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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 %
APG
1326
Abacus Planning Group
South Carolina
$815K +$10K +421 +1%
KA
1327
Kovack Advisors
Florida
$813K +$87.2K +3,673 +12%
IA
1328
IFG Advisory
Georgia
$809K -$48.9K -2,062 -6%
CB
1329
Community Bank
New York
$809K +$609K +25,649 +304%
CPA
1330
Capital Planning Advisors
California
$806K -$1.55M -65,282 -66%
AL
1331
Aspiriant LLC
California
$805K -$57.8K -2,439 -7%
EP
1332
Edgestream Partners
New Jersey
$803K -$367K -15,460 -31%
CAM
1333
Cidel Asset Management
Ontario, Canada
$802K – – –
OL
1334
Optas LLC
Texas
$801K +$801K +33,698 New
CCWA
1335
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$798K +$798K +33,619 New
CL
1336
Choreo LLC
Illinois
$796K -$27.2K -1,147 -3%
GL
1337
Graypoint LLC
New York
$796K +$31.1K +1,308 +4%
BCM
1338
Barometer Capital Management
Ontario, Canada
$793K +$793K +33,400 New
AIM
1339
Aspen Investment Management
Michigan
$792K -$12.5K -525 -2%
NNP
1340
Nachman Norwood & Parrott
South Carolina
$791K -$29.3K -1,233 -4%
PCM
1341
Princeton Capital Management
New Jersey
$790K – – –
BMA
1342
Brooks Moore & Associates
Tennessee
$789K +$72.5K +3,050 +10%
BDF
1343
Balasa Dinverno & Foltz
$788K +$788K +33,177 New
NCM
1344
Narwhal Capital Management
Georgia
$782K +$258K +10,850 +49%
KC
1345
Kingfisher Capital
North Carolina
$781K -$988K -41,585 -56%
WCM
1346
Weld Capital Management
New York
$781K +$781K +32,903 New
BMM
1347
Buffington Mohr McNeal
Idaho
$779K -$71.3K -3,000 -8%
CBA
1348
Coastal Bridge Advisors
Connecticut
$773K -$1.21K -51 -0.2%
PCM
1349
Penserra Capital Management
California
$772K +$168K +7,107 +28%
VPIM
1350
Vanguard Personalized Indexing Management
California
$771K +$357K +15,034 +86%
52 53
54
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