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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 %
WA
1351
Wealth Advisors
California
$768K +$71K +3,000 +10%
PRC
1352
Pearl River Capital
Michigan
$768K +$768K +32,322 New
RWM
1353
Ritholtz Wealth Management
New York
$767K +$462K +19,441 +151%
KWM
1354
Keebeck Wealth Management
Illinois
$766K – – –
SAM
1355
S.A. Mason
Michigan
$765K +$9.69K +408 +1%
HCM
1356
Horrell Capital Management
Arkansas
$763K +$5.87K +247 +0.8%
MRCM
1357
M&R Capital Management
New Jersey
$762K -$13.3K -559 -2%
Assenagon Asset Management
1358
Assenagon Asset Management
Luxembourg
$762K +$762K +32,081 New
PP
1359
Pegasus Partners
Wisconsin
$761K +$52.4K +2,205 +7%
SAM
1360
Strategy Asset Managers
California
$758K -$23.7K -996 -3%
YIA
1361
YHB Investment Advisors
Connecticut
$758K -$5.34K -225 -0.7%
PPP
1362
Private Portfolio Partners
New Jersey
$755K -$118K -4,982 -14%
APF
1363
Alaska Permanent Fund
Alaska
$755K – – –
CSA
1364
Cottage Street Advisors
Massachusetts
$753K -$94.9K -4,000 -11%
CICI
1365
Capital Investment Counsel Inc
North Carolina
$752K +$29.3K +1,234 +4%
AW
1366
ACG Wealth
Georgia
$751K -$40.9K -1,723 -5%
WAS
1367
WESPAC Advisors SoCal
California
$751K +$12K +500 +2%
SAM
1368
Sawgrass Asset Management
Florida
$746K -$35.1K -1,477 -4%
BP
1369
BBR Partners
New York
$744K +$474K +19,976 +176%
CFGS
1370
Concourse Financial Group Securities
Alabama
$743K -$689K -29,046 -48%
AOWM
1371
Alpha Omega Wealth Management
Virginia
$736K -$15.9K -671 -2%
YWP
1372
YorkBridge Wealth Partners
New York
$734K -$67.1K -2,824 -8%
DLHL
1373
Donald L. Hagan LLC
Florida
$733K -$108K -4,553 -13%
OAG
1374
Orbis Allan Gray
Bermuda
$732K – – –
UWPG
1375
Ullmann Wealth Partners Group
Florida
$730K +$6.7K +282 +0.9%
53 54
55
56 57