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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 %
CFG
1776
Cooper Financial Group
California
$306K -$4K -137 -1%
OAM
1777
Oak Asset Management
California
$304K -$2.92K -100 -1%
RRWA
1778
Rainey & Randall Wealth Advisors
Florida
$304K +$10.4K +356 +4%
BIM
1779
Beach Investment Management
Pennsylvania
$303K -$893K -30,580 -75%
RTS
1780
Round Table Services
New Jersey
$303K -$6.37K -218 -2%
QCI
1781
Quaker Capital Investments
Pennsylvania
$302K +$10.2K +350 +4%
SCM
1782
SKBA Capital Management
California
$301K – – –
RSWM
1783
Robertson Stephens Wealth Management
California
$300K – – –
NP
1784
NorthRock Partners
Minnesota
$299K +$299K +10,234 New
IIM
1785
Ipswich Investment Management
Massachusetts
$297K – – –
AIA
1786
Allied Investment Advisors
Montana
$297K – – –
WGA
1787
Weather Gauge Advisory
Virginia
$295K – – –
TAM
1788
Tradition Asset Management
Virginia
$295K +$51.5K +1,770 +21%
MSA
1789
Marino Stram & Associates
Massachusetts
$294K +$1.02K +35 +0.3%
KP
1790
Keel Point
Alabama
$294K +$67.8K +2,325 +30%
CA
1791
Continuum Advisory
Idaho
$293K +$7.67K +270 +3%
PCM
1792
Penserra Capital Management
California
$293K +$119K +4,127 +69%
EC
1793
EJF Capital
Virginia
$292K -$73K -2,500 -20%
CAC
1794
Certified Advisory Corp
Florida
$292K +$1.51K +52 +0.5%
SC
1795
Sovarnum Capital
New York
$292K +$292K +10,000 New
SAM
1796
Smithbridge Asset Management
Pennsylvania
$291K – – –
PIM
1797
Penobscot Investment Management
Massachusetts
$291K +$80.3K +2,750 +38%
XSC
1798
X-Square Capital
Puerto Rico
$290K +$1.52K +52 +0.5%
IP
1799
Investment Partners
Ohio
$290K +$14.5K +499 +5%
IA
1800
IFG Advisors
Missouri
$290K +$290K +9,948 New
70 71
72
73 74