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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 %
DBT
1701
Dubuque Bank & Trust
Iowa
$367K +$14K +480 +4%
LA
1702
LexAurum Advisors
Kansas
$365K -$10.9K -375 -3%
PSF
1703
Pacific Sun Financial
California
$365K – – –
HIC
1704
Harvey Investment Company
Kentucky
$365K +$51.7K +1,773 +16%
IIC
1705
Ironwood Investment Counsel
Arizona
$365K +$365K +12,524 New
PC
1706
Port Capital
Illinois
$363K -$47.1K -1,614 -11%
WAOTB
1707
Wealth Advisors of Tampa Bay
Florida
$363K -$44.1K -1,512 -11%
DDC
1708
DF Dent & Co
Maryland
$363K +$121K +4,139 +50%
WDL
1709
Well Done LLC
Michigan
$361K -$9.36K -321 -3%
PIA
1710
Pinion Investment Advisors
Kansas
$361K +$17.9K +613 +5%
SCA
1711
Sippican Capital Advisors
Massachusetts
$360K – – –
NIA
1712
Northstar Investment Advisors
Colorado
$360K – – –
LCM
1713
Leisure Capital Management
California
$360K +$360K +12,351 New
CFA
1714
Cahill Financial Advisors
Minnesota
$359K +$93.3K +3,197 +35%
FC
1715
Ferris Capital
Massachusetts
$358K -$470K -16,100 -57%
IWP
1716
Icon Wealth Partners
Texas
$358K -$80.2K -2,751 -18%
LFA
1717
Legacy Financial Advisors
Kentucky
$354K -$25.5K -874 -7%
V
1718
VeraBank
Texas
$354K – – –
MAA
1719
Mraz Amerine & Associates
California
$354K +$321 +11 +0.1%
TWA
1720
TCI Wealth Advisors
Arizona
$353K +$14.6K +500 +4%
VHAM
1721
Van Hulzen Asset Management
California
$351K -$19.5K -666 -5%
AA
1722
Advisory Alpha
Michigan
$349K -$33.6K -1,205 -9%
TCM
1723
Tradewinds Capital Management
Washington
$348K +$2.45K +84 +0.7%
SIA
1724
Strategic Investment Advisors
Michigan
$348K +$23.4K +802 +7%
CAM
1725
Claret Asset Management
Quebec, Canada
$347K +$5.3K +182 +2%
67 68
69
70 71