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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 %
BAAM
1876
Baker Avenue Asset Management
California
$205K +$34K +1,380 +20%
MSR
1877
Main Street Research
Connecticut
$205K +$205K +8,305 New
MCIA
1878
Mountain Capital Investment Advisors
Colorado
$204K -$12K -487 -6%
TI
1879
Truepoint Inc
Ohio
$204K +$204K +8,266 New
GEA
1880
Glen Eagle Advisors
New Jersey
$203K -$2.37K -96 -1%
GHA
1881
GW Henssler & Associates
Georgia
$203K -$59.8K -2,430 -23%
LCC
1882
Lincoln Capital Corp
Rhode Island
$203K -$19K -774 -9%
FIA
1883
Foundations Investment Advisors
Arizona
$201K -$100K -3,490 -33%
PK
1884
Pflug Koory
Nebraska
$201K – – –
CBFP
1885
Cedar Brook Financial Partners
Ohio
$201K +$201K +8,150 New
MME
1886
Meag Munich Ergo
Germany
$200K -$13.9M -568,334 -99%
BI
1887
Ballast Inc
Kentucky
$200K -$35.3K -1,436 -15%
CWA
1888
Clarus Wealth Advisors
Arizona
$186K +$984 +40 +0.5%
BC
1889
Barnett & Company
Tennessee
$185K – – –
APC
1890
Aspire Private Capital
North Carolina
$185K +$185K +7,504 New
WC
1891
Whitnell & Co
Illinois
$183K +$66.1K +2,681 +57%
BDWM
1892
Brewin Dolphin Wealth Management
Ireland
$182K – – –
BFC
1893
Bedel Financial Consulting
Indiana
$180K +$34.6K +1,406 +24%
BC
1894
Bartlett & Co
Ohio
$177K +$25.2K +1,022 +17%
BCWM
1895
Bartlett & Co Wealth Management
Ohio
$177K +$25.2K +1,022 +17%
MWA
1896
Meridian Wealth Advisors
Texas
$176K +$176K +7,158 New
CAC
1897
Certified Advisory Corp
Florida
$172K -$13.9K -566 -8%
HI
1898
Human Investing
Oregon
$164K +$164K +6,639 New
BCI
1899
Brinker Capital Investments
Pennsylvania
$161K +$78.4K +3,184 +95%
SBL
1900
Sargent Bickham Lagudis
Colorado
$160K +$41.9K +1,696 +35%
74 75
76
77 78