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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 %
ESB
1701
Essex Savings Bank
Connecticut
$318K +$318K +12,896 New
LBD
1702
Landsberg Bennett & Dubbaneh
Florida
$317K +$317K +12,850 New
BC
1703
Brio Consultants
California
$317K +$317K +12,876 New
Diamond Hill Capital Management
1704
Diamond Hill Capital Management
Ohio
$315K +$54.8K +2,223 +21%
PFA
1705
Pure Financial Advisors
California
$314K +$15K +608 +5%
CPSAC
1706
Chas P. Smith & Associates (CPS)
Florida
$313K -$81.4K -3,305 -21%
LCM
1707
Logan Capital Management
Pennsylvania
$312K -$17.5K -710 -5%
AI
1708
Accredited Investors
Minnesota
$312K – – –
MWM
1709
Merriman Wealth Management
Washington
$312K +$4.48K +175 +1%
CAM
1710
Costello Asset Management
Pennsylvania
$312K +$312K +12,648 New
FA
1711
Financial Advisors
Massachusetts
$310K +$310K +12,575 New
CWM
1712
Circle Wealth Management
New Jersey
$308K -$250K -10,152 -45%
ACP
1713
Ashfield Capital Partners
California
$308K -$58.4K -2,372 -16%
SCA
1714
Sippican Capital Advisors
Massachusetts
$308K -$3.7K -150 -1%
PTCG
1715
Pring Turner Capital Group
California
$305K +$197 +8 +0.1%
CM
1716
Cornerstone Management
Georgia
$302K -$4.93K -200 -2%
VFP
1717
Verus Financial Partners
Virginia
$301K – – –
PCM
1718
Prelude Capital Management
New York
$300K -$972K -39,458 -76%
GFS
1719
GYL Financial Synergies
Connecticut
$300K +$300K +12,173 New
FFG
1720
Frisch Financial Group
New York
$299K +$299K +12,123 New
V
1721
VeraBank
Texas
$299K +$299K +12,136 New
AWA
1722
AmeriServ Wealth Advisors
Pennsylvania
$298K -$75.4K -3,060 -20%
BSB
1723
Bangor Savings Bank
Maine
$298K -$13.7K -556 -4%
DCM
1724
Driehaus Capital Management
Illinois
$298K +$298K +12,107 New
SG
1725
StoneX Group
New York
$297K -$53.6K -2,172 -15%
67 68
69
70 71