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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 %
HPC
1826
HM Payson & Co
Maine
$233K -$12.6M -511,532 -98%
RHAM
1827
Round Hill Asset Management
California
$233K – – –
DBT
1828
Dubuque Bank & Trust
Iowa
$232K – – –
CFA
1829
Cahill Financial Advisors
Minnesota
$232K +$9.12K +369 +4%
HFS
1830
Howard Financial Services
Texas
$232K +$232K +9,421 New
NSB
1831
Norway Savings Bank
Maine
$231K -$16K -650 -6%
AIA
1832
Allied Investment Advisors
Montana
$230K -$7.4K -300 -3%
BCM
1833
Boltwood Capital Management
California
$230K – – –
LFA
1834
Legacy Financial Advisors
Kentucky
$230K +$12.3K +498 +6%
SIA
1835
Strategic Investment Advisors
Michigan
$230K +$230K +9,323 New
HFA
1836
Huber Financial Advisors
Illinois
$229K +$19.3K +783 +9%
RWM
1837
Ritholtz Wealth Management
New York
$229K +$229K +9,300 New
EAM
1838
Evanson Asset Management
California
$228K – – –
ACM
1839
AlphaStar Capital Management
North Carolina
$228K +$53.4K +2,163 +31%
KFP
1840
KMG Fiduciary Partners
Ohio
$228K +$228K +9,243 New
CW
1841
Cobiz Wealth
Colorado
$227K +$10.8K +438 +5%
VBFP
1842
Valtinson Bruner Financial Planning
Minnesota
$226K +$226K +9,189 New
AWMG
1843
Alliance Wealth Management Group
New Jersey
$224K – – –
AWE
1844
Avidian Wealth Enterprises
Texas
$224K +$224K +9,081 New
BCM
1845
Breiter Capital Management
Florida
$223K -$4.95K -201 -2%
MFW
1846
Mosaic Family Wealth
Missouri
$223K +$74 +3 +0%
VCM
1847
Vivaldi Capital Management
Illinois
$223K +$223K +9,051 New
SFG
1848
Summit Financial Group
West Virginia
$222K -$54.3K -2,200 -20%
SNT
1849
Security National Trust
West Virginia
$222K – – –
DRZID
1850
DePrince Race & Zollo Inc (DRZ)
Florida
$222K +$222K +9,000 New
72 73
74
75 76