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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 %
PHK
1301
Point72 Hong Kong
Hong Kong
$1.18M -$4.78M -157,798 -80%
SS
1302
Sunbelt Securities
Texas
$1.18M +$78.5K +2,590 +7%
KPW
1303
Kore Private Wealth
New York
$1.17M +$43.6K +1,438 +4%
IIM
1304
InTrack Investment Management
Vermont
$1.17M +$1.17M +38,550 New
FWP
1305
Falcon Wealth Planning
California
$1.17M +$1.17M +38,434 New
CA
1306
Cornerstone Advisory
Maryland
$1.16M -$164K -5,419 -12%
PWAP
1307
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.16M +$163K +5,379 +16%
CPO
1308
Cerity Partners OCIO
New York
$1.16M +$45.8K +1,511 +4%
OWA
1309
Octavia Wealth Advisors
Ohio
$1.16M +$1.16M +38,147 New
PWS
1310
Peloton Wealth Strategists
Indiana
$1.16M – – –
GAMC
1311
Garner Asset Management Corp
Texas
$1.15M -$78.3K -2,584 -6%
EM
1312
Excalibur Management
Massachusetts
$1.15M +$8.43K +278 +0.7%
SLA
1313
Silver Lake Advisory
Utah
$1.14M +$6.34K +209 +0.6%
PG
1314
Pendal Group
Australia
$1.14M -$12.5K -413 -1%
SC
1315
Schulhoff & Co
Ohio
$1.14M -$38.6K -1,273 -3%
WCM
1316
Washington Capital Management
Washington
$1.14M -$606 -20 -0.1%
KA
1317
Kovack Advisors
Florida
$1.14M +$88.3K +2,912 +8%
JFL
1318
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.14M +$108K +3,572 +11%
PBT
1319
Pictet Bank & Trust
Bahamas
$1.14M +$549K +18,100 +93%
NL
1320
NVWM LLC
Pennsylvania
$1.13M -$6K -198 -0.5%
WSFS
1321
Wilmington Savings Fund Society
Delaware
$1.13M +$12.7K +418 +1%
BRWM
1322
B. Riley Wealth Management
Tennessee
$1.12M -$372K -12,281 -25%
SVWAG
1323
Sound View Wealth Advisors Group
Georgia
$1.12M -$2.61K -86 -0.2%
BC
1324
Burleson & Co
California
$1.11M +$2.24K +74 +0.2%
CMTU
1325
Capital Markets Trading (UK)
United Kingdom
$1.11M -$4.49M -148,199 -80%
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