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Bank of America

2,300 hedge funds and large institutions have $220B invested in Bank of America in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 784 increasing their positions, 955 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,300
Holders Change
+219
Holders Change %
+10.52%
% of All Funds
45.42%
Holding in Top 10
236
Holding in Top 10 Change
+71
Holding in Top 10 Change %
+43.03%
% of All Funds
4.66%
New
346
Increased
784
Reduced
955
Closed
93
Calls
$4.98B
Puts
$7.19B
Net Calls
-$2.21B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
WP
1926
WealthShield Partners
North Carolina
$321K +$281 +8 +0.1%
RGC
1927
Roberts, Glore & Co
Illinois
$321K +$321K +9,122 New
QCM
1928
Quest Capital Management
Texas
$320K +$3.95K +112 +1%
VBFP
1929
Valtinson Bruner Financial Planning
Minnesota
$318K -$592 -17 -0.2%
DC
1930
DeDora Capital
California
$317K +$317K +9,002 New
PA
1931
Probity Advisors
Texas
$316K -$7.83K -222 -2%
MFG
1932
Menard Financial Group
Texas
$316K +$316K +8,961 New
HFA
1933
Huber Financial Advisors
Illinois
$314K +$1.02K +29 +0.3%
HR
1934
Hardy Reed
Mississippi
$314K +$63.6K +1,808 +25%
SWM
1935
SVA Wealth Management
Wisconsin
$313K
PWMAG
1936
Pinnacle Wealth Management Advisory Group
New Jersey
$313K
ACM
1937
Aljian Capital Management
Nevada
$311K
DS
1938
DRW Securities
Illinois
$311K +$311K +8,830 New
FPFS
1939
First Personal Financial Services
North Carolina
$310K
HA
1940
HC Advisors
Georgia
$310K +$310K +8,800 New
CVM
1941
Cheviot Value Management
California
$309K -$8.78K -249 -3%
VCM
1942
Virtue Capital Management
Tennessee
$308K +$55.7K +1,583 +22%
BAM
1943
Bellevue Asset Management
Washington
$306K +$306K +8,684 New
HI
1944
Harrington Investments
California
$303K +$303K +8,600 New
CWA
1945
Clarity Wealth Advisors
California
$303K +$303K +8,630 New
ACM
1946
Allred Capital Management
Texas
$302K -$37.6K -1,067 -11%
ACM
1947
AlphaStar Capital Management
North Carolina
$302K -$21.3K -605 -7%
NG
1948
Northstar Group
New York
$302K -$13.8K -391 -4%
BWM
1949
BT Wealth Management
Georgia
$300K +$300K +8,521 New
DCM
1950
Driehaus Capital Management
Illinois
$299K -$12.7K -362 -4%