BAC icon

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 %
BHWM
1751
Bar Harbor Wealth Management
New Hampshire
$321K +$47.9K +1,645 +18%
AAIM
1752
Asset Advisors Investment Management
Georgia
$321K +$321K +11,002 New
CNB
1753
Camden National Bank
Maine
$320K -$6.29K -216 -2%
GHA
1754
GW Henssler & Associates
Georgia
$320K +$48.3K +1,655 +18%
PFSC
1755
Peoples Financial Services Corp
Pennsylvania
$319K +$5.84K +200 +2%
WAM
1756
Weatherly Asset Management
California
$317K -$11.3K -387 -3%
AIM
1757
Acropolis Investment Management
Missouri
$317K +$317K +10,872 New
RPG
1758
Resource Planning Group
Georgia
$316K +$641 +22 +0.2%
VAG
1759
VisionPoint Advisory Group
Texas
$315K -$39.3K -1,384 -11%
PAS
1760
Partnervest Advisory Services
California
$315K +$39.6K +1,358 +14%
GWS
1761
Glassman Wealth Services
Virginia
$314K +$4.34K +149 +1%
CSM
1762
CAMG Solamere Management
North Carolina
$314K +$44.4K +1,518 +16%
TWM
1763
Titus Wealth Management
California
$313K +$7.36K +252 +2%
BFPW
1764
BOK Financial Private Wealth
Colorado
$313K +$49.9K +1,711 +19%
FI
1765
FormulaFolio Investments
Michigan
$312K -$122K -4,178 -28%
MIM
1766
Moseley Investment Management
Florida
$312K -$45.5K -1,558 -13%
FPCP
1767
Fort Point Capital Partners
California
$312K -$21.5K -735 -6%
RW
1768
REDW Wealth
New Mexico
$311K +$26.3K +900 +9%
GAM
1769
Gould Asset Management
California
$311K +$29.2K +1,000 +10%
IIM
1770
Ironwood Investment Management
Massachusetts
$310K -$9.71K -333 -3%
PCMC
1771
Paragon Capital Management (Colorado)
Colorado
$310K -$8.27K -283 -3%
CAM
1772
Cozad Asset Management
Illinois
$310K – – –
CM
1773
Cornerstone Management
Georgia
$309K -$17.4K -597 -5%
LPIC
1774
LeJeune Puetz Investment Counsel
Michigan
$309K – – –
MCP
1775
Mirador Capital Partners
California
$308K -$262 -9 -0.1%
69 70
71
72 73