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Bank of America
BAC

Overview Fund Activity

2,102 hedge funds and large institutions have $182B invested in Bank of America in 2019 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 807 increasing their positions, 867 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,102
Holders Change
+40
Holders Change %
+1.94%
% of All Funds
45.57%
Holding in Top 10
189
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-7.35%
% of All Funds
4.1%
New
174
Increased
807
Reduced
867
Closed
106
Calls
$3.39B
Puts
$4.02B
Net Calls
-$635M
Net Calls Change
+$88.1M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$840M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$498M
3
Legal & General Group
Legal & General Group
United Kingdom
+$282M
4
Bessemer Group
Bessemer Group
New Jersey
+$236M
5
Harris Associates
Harris Associates
Illinois
+$221M

Top Sellers

1
BlackRock
BlackRock
New York
-$893M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$378M
3
Asset Management One
Asset Management One
Japan
-$308M
4
Goldman Sachs
Goldman Sachs
New York
-$302M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
1976
PRW Wealth Management
Massachusetts
$119K -$31.2K -1,146 -21%
AIA
1977
Alera Investment Advisors
Illinois
$119K +$70K +2,537 +143%
AC
1978
Avestar Capital
New York
$117K +$877 +33 +0.8%
FNC
1979
First National Corp
Massachusetts
$112K -$12K -432 -10%
QCIG
1980
Quad-Cities Investment Group
Iowa
$111K – – –
MWM
1981
Mascoma Wealth Management
New Hampshire
$110K -$1.36K -49 -1%
FBT
1982
First Bank & Trust
South Dakota
$109K -$10.9K -397 -9%
DWA
1983
Dougherty Wealth Advisers
Minnesota
$104K -$15.1K -546 -13%
SIS
1984
Sound Income Strategies
Florida
$104K +$5.53K +200 +6%
KC
1985
Knuff & Co
California
$103K +$35.9K +1,300 +54%
RP
1986
Rowlandmiller & Partners
Georgia
$103K +$103K +3,726 New
BCM
1987
Blume Capital Management
California
$102K – – –
BBA
1988
Braun-Bostich & Associates
Pennsylvania
$102K +$36.1K +1,310 +55%
KFS
1989
Kelly Financial Services
Massachusetts
$101K +$101K +3,650 New
SBL
1990
Sargent Bickham Lagudis
Colorado
$99K -$79.1K -2,879 -44%
PW
1991
Price Wealth
Texas
$99K – – –
RWG
1992
Regal Wealth Group
California
$98K +$55 +2 +0.1%
SIAS
1993
Shine Investment Advisory Services
Colorado
$97K – – –
FGAM
1994
Financial Gravity Asset Management
Texas
$97K +$97K +3,393 New
NWM
1995
Northwest Wealth Management
Iowa
$96K +$6.74K +244 +8%
AWM
1996
Aevitas Wealth Management
Massachusetts
$92K +$328 +12 +0.4%
HDIM
1997
Hanson & Doremus Investment Management
Vermont
$92K +$20.5K +744 +29%
HCM
1998
Hilton Capital Management
New York
$88K – – –
SHIM
1999
Stone House Investment Management
Pennsylvania
$88K +$88K +3,191 New
FMP
2000
Financial Management Professionals
Texas
$86K – – –
78 79
80
81 82