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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 %
WIP
1751
Wellesley Investment Partners
Massachusetts
$275K – – –
TCM
1752
Towercrest Capital Management
Pennsylvania
$274K – – –
B
1753
Bridgeworth
Alabama
$274K +$54K +2,599 +25%
F
1754
F3Logic
Minnesota
$273K +$273K +10,984 New
MCP
1755
Mirador Capital Partners
California
$272K -$57.4K -2,328 -17%
IIM
1756
Ironwood Investment Management
Massachusetts
$272K – – –
TAM
1757
Timucuan Asset Management
Florida
$271K – – –
BCAM
1758
Boston Common Asset Management
Massachusetts
$271K – – –
PCC
1759
Park Circle Company
Maryland
$271K +$246K +10,000 +1,000%
AHC
1760
Adell Harriman & Carpenter
Texas
$271K -$34.2K -1,386 -11%
MA
1761
Marshwinds Advisory
Georgia
$270K -$637K -25,877 -70%
UC
1762
Unio Capital
New Jersey
$269K -$62.9K -2,550 -19%
SFI
1763
SPC Financial Inc
Maryland
$269K -$34.5K -1,400 -11%
RW
1764
REDW Wealth
New Mexico
$269K +$39.5K +1,600 +17%
CFG
1765
Cooper Financial Group
California
$268K +$268K +10,870 New
SA
1766
Sunesis Advisors
Kansas
$268K +$268K +10,873 New
RPG
1767
Resource Planning Group
Georgia
$267K +$267K +10,824 New
WGA
1768
Weather Gauge Advisory
Virginia
$267K +$267K +10,850 New
CAW
1769
Cornerstone Advisors (Washington)
Washington
$266K -$9.77K -396 -4%
SMC
1770
Smith, Moore & Co
Missouri
$265K -$89.9K -3,643 -25%
PFSC
1771
Peoples Financial Services Corp
Pennsylvania
$265K +$39.5K +1,600 +18%
SJL
1772
Shayne & Jacobs LLC
Tennessee
$264K – – –
WA
1773
Waverly Advisors
Alabama
$262K -$1.26M -51,192 -83%
BC
1774
Brinker Capital
Pennsylvania
$262K -$556K -22,582 -68%
MWPCG
1775
Measured Wealth Private Client Group
New Hampshire
$262K -$60.4K -2,451 -19%
69 70
71
72 73