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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 %
RWG
1951
Regal Wealth Group
California
$88K +$25 +1 +0%
SIS
1952
Sound Income Strategies
Florida
$88K +$7.29K +295 +9%
SIAS
1953
Shine Investment Advisory Services
Colorado
$87K – – –
CFA
1954
Clarfeld Financial Advisors
New York
$84K +$84K +3,416 New
AWM
1955
Aevitas Wealth Management
Massachusetts
$83K +$12K +485 +17%
NWM
1956
Northwest Wealth Management
Iowa
$80K +$272 +11 +0.3%
HCM
1957
Hilton Capital Management
New York
$79K -$29.4K -1,190 -27%
FMP
1958
Financial Management Professionals
Texas
$77K +$50 +2 +0.1%
WCM
1959
Wealthcare Capital Management
Virginia
$75K – – –
BHWM
1960
Bay Harbor Wealth Management
Maryland
$72K +$72K +2,905 New
LWA
1961
Lenox Wealth Advisors
New York
$70K +$2.47K +100 +4%
CH
1962
Canton Hathaway
Rhode Island
$65K – – –
HDIM
1963
Hanson & Doremus Investment Management
Vermont
$64K – – –
WAM
1964
Watermark Asset Management
California
$64K +$12.5K +508 +24%
SA
1965
SRH Advisors
Kansas
$61K -$4.11K -166 -6%
KC
1966
Knuff & Co
California
$60K +$60K +2,425 New
BBA
1967
Braun-Bostich & Associates
Pennsylvania
$59K – – –
BCM
1968
Banyan Capital Management
Georgia
$59K +$59K +2,409 New
MWC
1969
MBM Wealth Consultants
Missouri
$59K +$59K +2,414 New
OHS
1970
Odey Holdings (Switzerland)
Switzerland
$57K -$57K -2,300 -50%
RCG
1971
Ruggie Capital Group
Florida
$57K +$4.3K +174 +8%
SGAM
1972
Smith Group Asset Management
Texas
$56K -$489 -20 -0.9%
FGC
1973
Financial Gravity Companies
Texas
$54K +$54K +1,910 New
MWC
1974
MKD Wealth Coaches
Michigan
$54K +$54K +2,210 New
Pacer Advisors
1975
Pacer Advisors
Pennsylvania
$53K -$12.2M -496,788 -100%
77 78
79
80 81