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Bank of America
BAC

Overview Fund Activity

2,085 hedge funds and large institutions have $188B invested in Bank of America in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 844 increasing their positions, 884 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,085
Holders Change
-17
Holders Change %
-0.81%
% of All Funds
45.36%
Holding in Top 10
187
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.06%
% of All Funds
4.07%
New
113
Increased
844
Reduced
884
Closed
103
Calls
$3.23B
Puts
$4.54B
Net Calls
-$1.3B
Net Calls Change
-$666M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.65B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$901M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$666M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$571M
5
Canada Life
Canada Life
Manitoba, Canada
+$240M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$6.31B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.32B
3
BlackRock
BlackRock
New York
-$404M
4
AL
AJO LP
Pennsylvania
-$305M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
KC
2001
Knuff & Co
California
$67K -$41.5K -1,425 -38%
BAM
2002
Barrett Asset Management
New York
$67K +$7.28K +250 +12%
FFC
2003
First Financial Corp
Indiana
$66K – – –
SBL
2004
Sargent Bickham Lagudis
Colorado
$65K -$40.1K -1,375 -38%
MWC
2005
MKD Wealth Coaches
Michigan
$65K +$23.8K +1,274 +58%
GT
2006
Glenmede Trust
Pennsylvania
$63K +$14.5K +499,829 +30%
PO
2007
Private Ocean
California
$63K – – –
RCG
2008
Ruggie Capital Group
Florida
$63K +$349 +12 +0.6%
PCTC
2009
Perkins Coie Trust Company
Washington
$62K – – –
JWA
2010
JFS Wealth Advisors
Pennsylvania
$62K – – –
EI
2011
Ellevest Inc
New York
$60K +$60K +2,083 New
BL
2012
Balentine LLC
Georgia
$58K -$77.6K -2,684 -57%
CFA
2013
Camarda Financial Advisors
Florida
$57K +$7.72K +267 +16%
FEG
2014
Financial Enhancement Group
Indiana
$54K – – –
NC
2015
NewSquare Capital
Pennsylvania
$54K +$10.2K +350 +23%
W
2016
WealthStone
Ohio
$49.4K +$49.4K +1,702 New
NCM
2017
Next Capital Management
New York
$49K -$92.6K -3,176 -65%
MWM
2018
Meridian Wealth Management
Kentucky
$48.5K -$186 -640 -0.4%
PRC
2019
Pearl River Capital
Michigan
$48K -$162K -5,619 -77%
TIM
2020
Tortoise Investment Management
New York
$48K – – –
VCM
2021
Vigilant Capital Management
Maine
$44K -$5.13K -175 -10%
IWA
2022
Intercontinental Wealth Advisors
Texas
$44K +$115 +4 +0.3%
RCWMU
2023
Rothschild & Co Wealth Management (UK)
United Kingdom
$44K +$44K +1,500 New
SL
2024
Salomon & Ludwin
Virginia
$43K +$23.5K +814 +121%
RBC
2025
Roble Belko & Company
Pennsylvania
$41K – – –
79 80
81
82 83