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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 %
MS
1951
Mizuho Securities
Japan
$151K -$139K -4,800 -48%
TFO
1952
Tarbox Family Office
California
$142K +$1.74K +60 +1%
AP
1953
Arlington Partners
Alabama
$137K -$255K -8,805 -65%
SFSIG
1954
San Francisco Sentry Investment Group
California
$136K -$278K -9,576 -67%
BWA
1955
Burt Wealth Advisors
Maryland
$136K -$31.7K -1,091 -19%
AC
1956
Avestar Capital
New York
$135K +$11.7K +416 +9%
ONST
1957
Old North State Trust
North Carolina
$134K +$3.43K +118 +3%
QCIG
1958
Quad-Cities Investment Group
Iowa
$134K +$17.5K +600 +15%
FBT
1959
First Bank & Trust
South Dakota
$134K +$19K +657 +17%
SIM
1960
Sonora Investment Management
Arizona
$132K +$1.57K +54 +1%
MCM
1961
MV Capital Management
Maryland
$131K +$2.93K +101 +2%
DWA
1962
Dougherty Wealth Advisers
Minnesota
$125K +$15.8K +546 +15%
RWA
1963
Redhawk Wealth Advisors
Minnesota
$122K +$122K +4,200 New
QFA
1964
Quattro Financial Advisors
Texas
$121K +$121K +4,100 New
MSFP
1965
Mark Sheptoff Financial Planning
Connecticut
$119K -$928K -32,058 -89%
RP
1966
Rowlandmiller & Partners
Georgia
$119K +$10.5K +360 +10%
OAMG
1967
Odey Asset Management Group
United Kingdom
$116K -$537K -18,500 -82%
ST
1968
Sageworth Trust
Pennsylvania
$116K +$111K +3,824 +2,173%
IWA
1969
IBEX Wealth Advisors
New Jersey
$116K +$116K +4,025 New
MWM
1970
Mascoma Wealth Management
New Hampshire
$115K – – –
CQS
1971
Credential Qtrade Securities
$115K -$484K -16,673 -81%
SIS
1972
Sound Income Strategies
Florida
$110K +$1.44K +50 +1%
JPLA
1973
Joseph P. Lucia & Associates
New York
$108K -$3.04M -104,677 -97%
BCM
1974
Blume Capital Management
California
$107K – – –
KFS
1975
Kelly Financial Services
Massachusetts
$105K -$580 -20 -0.5%
77 78
79
80 81