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Bank of America
BAC

Overview Fund Activity

2,081 hedge funds and large institutions have $185B invested in Bank of America in 2019 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 797 increasing their positions, 919 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,081
Holders Change
-4
Holders Change %
-0.19%
% of All Funds
45.71%
Holding in Top 10
165
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-11.76%
% of All Funds
3.62%
New
112
Increased
797
Reduced
919
Closed
101
Calls
$4.01B
Puts
$5.18B
Net Calls
-$1.18B
Net Calls Change
+$126M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$523M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$196M
3
Victory Capital Management
Victory Capital Management
Texas
+$157M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$120M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.45B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$563M
3
State Street
State Street
Massachusetts
-$550M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$346M
5
Invesco
Invesco
Georgia
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
1976
Systematic Financial Management
New Jersey
$124K -$6.01M -205,738 -98%
BWA
1977
Burt Wealth Advisors
Maryland
$124K -$12.8K -439 -9%
MSFP
1978
Mark Sheptoff Financial Planning
Connecticut
$120K – – –
RP
1979
Rowlandmiller & Partners
Georgia
$120K – – –
WC
1980
Weil Company
California
$119K +$119K +4,069 New
OAMG
1981
Odey Asset Management Group
United Kingdom
$117K – – –
ST
1982
Sageworth Trust
Pennsylvania
$117K – – –
CQS
1983
Credential Qtrade Securities
$116K – – –
SIS
1984
Sound Income Strategies
Florida
$111K -$497 -17 -0.4%
JPLA
1985
Joseph P. Lucia & Associates
New York
$108K – – –
BCM
1986
Blume Capital Management
California
$107K – – –
KFS
1987
Kelly Financial Services
Massachusetts
$106K – – –
FCMT
1988
Founders Capital Management (Texas)
Texas
$105K -$518K -17,720 -83%
PW
1989
Price Wealth
Texas
$105K – – –
DWA
1990
Dougherty Wealth Advisers
Minnesota
$104K -$22.1K -754 -17%
SIAS
1991
Shine Investment Advisory Services
Colorado
$103K – – –
HDIM
1992
Hanson & Doremus Investment Management
Vermont
$97K – – –
FFC
1993
First Financial Corp
Indiana
$96K +$29.1K +994 +44%
RWG
1994
Regal Wealth Group
California
$95K -$8.75K -300 -8%
FMP
1995
Financial Management Professionals
Texas
$91K +$59 +2 +0.1%
MCM
1996
McMillion Capital Management
North Carolina
$90K -$5.86K -200 -6%
WCM
1997
Wealthcare Capital Management
Virginia
$89K – – –
NIC
1998
Northwest Investment Counselors
Oregon
$89K +$89K +3,043 New
LWM
1999
Lenox Wealth Management
Ohio
$86K +$4.8K +165 +6%
CI
2000
CX Institutional
Indiana
$83K +$13.4K +459 +19%
78 79
80
81 82