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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 %
APG
1301
Abacus Planning Group
South Carolina
$720K – – –
AIM
1302
Aspen Investment Management
Michigan
$719K -$57.9K -2,730 -7%
SRAM
1303
Stone Ridge Asset Management
New York
$718K +$718K +33,800 New
DWA
1304
Douglass Winthrop Advisors
New York
$717K -$18.7K -881 -3%
CAM
1305
Cidel Asset Management
Ontario, Canada
$717K – – –
WAS
1306
WESPAC Advisors SoCal
California
$716K -$56.8K -2,440 -7%
YWP
1307
YorkBridge Wealth Partners
New York
$716K +$31.6K +1,489 +5%
AW
1308
ACG Wealth
Georgia
$708K -$148K -6,983 -17%
JFGIW
1309
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$706K -$193K -9,067 -21%
CWP
1310
Capital Wealth Planning
Florida
$706K -$103K -4,875 -13%
GCA
1311
Genesee Capital Advisors
New York
$704K -$48.6K -2,293 -6%
SAM
1312
Sawgrass Asset Management
Florida
$698K -$45.1K -2,125 -6%
SAM
1313
Strategy Asset Managers
California
$698K +$33.2K +1,564 +5%
KPW
1314
Kore Private Wealth
New York
$698K +$62.5K +2,945 +10%
VCAM
1315
Van Cleef Asset Management
Ohio
$696K – – –
CL
1316
CPWM LLC
Washington
$695K +$44.8K +2,112 +7%
EM
1317
Excalibur Management
Massachusetts
$694K +$27.5K +1,295 +4%
MRCM
1318
M&R Capital Management
New Jersey
$693K -$512K -24,155 -43%
LWM
1319
Loveless Wealth Management
Montana
$693K +$54K +2,541 +8%
IC
1320
Inscription Capital
Texas
$692K -$726K -34,170 -51%
CBA
1321
Coastal Bridge Advisors
Connecticut
$692K +$88.4K +4,166 +15%
KWM
1322
Keebeck Wealth Management
Illinois
$685K – – –
MMA
1323
Miracle Mile Advisors
California
$683K -$5.55M -261,254 -89%
YIA
1324
YHB Investment Advisors
Connecticut
$683K +$1.36K +64 +0.2%
GL
1325
Graypoint LLC
New York
$683K +$683K +32,196 New
51 52
53
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