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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 %
CAM
2151
Concorde Asset Management
Michigan
– -$214K -7,384 Closed
SWRP
2152
Summit Wealth & Retirement Planning
California
– -$210K -7,236 Closed
MWA
2153
Meridian Wealth Advisors
Texas
– -$218K -7,134 Closed
JCM
2154
Jag Capital Management
Missouri
– -$202K -6,968 Closed
HCM
2155
HMS Capital Management
Tennessee
– -$180K -6,223 Closed
PFC
2156
Phocas Financial Corp
California
– -$178K -6,140 Closed
CWA
2157
Clarus Wealth Advisors
Arizona
– -$176K -6,072 Closed
BBA
2158
Braun-Bostich & Associates
Pennsylvania
– -$167K -5,761 Closed
ACS
2159
Archford Capital Strategies
Illinois
– -$160K -5,510 Closed
TRAM
2160
Tuscan Ridge Asset Management
Illinois
– -$152K -5,250 Closed
SIM
2161
Sonora Investment Management
Arizona
– -$132K -4,556 Closed
RWA
2162
Redhawk Wealth Advisors
Minnesota
– -$122K -4,200 Closed
QFA
2163
Quattro Financial Advisors
Texas
– -$121K -4,100 Closed
IWA
2164
IBEX Wealth Advisors
New Jersey
– -$116K -4,025 Closed
MWM
2165
Mascoma Wealth Management
New Hampshire
– -$115K -3,979 Closed
MWC
2166
MKD Wealth Coaches
Michigan
– -$65K -3,484 Closed
RCG
2167
Ruggie Capital Group
Florida
– -$63K -2,167 Closed
CFA
2168
Camarda Financial Advisors
Florida
– -$57K -1,972 Closed
W
2169
WealthStone
Ohio
– -$49.4K -1,702 Closed
NCM
2170
Next Capital Management
New York
– -$49K -1,680 Closed
PCMK
2171
Paragon Capital Management (Kansas)
Kansas
– -$31K -1,075 Closed
SFG
2172
Sage Financial Group
Pennsylvania
– -$31K -1,058 Closed
CFGS
2173
Concourse Financial Group Securities
Alabama
– -$24K -812 Closed
AIS
2174
Accurate Investment Solutions
Pennsylvania
– -$14K -471 Closed
AWM
2175
Arbor Wealth Management
Florida
– -$13K -435 Closed
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