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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 %
JWA
1976
JFS Wealth Advisors
Pennsylvania
$53K -$4.92K -200 -8%
PCTC
1977
Perkins Coie Trust Company
Washington
$52K – – –
BAM
1978
Barrett Asset Management
New York
$51K – – –
AP
1979
Arlington Partners
Alabama
$50K -$49.2K -1,983 -50%
SPL
1980
Smart Portfolios LLC
Washington
$50K – – –
NSG
1981
Nalls Sherbakoff Group
Tennessee
$48K +$48K +1,963 New
CHP
1982
Cable Hill Partners
Oregon
$46K +$7.72K +309 +20%
AIA
1983
Alera Investment Advisors
Illinois
$44K +$44K +1,776 New
PO
1984
Private Ocean
California
$41K +$23.3K +955 +132%
IWA
1985
Intercontinental Wealth Advisors
Texas
$41K +$41K +1,653 New
GT
1986
Glenmede Trust
Pennsylvania
$37.8K +$19.4K +786,326 +105%
NC
1987
NewSquare Capital
Pennsylvania
$37K +$12.3K +500 +50%
GTAM
1988
Global Trust Asset Management
Florida
$35K -$182K -7,344 -84%
RBC
1989
Roble Belko & Company
Pennsylvania
$35K +$25 +1 +0.1%
SFA
1990
Semmax Financial Advisors
North Carolina
$34K +$34K +1,369 New
TIM
1991
Tortoise Investment Management
New York
$33K -$48.3K -1,950 -59%
MIP
1992
Mondrian Investment Partners
United Kingdom
$33K – – –
FFC
1993
First Financial Corp
Indiana
$32K – – –
LWA
1994
Lowe Wealth Advisors
Maryland
$32K +$50 +2 +0.2%
KCM
1995
Karp Capital Management
California
$31K +$31K +1,265 New
FMTCOCP
1996
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
MFT
1997
Moisand Fitzgerald Tamayo
Florida
$27K -$4.83K -198 -15%
CWM
1998
Cranbrook Wealth Management
Michigan
$27K +$12.5K +500 +86%
SFG
1999
Sage Financial Group
Pennsylvania
$26K +$174 +7 +0.7%
NPP
2000
New Potomac Partners
Maryland
$25K – – –
78 79
80
81 82