BAC icon

Bank of America
BAC

Overview Fund Activity

2,127 hedge funds and large institutions have $143B invested in Bank of America in 2020 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 840 increasing their positions, 883 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+47
Holders Change %
+2.26%
% of All Funds
43.72%
Holding in Top 10
97
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.35%
% of All Funds
1.99%
New
196
Increased
840
Reduced
883
Closed
129
Calls
$3.1B
Puts
$4.72B
Net Calls
-$1.63B
Net Calls Change
-$224M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$429M
3
EIG
EdgePoint Investment Group
Ontario, Canada
+$351M
4
Franklin Resources
Franklin Resources
California
+$296M
5
Citadel Advisors
Citadel Advisors
Florida
+$292M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$860M
2
Parnassus Investments
Parnassus Investments
California
-$494M
3
PIF
Public Investment Fund
Saudi Arabia
-$488M
4
State Street
State Street
Massachusetts
-$386M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1251
Telemus Capital
Michigan
$961K -$157K -6,523 -14%
SWA
1252
Stratos Wealth Advisors
Ohio
$954K -$94.2K -3,968 -9%
DTL
1253
Dynamic Technology Lab
Singapore
$951K +$273K +11,500 +40%
WBC
1254
West Branch Capital
Massachusetts
$951K +$665K +28,004 +233%
BOC
1255
Barbara Oil Co
Illinois
$950K – – –
AFM
1256
Anson Funds Management
Texas
$950K +$950K +40,000 New
WP
1257
WealthSource Partners
California
$949K +$19.1K +806 +2%
LSAG
1258
Lake Street Advisors Group
New Hampshire
$946K +$104K +4,367 +12%
PH
1259
Pinnacle Holdings
Oklahoma
$945K – – –
PWMAG
1260
Pinnacle Wealth Management Advisory Group
New Jersey
$945K +$183K +7,700 +24%
CA
1261
Claro Advisors
Massachusetts
$940K +$3.51K +148 +0.4%
TS
1262
Tamar Securities
California
$925K +$925K +38,961 New
CWC
1263
Carolinas Wealth Consulting
North Carolina
$922K -$1.62M -68,435 -64%
OPS
1264
Orion Portfolio Solutions
Nebraska
$920K +$241K +10,160 +36%
HT
1265
Heritage Trust
Oklahoma
$919K -$5.01K -211 -0.5%
BC
1266
Burleson & Co
California
$916K +$59.5K +2,278 +7%
LSPW
1267
Lake Street Private Wealth
Illinois
$915K -$359K -15,150 -28%
FANJ
1268
Financial Architects (New Jersey)
New Jersey
$913K -$5.06K -213 -0.6%
OPTFSNA
1269
Old Point Trust & Financial Services N A
Virginia
$911K -$2.38K -100 -0.3%
EGA
1270
E&G Advisors
Texas
$906K – – –
CIM
1271
CIM Investment Management
Pennsylvania
$906K – – –
LWM
1272
Loveless Wealth Management
Montana
$905K +$131K +5,501 +17%
BCM
1273
Brookmont Capital Management
Texas
$905K +$905K +38,103 New
MCG
1274
Meru Capital Group
New York
$903K -$2.8M -118,000 -76%
CMO
1275
Covenant Multifamily Offices
Texas
$902K +$342K +14,410 +61%
49 50
51
52 53