1681
Atlas Brown
Kentucky
$387K -$14.8K -506 -4%
ATC
1682
Adirondack Trust Company
New York
$387K -$9.91K -340 -2%
TFF
1683
The Family Firm
Maryland
$386K +$1.23K +42 +0.3%
BCP
1684
Berkeley Capital Partners
Georgia
$384K +$76.7K +2,626 +25%
AP
1685
Atwood & Palmer
Missouri
$382K -$14.6K -500 -4%
WPSG
1686
Wealth & Pension Services Group
Georgia
$381K +$3.32K +114 +0.9%
BRC
1687
Bell Rock Capital
Delaware
$380K -$169K -5,803 -31%
DWM
1688
Dakota Wealth Management
Florida
$379K -$211K -7,210 -36%
ME
1689
McIlrath & Eck
Washington
$379K +$1.66K +57 +0.4%
PWAC
1690
Private Wealth Advisors (California)
California
$379K +$19.7K +675 +5%
PMFA
1691
Plante Moran Financial Advisors
Michigan
$375K +$3.85K +132 +1%
WA
1692
Waverly Advisors
Alabama
$375K +$84.4K +2,890 +29%
PAM
1693
PVG Asset Management
Colorado
$375K +$375K +12,850 New
SWM
1694
Segment Wealth Management
Texas
$373K -$8.76K -300 -2%
WPW
1695
Winthrop Partners - WNY
New York
$372K – – –
AF
1696
Aldebaran Financial
$371K – – –
MS
1697
Mizuho Securities
Japan
$370K +$219K +7,500 +144%
CIM
1698
Confluence Investment Management
Missouri
$368K -$204 -7 -0.1%
FA
1699
Financial Advisors
Massachusetts
$367K +$58 +2 +0%
NQWM
1700
Northwest Quadrant Wealth Management
Oregon
$367K +$1.8K +58 +0.5%
66 67
68
69 70