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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 %
CWMU
1276
Caliber Wealth Management (Utah)
Utah
$1.25M +$1.25M +41,113 New
EDRIA
1277
Edmonds Duncan Registered Investment Advisors
Kansas
$1.24M -$16.8K -490 -1%
FNFDCM
1278
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.24M -$34.9K -1,150 -3%
VIA
1279
Vident Investment Advisory
Georgia
$1.24M +$24.2K +798 +2%
ICP
1280
Interchange Capital Partners
Pennsylvania
$1.24M +$1.24M +40,848 New
VWA
1281
Visionary Wealth Advisors
Illinois
$1.24M +$1.24M +40,819 New
WSTAM
1282
Wilbanks Smith & Thomas Asset Management
Virginia
$1.23M -$28.2K -930 -2%
BP
1283
Ballentine Partners
Massachusetts
$1.23M -$324K -10,696 -21%
TFS
1284
Thoroughbred Financial Services
Tennessee
$1.23M +$74.1K +2,446 +6%
EGA
1285
E&G Advisors
Texas
$1.23M -$3.03K -100 -0.2%
CWM
1286
Circle Wealth Management
New Jersey
$1.23M +$9.58K +316 +0.8%
HT
1287
Heritage Trust
Oklahoma
$1.22M +$49.9K +1,645 +4%
RWM
1288
Ritholtz Wealth Management
New York
$1.22M +$152K +5,020 +14%
GPCM
1289
Granite Point Capital Management
Massachusetts
$1.21M – – –
BOC
1290
Barbara Oil Co
Illinois
$1.21M – – –
CW
1291
CreativeOne Wealth
Kansas
$1.21M +$1.21M +39,912 New
ED
1292
Exane Derivatives
France
$1.21M +$23.9K +787 +2%
CA
1293
Claro Advisors
Massachusetts
$1.21M +$59.5K +1,964 +5%
CTA
1294
Chesley Taft & Associates
Illinois
$1.2M +$1.2M +39,600 New
WP
1295
WealthSource Partners
California
$1.19M -$7K -231 -0.6%
Koshinski Asset Management
1296
Koshinski Asset Management
Illinois
$1.19M -$94.6K -3,123 -7%
LSAG
1297
Lake Street Advisors Group
New Hampshire
$1.19M -$42.2K -1,392 -3%
CFGS
1298
Concourse Financial Group Securities
Alabama
$1.19M +$28.5K +940 +2%
QCG
1299
Quadrant Capital Group
Ohio
$1.19M -$32.4K -1,069 -3%
LWM
1300
Loveless Wealth Management
Montana
$1.19M -$24.3K -803 -2%
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