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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 %
CAM
1726
Claret Asset Management
Quebec, Canada
$296K -$5.09K -207 -2%
HCC
1727
Hirtle Callaghan & Co
Pennsylvania
$296K – – –
SMH
1728
Sanders Morris Harris
Texas
$296K – – –
CAM
1729
Cozad Asset Management
Illinois
$296K +$24.6K +1,000 +9%
LA
1730
LexAurum Advisors
Kansas
$296K +$37.1K +1,506 +14%
SSP
1731
Sapphire Star Partners
Washington
$295K -$44.8K -1,820 -13%
WCA
1732
Waratah Capital Advisors
Ontario, Canada
$294K -$768K -31,149 -72%
TCM
1733
Tradewinds Capital Management
Washington
$294K -$1.65K -67 -0.6%
SCM
1734
Sterneck Capital Management
Missouri
$293K -$81.8K -3,317 -22%
PCM
1735
Pointe Capital Management
Michigan
$292K -$3.62K -147 -1%
SCP
1736
Syntal Capital Partners
Texas
$292K – – –
LFASL
1737
Lugano Financial Advisors SA (LFA)
Switzerland
$292K – – –
GA
1738
Gateway Advisory
New Jersey
$292K +$9.9K +402 +4%
PWAC
1739
Private Wealth Advisors (California)
California
$291K +$291K +11,815 New
HPWM
1740
Highland Private Wealth Management
Washington
$290K +$12.9K +526 +5%
DWM
1741
Destination Wealth Management
California
$290K +$31.7K +1,288 +12%
CSPIA
1742
Cary Street Partners Investment Advisory
Virginia
$290K +$290K +11,806 New
PM
1743
Parametrica Management
Hong Kong
$288K +$288K +11,673 New
PMFA
1744
Plante Moran Financial Advisors
Michigan
$285K -$32.8K -1,331 -10%
MPIA
1745
Mountain Pacific Investment Advisers
Idaho
$282K – – –
CCM
1746
Check Capital Management
California
$281K +$16.7K +678 +6%
LPWM
1747
Lake Point Wealth Management
Texas
$281K +$281K +11,391 New
LA
1748
LVW Advisors
New York
$280K +$9.82K +398 +4%
OAM
1749
Oak Asset Management
California
$276K – – –
PCMC
1750
Paragon Capital Management (Colorado)
Colorado
$276K +$40.6K +1,649 +17%
68 69
70
71 72