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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 %
HI
1001
Hoey Investments
Pennsylvania
$2.31M +$133K +4,394 +6%
BWM
1002
BerganKDV Wealth Management
Minnesota
$2.3M -$64.1K -2,114 -3%
APW
1003
Aurora Private Wealth
New Jersey
$2.29M -$57.7K -1,902 -2%
SA
1004
SRN Advisors
Pennsylvania
$2.28M +$2.28M +76,137 New
NRS
1005
Neville Rodie & Shaw
New York
$2.28M +$70.5K +2,325 +3%
GW
1006
GW & Wade
Massachusetts
$2.27M +$235K +7,741 +12%
KCM
1007
Kornitzer Capital Management
Kansas
$2.27M -$4.55K -150 -0.2%
GG
1008
Gofen & Glossberg
Illinois
$2.26M +$72.3K +2,386 +3%
CCA
1009
Checchi Capital Advisers
California
$2.26M -$48.5K -1,599 -2%
SWM
1010
Sugarloaf Wealth Management
Georgia
$2.25M -$74K -2,440 -3%
PPW
1011
Parcion Private Wealth
Washington
$2.25M -$105K -3,457 -4%
SACTSONJ
1012
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.24M – – –
CIA
1013
Cohen Investment Advisors
New Hampshire
$2.24M +$2.24M +73,848 New
PF
1014
Phoenix Financial
Israel
$2.24M +$2.24M +74,229 New
FQ
1015
First Quadrant
California
$2.24M – – –
FIM
1016
Freedom Investment Management
Connecticut
$2.23M +$41.4K +1,365 +2%
CGL
1017
Clarius Group LLC
Washington
$2.23M +$147K +4,848 +7%
BIP
1018
Bouvel Investment Partners
Pennsylvania
$2.22M +$2.22M +73,202 New
TI
1019
Truehand Inc
New Hampshire
$2.22M – – –
MGIA
1020
Moneta Group Investment Advisors
Missouri
$2.21M +$302K +9,948 +16%
FCM
1021
Fortis Capital Management
Washington
$2.2M +$2.2M +72,473 New
IWM
1022
IHT Wealth Management
Illinois
$2.19M -$1.04M -34,328 -32%
BCI
1023
Brinker Capital Investments
Pennsylvania
$2.19M -$1.52M -50,238 -41%
DSC
1024
Duncker Streett & Co
Missouri
$2.19M -$423K -13,954 -16%
BFG
1025
Beacon Financial Group
Texas
$2.19M -$119K -3,499 -5%
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41
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