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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 %
WCM
2001
Wealthcare Capital Management
Virginia
$84K – – –
CF
2002
Centaurus Financial
California
$82K -$13.2K -365 -14%
BHWM
2003
Bay Harbor Wealth Management
Maryland
$81K +$554 +20 +0.7%
LPWM
2004
Lake Point Wealth Management
Texas
$72K -$261K -8,925 -78%
CH
2005
Canton Hathaway
Rhode Island
$72K – – –
OWA
2006
One Wealth Advisors
California
$72K +$72K +2,606 New
JAM
2007
JCIC Asset Management
Ontario, Canada
$69K +$69K +2,510 New
SA
2008
SRH Advisors
Kansas
$68K – – –
TA
2009
TCG Advisors
Texas
$68K +$68K +2,462 New
MWC
2010
MBM Wealth Consultants
Missouri
$67K – – –
FNB
2011
Farmers National Bank
Kentucky
$64K +$64K +2,325 New
CIA
2012
Cascade Investment Advisors
Oregon
$63.5K +$63.5K +2,300 New
FFC
2013
First Financial Corp
Indiana
$63K +$27.6K +1,000 +78%
MWC
2014
MKD Wealth Coaches
Michigan
$61K – – –
PO
2015
Private Ocean
California
$61K +$14.6K +526 +31%
RCG
2016
Ruggie Capital Group
Florida
$59K -$4.11K -150 -7%
JWA
2017
JFS Wealth Advisors
Pennsylvania
$59K – – –
PCTC
2018
Perkins Coie Trust Company
Washington
$59K – – –
VLKIM
2019
Van Lanschot Kempen Investment Management
Netherlands
$58K +$58K +2,088 New
BAM
2020
Barrett Asset Management
New York
$57K – – –
SPL
2021
Smart Portfolios LLC
Washington
$57K +$1.59K +58 +3%
LHC
2022
Little House Capital
Massachusetts
$53K +$53K +1,939 New
FEG
2023
Financial Enhancement Group
Indiana
$51K -$41.3K -1,496 -45%
CHP
2024
Cable Hill Partners
Oregon
$50K -$1.25K -45 -2%
CFA
2025
Camarda Financial Advisors
Florida
$47K +$29.4K +1,067 +167%
79 80
81
82 83