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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 %
KA
1351
Kovack Advisors
Florida
$649K +$36.7K +1,728 +6%
AFAS
1352
Acorn Financial Advisory Services
Virginia
$648K +$4.29K +202 +0.7%
LF
1353
Lantz Financial
Illinois
$646K -$4.82K -227 -0.7%
UWPG
1354
Ullmann Wealth Partners Group
Florida
$646K – – –
CICI
1355
Capital Investment Counsel Inc
North Carolina
$646K +$32.9K +1,550 +5%
TWP
1356
Tempus Wealth Planning
California
$645K -$10K -473 -2%
HWA
1357
Heritage Wealth Advisors
Virginia
$644K -$18.9K -892 -3%
BMA
1358
Brooks Moore & Associates
Tennessee
$640K +$36.6K +1,725 +6%
SWK
1359
Stephen W. Kidder
$638K – – –
BFO
1360
Biltmore Family Office
North Carolina
$638K +$140K +6,588 +28%
SHWM
1361
Silicon Hills Wealth Management
Texas
$637K +$637K +29,985 +428,357%
PP
1362
Pegasus Partners
Wisconsin
$633K +$8.4K +396 +1%
JFL
1363
Jarislowsky, Fraser Ltd
Quebec, Canada
$633K +$76.4K +3,600 +14%
WA
1364
Wealth Advisors
California
$631K – – –
HR
1365
Hayden Royal
North Carolina
$628K +$628K +29,558 New
SCA
1366
Stonebridge Capital Advisors
Minnesota
$627K -$38.9K -1,834 -6%
TL
1367
TrueWealth LLC
Georgia
$623K -$53.3K -2,512 -8%
BTW
1368
Boston Trust Walden
Massachusetts
$622K -$176K -8,312 -22%
WMA
1369
Wealth Management Associates
New Jersey
$618K +$3.55K +167 +0.6%
CPO
1370
Cerity Partners OCIO
New York
$613K -$14.2K -667 -2%
EB
1371
Eastern Bank
Massachusetts
$611K -$186K -8,764 -23%
DCM
1372
Dimension Capital Management
Florida
$610K +$42.4K +2,000 +7%
OPS
1373
Orion Portfolio Solutions
Nebraska
$606K -$339K -15,999 -36%
DTL
1374
Dynamic Technology Lab
Singapore
$606K +$606K +28,529 New
HTC
1375
Haverford Trust Company
Pennsylvania
$602K -$49.4K -2,326 -8%
53 54
55
56 57