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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
$5.23B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$22.1B
3
Primecap Management
Primecap Management
California
$878M
4
Capital World Investors
Capital World Investors
California
$1.31B
5
SC
Sculptor Capital
New York
$358M

Top Sellers

1
State Street
State Street
Massachusetts
$9.65B
2
Boston Partners
Boston Partners
Massachusetts
$1.14B
3
ECU
Egerton Capital (UK)
United Kingdom
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$16.3B
5
LPU
Lansdowne Partners (UK)
United Kingdom
$425M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFBTD
2001
MB Financial Bank - Trust Department
Illinois
$23K -$7.28K -300 -24%
FRA
2002
Front Row Advisors
California
$22K -$121K -4,986 -85%
CI
2003
CX Institutional
Indiana
$21K -$1.11M -44,269 -98%
IF
2004
Ironwood Financial
Arizona
$20K – – –
EWM
2005
Elmwood Wealth Management
California
$20K – – –
FPS
2006
Fieldpoint Private Securities
Connecticut
$20K +$3.24K +131 +19%
UB
2007
UMB Bank
Missouri
$19.6K +$2.96K +120,039 +18%
CPA
2008
Cowen Prime Advisors
New York
$19K – – –
CTB
2009
Country Trust Bank
Illinois
$19K +$2.84K +114 +18%
VRM
2010
Vectors Research Management
New York
$18K -$653K -25,917 -97%
CFN
2011
Cordasco Financial Network
Florida
$18K -$5.98K -242 -25%
AAP
2012
Arax Advisory Partners
Colorado
$18K +$101 +4 +0.6%
CFA
2013
Camarda Financial Advisors
Florida
$16K – – –
WA
2014
WealthTrust-Arizona
Arizona
$16K +$48 +2 +0.3%
IFAM
2015
Institutional & Family Asset Management
Colorado
$16K +$677 +28 +4%
EWA
2016
ERTS Wealth Advisors
Michigan
$16K +$16K +640 New
CWM
2017
Cedar Wealth Management
California
$15K – – –
NCM
2018
New Capital Management
Texas
$15K – – –
KL
2019
KWMG LLC
Kansas
$15K +$74 +3 +0.5%
TRCT
2020
Tower Research Capital (TRC)
New York
$14K -$1.47M -58,156 -99%
DOA
2021
D'Orazio & Associates
Virginia
$14K +$14K +580 New
AA
2022
AlphaMark Advisors
Kentucky
$13K +$74 +3 +0.6%
PFO
2023
Pathstone Family Office
New Jersey
$12K -$4.82K -201 -29%
GWA
2024
Guidant Wealth Advisors
Illinois
$12K -$1.54K -64 -11%
TF
2025
Tompkins Financial
New York
$12K – – –
79 80
81
82 83