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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 %
CH
2001
Canton Hathaway
Rhode Island
$82K – – –
BAMG
2002
Brand Asset Management Group
Missouri
$82K +$378 +13 +0.5%
BHWM
2003
Bay Harbor Wealth Management
Maryland
$78K -$2.98K -105 -4%
FPS
2004
Fieldpoint Private Securities
Connecticut
$78K +$7.56K +260 +11%
PWP
2005
Personal Wealth Partners
Minnesota
$76K +$7.24K +247 +11%
SBL
2006
Sargent Bickham Lagudis
Colorado
$76K +$10.9K +374 +17%
JAM
2007
JCIC Asset Management
Ontario, Canada
$73K – – –
PO
2008
Private Ocean
California
$73K +$7.91K +268 +12%
PCM
2009
Prelude Capital Management
New York
$72K -$3.73M -128,500 -98%
SA
2010
SRH Advisors
Kansas
$72K – – –
DP
2011
Denver PWM
Colorado
$71.8K +$71.8K +2,482 New
MWC
2012
MBM Wealth Consultants
Missouri
$70K – – –
BAM
2013
Barrett Asset Management
New York
$67K – – –
KC
2014
Knuff & Co
California
$67K – – –
VEA
2015
Virtus ETF Advisers
New York
$66K -$5.02K -171 -7%
PCTC
2016
Perkins Coie Trust Company
Washington
$62K – – –
IWA
2017
Intercontinental Wealth Advisors
Texas
$62K +$17.4K +600 +39%
GT
2018
Glenmede Trust
Pennsylvania
$61.7K -$1.68K -57,584 -3%
SMFG
2019
Sumitomo Mitsui Financial Group
Japan
$58K +$58K +2,000 New
FEG
2020
Financial Enhancement Group
Indiana
$54K – – –
VCM
2021
Vigilant Capital Management
Maine
$50K +$5.88K +200 +13%
SL
2022
Salomon & Ludwin
Virginia
$43K – – –
SWM
2023
Selective Wealth Management
Virginia
$43K +$43K +1,468 New
TIM
2024
Tortoise Investment Management
New York
$42K -$5.81K -200 -12%
RBC
2025
Roble Belko & Company
Pennsylvania
$41K – – –
79 80
81
82 83