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Bank of America
BAC

Overview Fund Activity

2,080 hedge funds and large institutions have $130B invested in Bank of America in 2020 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 828 increasing their positions, 937 reducing their positions, and 342 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,080
Holders Change
-220
Holders Change %
-9.57%
% of All Funds
45.95%
Holding in Top 10
107
Holding in Top 10 Change
-129
Holding in Top 10 Change %
-54.66%
% of All Funds
2.36%
New
148
Increased
828
Reduced
937
Closed
342
Calls
$2.83B
Puts
$4.23B
Net Calls
-$1.4B
Net Calls Change
+$808M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$720M
2
PIF
Public Investment Fund
Saudi Arabia
+$488M
3
Dodge & Cox
Dodge & Cox
California
+$463M
4
HCM
Himalaya Capital Management
Washington
+$262M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$796M
2
GQG Partners
GQG Partners
Florida
-$509M
3
TP
Theleme Partners
United Kingdom
-$418M
4
Sanders Capital
Sanders Capital
Florida
-$413M
5
IG
ING Group
Netherlands
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
1126
Godshalk Welsh Capital Management
Pennsylvania
$1.11M – – –
IWM
1127
IHT Wealth Management
Illinois
$1.11M +$22.2K +1,047 +2%
RCM
1128
RNC Capital Management
California
$1.11M +$144K +6,771 +15%
WTB
1129
Washington Trust Bank
Washington
$1.11M -$448K -21,077 -29%
AC
1130
Arjuna Capital
North Carolina
$1.1M -$11.7K -551 -1%
MC
1131
Martin & Co
Tennessee
$1.1M +$56.2K +2,646 +5%
PTP
1132
Platform Technology Partners
New York
$1.1M +$604K +28,452 +121%
LFAS
1133
Level Four Advisory Services
Texas
$1.1M +$61.9K +2,924 +6%
CS
1134
Cannell & Spears
New York
$1.1M +$80.6K +3,797 +8%
VHAM
1135
Van Hulzen Asset Management
California
$1.1M +$837K +39,398 +324%
BW
1136
Bison Wealth
Georgia
$1.09M -$257K -12,127 -19%
SFFS
1137
Stonehage Fleming Financial Services
Jersey
$1.09M -$121K -5,719 -10%
Koshinski Asset Management
1138
Koshinski Asset Management
Illinois
$1.09M +$228K +10,740 +26%
BAM
1139
Belpointe Asset Management
Nevada
$1.09M -$102K -4,783 -9%
EF
1140
Empirical Finance
Pennsylvania
$1.08M +$353K +16,636 +48%
TWI
1141
Thomas White International
Illinois
$1.08M -$19.3K -910 -2%
CCG
1142
Ceeto Capital Group
Florida
$1.08M – – –
PPSG
1143
Princeton Portfolio Strategies Group
New Jersey
$1.07M – – –
PWS
1144
Peloton Wealth Strategists
Indiana
$1.07M -$40.3K -1,900 -4%
DFA
1145
Delta Financial Advisors
Louisiana
$1.06M -$883K -41,614 -45%
LCH
1146
Lee Capital Holdings
New York
$1.06M – – –
FL
1147
Fourthstone LLC
Missouri
$1.06M +$1.06M +50,000 New
MCA
1148
Mendon Capital Advisors
Florida
$1.06M -$3.18M -150,000 -75%
BRWM
1149
B. Riley Wealth Management
Tennessee
$1.06M +$416K +19,609 +65%
BP
1150
Ballentine Partners
Massachusetts
$1.06M -$142K -6,714 -12%
44 45
46
47 48