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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
+$496M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$466M
3
Primecap Management
Primecap Management
California
+$440M
4
Capital World Investors
Capital World Investors
California
+$294M
5
SC
Sculptor Capital
New York
+$231M

Top Sellers

1
State Street
State Street
Massachusetts
-$574M
2
Boston Partners
Boston Partners
Massachusetts
-$492M
3
ECU
Egerton Capital (UK)
United Kingdom
-$351M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$298M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMS
2026
Advocacy Wealth Management Services
Georgia
$12K – – –
SL
2027
Salomon & Ludwin
Virginia
$12K +$12K +489 New
TCCM
2028
Timber Creek Capital Management
Massachusetts
$11K – – –
AIS
2029
Accurate Investment Solutions
Pennsylvania
$11K +$71 +3 +0.6%
AWM
2030
Arbor Wealth Management
Florida
$11K +$11K +433 New
FPB
2031
First PREMIER Bank
South Dakota
$10K – – –
JWM
2032
Janiczek Wealth Management
Colorado
$10K – – –
CAGAS
2033
Capital Advisory Group Advisory Services
Minnesota
$10K +$10K +397 New
PAI
2034
Pittenger & Anderson Inc
Nebraska
$8K -$49.2K -2,000 -86%
TVWM
2035
Tower View Wealth Management
Wisconsin
$8K -$2.57K -98 -24%
FLI
2036
Family Legacy Inc
South Carolina
$8K – – –
CB
2037
CNB Bank
Pennsylvania
$8K – – –
SWP
2038
Strategic Wealth Partners
Ohio
$8K +$848 +32 +12%
WAS
2039
Winch Advisory Services
Wisconsin
$7K – – –
CA
2040
Crewe Advisors
Utah
$7K – – –
CA
2041
Centerpoint Advisors
Massachusetts
$7K – – –
HS
2042
Horan Securities
United States
$5K – – –
IDBONY
2043
Israel Discount Bank of New York
New York
$5K – – –
FCAS
2044
First Command Advisory Services
Texas
$5K – – –
AIIMS
2045
Analyst IMS Investment Management Services
Israel
$4.71K +$2.34K +95,227 +99%
NA
2046
NewEdge Advisors
Louisiana
$4.43K +$1.72K +69,808 +63%
SMG
2047
Spectrum Management Group
Indiana
$4K -$1.11K -50 -22%
NIM
2048
NuWave Investment Management
New Jersey
$3K -$606K -21,396 -100%
MIM
2049
Macroview Investment Management
Maryland
$3K – – –
ST
2050
Sageworth Trust
Pennsylvania
$3K +$3K +106 New
80 81
82
83 84