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Bank of America
BAC

Overview Fund Activity

2,369 hedge funds and large institutions have $185B invested in Bank of America in 2020 Q4 according to their latest regulatory filings, with 408 funds opening new positions, 863 increasing their positions, 883 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,369
Holders Change
+288
Holders Change %
+13.84%
% of All Funds
42.03%
Holding in Top 10
130
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+35.42%
% of All Funds
2.31%
New
408
Increased
863
Reduced
883
Closed
89
Calls
$4.14B
Puts
$6.34B
Net Calls
-$2.2B
Net Calls Change
-$1.18B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.17B
2
GQG Partners
GQG Partners
Florida
+$871M
3
Franklin Resources
Franklin Resources
California
+$635M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$501M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$460M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$780M
2
Dodge & Cox
Dodge & Cox
California
-$603M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$388M
4
Artisan Partners
Artisan Partners
Wisconsin
-$335M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
851
Financial Counselors Inc
Kansas
$3.39M +$280K +9,233 +9%
MOS
852
MGO One Seven
Ohio
$3.39M -$505K -16,663 -13%
GWMIA
853
Global Wealth Management Investment Advisory
Florida
$3.38M +$158K +5,198 +5%
VWM
854
Valley Wealth Managers
New Jersey
$3.38M -$222K -7,329 -6%
VFA
855
Valeo Financial Advisors
Indiana
$3.38M +$260K +8,580 +8%
UAS
856
United Asset Strategies
New York
$3.38M +$1.85M +60,894 +121%
MYAM
857
Meiji Yasuda Asset Management
Japan
$3.36M -$66.4K -2,191 -2%
PWP
858
Private Wealth Partners
California
$3.36M -$515K -17,000 -13%
SIM
859
Sterling Investment Management
Arizona
$3.36M +$33.2K +1,095 +1%
AAS
860
Avantax Advisory Services
Texas
$3.35M -$7.38M -243,572 -69%
BAAM
861
Baker Avenue Asset Management
California
$3.35M -$284K -9,370 -8%
RIM
862
Regent Investment Management
Kentucky
$3.32M -$202K -6,673 -6%
KLCM
863
KG&L Capital Management
Louisiana
$3.31M +$275K +9,066 +9%
JAFL
864
Jay A. Fishman Ltd
Michigan
$3.29M -$463K -15,280 -12%
SIA
865
Sit Investment Associates
Minnesota
$3.28M -$608K -20,050 -16%
SC
866
Sovarnum Capital
New York
$3.27M +$3.27M +108,000 New
LDB
867
Lee, Danner & Bass
Tennessee
$3.26M +$84.8K +2,799 +3%
IA
868
IndexIQ Advisors
New York
$3.24M +$3.24M +106,833 New
TC
869
TownSquare Capital
Utah
$3.23M +$923K +30,442 +40%
HIA
870
Harbor Investment Advisory
Maryland
$3.19M +$38.9K +1,282 +1%
EI
871
Ethic Inc
New York
$3.18M +$641K +21,156 +25%
EP
872
Eudaimonia Partners
Tennessee
$3.16M +$54.9K +1,811 +2%
BB
873
Berkshire Bank
Massachusetts
$3.15M +$15.1K +498 +0.5%
HCM
874
Hodges Capital Management
Texas
$3.15M -$1.45M -47,975 -32%
VCA
875
Verdence Capital Advisors
Maryland
$3.14M -$58.5K -1,931 -2%
33 34
35
36 37