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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 %
EI
2176
Ellevest Inc
New York
$113K +$106K +3,021 +1,607%
MWC
2177
MBM Wealth Consultants
Missouri
$111K +$26.3K +750 +31%
MCM
2178
McMillion Capital Management
North Carolina
$107K -$1.34K -38 -1%
LWM
2179
Lenox Wealth Management
Ohio
$106K +$1.83K +52 +2%
CB
2180
CNB Bank
Pennsylvania
$106K +$90.5K +2,561 +582%
EWP
2181
Engrave Wealth Partners
Texas
$103K +$103K +2,944 New
BAMG
2182
Brand Asset Management Group
Missouri
$100K +$353 +10 +0.4%
FMP
2183
Financial Management Professionals
Texas
$99K -$10.8K -306 -10%
CH
2184
Canton Hathaway
Rhode Island
$99K
HFM
2185
Harvest Fund Management
China
$95K +$77.4K +2,231 +440%
BHWM
2186
Bay Harbor Wealth Management
Maryland
$93K -$4.03K -114 -4%
PWP
2187
Personal Wealth Partners
Minnesota
$91K
JAM
2188
JCIC Asset Management
Ontario, Canada
$89K +$773 +22 +0.9%
FP
2189
Financial Perspectives
Minnesota
$88.8K +$88.8K +2,522 New
FPS
2190
Fieldpoint Private Securities
Connecticut
$87K -$7.85K -222 -8%
SA
2191
SRH Advisors
Kansas
$87K
TT
2192
TI-Trust
Illinois
$87K +$87K +2,475 New
RFWA
2193
RPg Family Wealth Advisory
Massachusetts
$84K -$135K -3,833 -62%
BAM
2194
Barrett Asset Management
New York
$81K
TF
2195
Tompkins Financial
New York
$80K +$80K +2,263 New
PO
2196
Private Ocean
California
$78K -$9.48K -268 -11%
RCG
2197
Ruggie Capital Group
Florida
$78K +$78K +2,202 New
PCTC
2198
Perkins Coie Trust Company
Washington
$75K
Pacer Advisors
2199
Pacer Advisors
Pennsylvania
$70K -$31.8M -899,499 -100%
LGWM
2200
Litman Gregory Wealth Management
California
$70K -$785K -22,415 -92%