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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 %
WOC
1901
West Oak Capital
California
$154K -$24.6K -1,000 -14%
BWL
1902
Bogart Wealth LLC
Virginia
$153K – – –
RFWA
1903
RPg Family Wealth Advisory
Massachusetts
$152K -$3.51M -142,349 -96%
BAM
1904
Bruderman Asset Management
New York
$151K +$124K +5,052 +463%
PFC
1905
Phocas Financial Corp
California
$151K +$151K +6,140 New
WA
1906
Winfield Associates
Ohio
$148K -$24.7K -1,000 -14%
M
1907
MOTCO
Texas
$147K +$6.8K +276 +5%
CCM
1908
Cribstone Capital Management
Maine
$147K +$24.6K +1,000 +20%
WANY
1909
Wealthspire Advisors (New York)
New York
$143K +$143K +5,794 New
BWA
1910
Burt Wealth Advisors
Maryland
$142K +$31.4K +1,276 +28%
CB
1911
Community Bank
New York
$141K – – –
JGIA
1912
Jackson Grant Investment Advisers
Connecticut
$140K -$37.5K -1,521 -21%
PG
1913
Patten Group
Tennessee
$139K +$14.8K +600 +12%
WCM
1914
WealthBridge Capital Management
Ohio
$137K +$137K +5,571 New
PWM
1915
PRW Wealth Management
Massachusetts
$136K +$136K +5,523 New
PB
1916
Pinnacle Bancorp
Nebraska
$132K +$132K +5,374 New
LC
1917
Lavaca Capital
Texas
$130K +$130K +5,279 New
RFM
1918
Royal Fund Management
Florida
$129K -$4.34K -176 -3%
BL
1919
Balentine LLC
Georgia
$129K +$104K +4,206 +416%
QT
1920
Quantbot Technologies
New York
$125K -$1.05M -42,671 -89%
PCA
1921
Providence Capital Advisors
North Carolina
$122K -$27.4K -1,111 -18%
MCM
1922
MV Capital Management
Maryland
$122K +$2.49K +101 +2%
DWA
1923
Dougherty Wealth Advisers
Minnesota
$122K +$122K +4,310 New
NCM
1924
Next Capital Management
New York
$120K +$120K +4,856 New
VCM
1925
Versant Capital Management
Arizona
$119K +$3.04K +124 +3%
75 76
77
78 79