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Bank of America

2,300 hedge funds and large institutions have $220B invested in Bank of America in 2019 Q4 according to their latest regulatory filings, with 346 funds opening new positions, 784 increasing their positions, 955 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,300
Holders Change
+219
Holders Change %
+10.52%
% of All Funds
45.42%
Holding in Top 10
236
Holding in Top 10 Change
+71
Holding in Top 10 Change %
+43.03%
% of All Funds
4.66%
New
346
Increased
784
Reduced
955
Closed
93
Calls
$4.98B
Puts
$7.19B
Net Calls
-$2.21B
Net Calls Change
-$1.03B
Name Holding Trade Value Shares
Change
Shares
Change %
SP
2051
Successful Portfolios
Florida
$238K -$26.8K -762 -10%
FM
2052
Family Management
New York
$238K +$238K +6,759 New
3F
2053
360 Financial
Minnesota
$238K +$238K +6,853 New
KWA
2054
KCS Wealth Advisory
California
$237K +$35 +1 +0%
SEIA
2055
Signature Estate & Investment Advisors
California
$236K -$22.1K -627 -9%
WTFG
2056
Wells Trecaso Financial Group
Ohio
$236K -$17.5K -496 -7%
FP
2057
Fiduciary Planning
Florida
$236K +$236K +7,095 New
TC
2058
Trust Company
Kansas
$235K -$10.3K -292 -4%
NSAM
2059
North Star Asset Management
Wisconsin
$235K +$235K +6,665 New
SHWM
2060
Smith & Howard Wealth Management
Georgia
$235K +$235K +6,669 New
AP
2061
Adero Partners
California
$235K +$235K +6,670 New
BWL
2062
Bogart Wealth LLC
Virginia
$233K +$14.1K +400 +6%
UC
2063
Unio Capital
New Jersey
$232K -$56.2K -1,600 -20%
SDAM
2064
Shulman DeMeo Asset Management
New York
$232K +$232K +6,590 New
CPIG
2065
Chicago Partners Investment Group
Illinois
$230K -$9.73K -280 -4%
TA
2066
Trellis Advisors
Washington
$229K +$229K +6,489 New
HB
2067
Horizon Bancorp
Indiana
$229K +$229K +6,500 New
BMO
2068
Beck Mack & Oliver
New York
$229K +$229K +6,500 New
FA
2069
Faithward Advisors
Pennsylvania
$229K +$229K +6,513 New
RGIA
2070
Rainier Group Investment Advisory
Washington
$228K -$30.3K -861 -12%
TF
2071
TRH Financial
Iowa
$227K +$227K +6,561 New
EA
2072
Elm Advisors
California
$225K +$225K +6,375 New
MCIA
2073
Mountain Capital Investment Advisors
Colorado
$224K -$54.9K -1,573 -20%
CWM
2074
CCG Wealth Management
California
$224K +$224K +6,352 New
BB
2075
Bell Bank
North Dakota
$224K +$224K +6,361 New