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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 %
DIS
2151
Diversified Investment Strategies
Louisiana
– -$419K -14,228 Closed
BBP
2152
Banco BTG Pactual
Brazil
– -$403K -13,670 Closed
CRWM
2153
Castle Rock Wealth Management
California
– -$377K -13,354 Closed
RFO
2154
RiverGlades Family Offices
Florida
– -$392K -13,300 Closed
FMC
2155
First Merchants Corp
Indiana
– -$379K -12,868 Closed
ACA
2156
Ackerman Capital Advisors
Texas
– -$354K -12,000 Closed
SICM
2157
Sustainable Insight Capital Management
New York
– -$348K -11,824 Closed
ST
2158
Sabal Trust
Florida
– -$331K -11,242 Closed
FFWA
2159
FRG Family Wealth Advisors
Washington
– -$313K -10,635 Closed
DCM
2160
Dynamic Capital Management
Jersey
– -$311K -10,550 Closed
BPCA
2161
Bank Pictet & Cie (Asia)
Singapore
– -$295K -10,000 Closed
HA
2162
Halsey Associates
Connecticut
– -$282K -9,557 Closed
SWMG
2163
Sanchez Wealth Management Group
Florida
– -$263K -8,876 Closed
WTFG
2164
Wells Trecaso Financial Group
Ohio
– -$255K -8,650 Closed
IC
2165
Inverness Counsel
New York
– -$237K -8,055 Closed
VA
2166
Valmark Advisers
Ohio
– -$236K -8,002 Closed
SC
2167
Saturna Capital
Washington
– -$236K -8,000 Closed
ESBC
2168
E.S. Barr & Co
Kentucky
– -$236K -8,000 Closed
NPF
2169
Norris Perne & French
Michigan
– -$235K -7,960 Closed
CCM
2170
Chickasaw Capital Management
Tennessee
– -$233K -7,922 Closed
AAIM
2171
Asset Advisors Investment Management
Georgia
– -$233K -7,895 Closed
PI
2172
Pettee Investors
Connecticut
– -$230K -7,821 Closed
MUS
2173
Mitsubishi UFJ Securities
Japan
– -$228K -7,740 Closed
TPW
2174
Tiller Private Wealth
Pennsylvania
– -$228K -7,740 Closed
WFG
2175
Wills Financial Group
Virginia
– -$227K -7,710 Closed
85 86
87
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