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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 %
FIM
1826
Fernwood Investment Management
Massachusetts
$270K +$270K +9,253 New
PA
1827
Probity Advisors
Texas
$268K -$16.1K -552 -6%
KFP
1828
KMG Fiduciary Partners
Ohio
$268K -$10.2K -350 -4%
PHAM
1829
Palisades Hudson Asset Management
Florida
$268K – – –
ACM
1830
AlphaStar Capital Management
North Carolina
$268K +$7.77K +266 +3%
WP
1831
WealthShield Partners
North Carolina
$266K +$233 +8 +0.1%
WI
1832
WrapManager Inc
California
$266K +$266K +9,135 New
PA
1833
PFG Advisors
Arizona
$265K -$16.1K -576 -6%
AWMG
1834
Alliance Wealth Management Group
New Jersey
$265K – – –
VBFP
1835
Valtinson Bruner Financial Planning
Minnesota
$265K +$492 +17 +0.2%
ACP
1836
Aveo Capital Partners
Colorado
$264K -$6.79K -210 -3%
SFG
1837
StrategIQ Financial Group
Indiana
$264K – – –
CVM
1838
Cheviot Value Management
California
$263K +$7.27K +249 +3%
BCM
1839
Becker Capital Management
Oregon
$262K +$6.55K +225 +3%
NG
1840
Northstar Group
New York
$261K -$4.05K -139 -2%
QCM
1841
Quest Capital Management
Texas
$261K +$27.9K +958 +12%
BC
1842
Brinker Capital
Pennsylvania
$260K +$260K +8,910 New
SWM
1843
SVA Wealth Management
Wisconsin
$259K -$117K -4,027 -31%
CCM
1844
Coe Capital Management
Illinois
$259K -$97.8K -3,350 -27%
DCM
1845
Driehaus Capital Management
Illinois
$259K -$39.8K -1,361 -13%
PWMAG
1846
Pinnacle Wealth Management Advisory Group
New Jersey
$259K – – –
HFA
1847
Huber Financial Advisors
Illinois
$259K +$1.81K +62 +0.7%
ACM
1848
Aljian Capital Management
Nevada
$258K – – –
PIMG
1849
Patriot Investment Management Group
Tennessee
$257K -$13.6K -485 -5%
FPFS
1850
First Personal Financial Services
North Carolina
$257K -$9.89K -339 -4%
72 73
74
75 76