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Bank of America
BAC

Overview Fund Activity

2,085 hedge funds and large institutions have $188B invested in Bank of America in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 844 increasing their positions, 884 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,085
Holders Change
-17
Holders Change %
-0.81%
% of All Funds
45.36%
Holding in Top 10
187
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.06%
% of All Funds
4.07%
New
113
Increased
844
Reduced
884
Closed
103
Calls
$3.23B
Puts
$4.54B
Net Calls
-$1.3B
Net Calls Change
-$666M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.65B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$901M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$666M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$571M
5
Canada Life
Canada Life
Manitoba, Canada
+$240M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$6.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.32B
3
BlackRock
BlackRock
New York
-$404M
4
AL
AJO LP
Pennsylvania
-$305M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
1926
Tiller Private Wealth
Pennsylvania
$201K +$201K +6,915 New
CRWM
1927
Castle Rock Wealth Management
California
$201K +$201K +6,940 New
WOC
1928
West Oak Capital
California
$196K +$14.5K +500 +8%
HI
1929
Human Investing
Oregon
$193K +$3.04K +105 +2%
FGAM
1930
Financial Gravity Asset Management
Texas
$192K +$93.6K +3,225 +95%
TC
1931
Truvestments Capital
Florida
$183K -$43.4K -1,496 -19%
RFWA
1932
RPg Family Wealth Advisory
Massachusetts
$180K – – –
HCM
1933
HMS Capital Management
Tennessee
$180K -$492K -17,000 -73%
BWL
1934
Bogart Wealth LLC
Virginia
$180K – – –
TFGT
1935
TS Financial Group (TSFG)
Illinois
$180K +$318 +11 +0.2%
PFC
1936
Phocas Financial Corp
California
$178K +$178K +6,140 New
WIM
1937
Westside Investment Management
California
$177K +$177K +28,191 New
CWA
1938
Clarus Wealth Advisors
Arizona
$176K +$754 +26 +0.4%
PCM
1939
Penserra Capital Management
California
$173K +$148K +5,135 +594%
WC
1940
Whitnell & Co
Illinois
$171K -$43.9K -1,516 -20%
VCM
1941
Versant Capital Management
Arizona
$171K +$4.02K +139 +2%
WA
1942
Winfield Associates
Ohio
$171K +$11.8K +406 +7%
CCM
1943
Cribstone Capital Management
Maine
$168K -$5.4K -186 -3%
BBA
1944
Braun-Bostich & Associates
Pennsylvania
$167K +$59.7K +2,059 +56%
JGIA
1945
Jackson Grant Investment Advisers
Connecticut
$164K +$492 +17 +0.3%
PB
1946
Pinnacle Bancorp
Nebraska
$161K +$11.5K +398 +8%
ACS
1947
Archford Capital Strategies
Illinois
$160K – – –
LF
1948
Lee Financial
Texas
$158K +$464 +16 +0.3%
RFM
1949
Royal Fund Management
Florida
$157K +$6.59K +228 +4%
TRAM
1950
Tuscan Ridge Asset Management
Illinois
$152K -$961K -33,200 -86%
76 77
78
79 80