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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 %
NCM
1926
Nelson Capital Management
California
$208K -$40.8K -1,400 -16%
SCG
1927
Sonata Capital Group
Washington
$208K -$12.9K -444 -6%
PAM
1928
Peak Asset Management
Colorado
$208K – – –
WCWM
1929
Willow Creek Wealth Management
California
$208K +$1.46K +50 +0.7%
HR
1930
Hardy Reed
Mississippi
$208K +$208K +7,115 New
BDF
1931
Black Diamond Financial
Maryland
$208K +$208K +7,145 New
BWP
1932
Bernardo Wealth Planning
Pennsylvania
$206K -$34.8K -1,194 -14%
UBV
1933
United Bank (Virginia)
Virginia
$205K +$205K +7,021 New
HI
1934
Horizon Investments
North Carolina
$205K +$205K +7,028 New
MFP
1935
Michael F. Price
$204K – – –
GD
1936
Grandfield & Dodd
New York
$204K +$204K +6,982 New
GPC
1937
Glacier Peak Capital
Washington
$204K +$204K +7,006 New
TC
1938
Trust Company
Kansas
$203K – – –
AC
1939
Avestar Capital
New York
$203K +$62.1K +2,125 +44%
MCM
1940
McRae Capital Management
New Jersey
$202K +$202K +6,917 New
FWM
1941
Foresight Wealth Management
Utah
$202K +$202K +6,936 New
B
1942
Bellecapital
Switzerland
$200K +$200K +6,840 New
M
1943
MOTCO
Texas
$198K -$61.7K -2,118 -24%
KWA
1944
KCS Wealth Advisory
California
$196K +$196K +6,727 New
EIP
1945
Ellis Investment Partners
Pennsylvania
$195K -$13.7K -485 -7%
HI
1946
Human Investing
Oregon
$191K -$3.5K -120 -2%
BL
1947
Balentine LLC
Georgia
$188K +$129K +4,423 +221%
PFO
1948
Pathstone Family Office
New Jersey
$187K -$39.2K -1,350 -17%
WCG
1949
Weaver Consulting Group
California
$187K +$74.5K +2,408 +66%
TFGT
1950
TS Financial Group (TSFG)
Illinois
$184K +$2.77K +95 +2%
76 77
78
79 80