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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 %
TFO
1926
Tarbox Family Office
California
$118K -$7.58K -308 -6%
SIM
1927
Sonora Investment Management
Arizona
$118K +$5.62K +227 +5%
QFA
1928
Quattro Financial Advisors
Texas
$117K +$60.4K +2,107 +106%
NS
1929
NewDay Solutions
New Hampshire
$111K +$111K +4,521 New
PAMU
1930
Pictet Asset Management (UK)
United Kingdom
$110K -$7.43K -301,503 -6%
FNC
1931
First National Corp
Massachusetts
$110K +$110K +4,478 New
SAM
1932
Security Asset Management
New York
$108K – – –
FBT
1933
First Bank & Trust
South Dakota
$107K +$14.2K +578 +15%
SIAG
1934
Signet Investment Advisory Group
Rhode Island
$107K +$107K +4,343 New
CCMW
1935
Cypress Capital Management (Wyoming)
Wyoming
$106K -$2.1K -85 -2%
LF
1936
Lee Financial
Texas
$104K +$443 +18 +0.4%
AC
1937
Avestar Capital
New York
$103K -$5.92K -251 -5%
WF
1938
WealthTrust Fairport
Ohio
$103K – – –
CIA
1939
CSat Investment Advisory
Michigan
$103K +$12K +487 +13%
W
1940
WealthOne
New York
$103K +$103K +4,195 New
LWM
1941
Lenox Wealth Management
Ohio
$100K -$6.84K -278 -6%
MWM
1942
Mascoma Wealth Management
New Hampshire
$99K – – –
QCIG
1943
Quad-Cities Investment Group
Iowa
$99K – – –
MS
1944
Mizuho Securities
Japan
$99K +$99K +4,000 New
FEG
1945
Financial Enhancement Group
Indiana
$98K – – –
ACS
1946
Archford Capital Strategies
Illinois
$96K -$24.6K -1,000 -20%
ONST
1947
Old North State Trust
North Carolina
$94K +$16.2K +659 +21%
VCM
1948
Vigilant Capital Management
Maine
$91K -$1.68M -68,147 -95%
BCM
1949
Blume Capital Management
California
$91K – – –
PW
1950
Price Wealth
Texas
$89K – – –
76 77
78
79 80