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Bank of America
BAC

Overview Fund Activity

2,085 hedge funds and large institutions have $188B invested in Bank of America in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 844 increasing their positions, 884 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,085
Holders Change
-17
Holders Change %
-0.81%
% of All Funds
45.36%
Holding in Top 10
187
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.06%
% of All Funds
4.07%
New
113
Increased
844
Reduced
884
Closed
103
Calls
$3.23B
Puts
$4.54B
Net Calls
-$1.3B
Net Calls Change
-$666M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.65B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$901M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$666M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$571M
5
Canada Life
Canada Life
Manitoba, Canada
+$240M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$6.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.32B
3
BlackRock
BlackRock
New York
-$404M
4
AL
AJO LP
Pennsylvania
-$305M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1726
Brio Consultants
California
$343K +$41.1K +1,419 +14%
PIA
1727
Pinion Investment Advisors
Kansas
$341K -$24K -827 -7%
CAM
1728
Claret Asset Management
Quebec, Canada
$340K – – –
PWAC
1729
Private Wealth Advisors (California)
California
$340K – – –
TIA
1730
Traphagen Investment Advisors
New Jersey
$340K +$87 +3 +0%
TWA
1731
TCI Wealth Advisors
Arizona
$337K -$55.1K -1,898 -14%
MYIA
1732
Mount Yale Investment Advisors
Colorado
$337K +$14K +501 +4%
KCM
1733
Kanawha Capital Management
Virginia
$336K +$45K +1,554 +15%
GIA
1734
Guyasuta Investment Advisors
Pennsylvania
$335K – – –
BCWM
1735
Bartlett & Co Wealth Management
Ohio
$333K +$122K +4,215 +58%
AHC
1736
Adell Harriman & Carpenter
Texas
$333K – – –
BC
1737
Bartlett & Co
Ohio
$333K +$122K +4,215 +58%
NQWM
1738
Northwest Quadrant Wealth Management
Oregon
$332K -$16.4K -582 -5%
CCM
1739
Check Capital Management
California
$331K +$87 +3 +0%
FPCP
1740
Fort Point Capital Partners
California
$331K +$5.36K +185 +2%
FWM
1741
Fairhaven Wealth Management
Illinois
$328K – – –
WP
1742
WealthPLAN Partners
Nebraska
$327K -$313K -11,266 -49%
WAM
1743
Weatherly Asset Management
California
$327K -$88.6K -3,052 -21%
CNB
1744
Camden National Bank
Maine
$326K +$28.5K +981 +10%
CM
1745
Cornerstone Management
Georgia
$325K -$30.4K -1,048 -9%
B
1746
Brightworth
Georgia
$324K +$88.6K +3,054 +38%
VWM
1747
Venturi Wealth Management
Texas
$323K +$323K +11,155 New
TCM
1748
Towercrest Capital Management
Pennsylvania
$322K – – –
SIA
1749
Strategic Investment Advisors
Michigan
$322K +$28.9K +998 +10%
FWSM
1750
First Wilshire Securities Management
California
$322K +$322K +11,104 New
68 69
70
71 72