BAC icon

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 %
RA
1351
Rational Advisors
New York
$1.06M -$731K -24,116 -41%
CFS
1352
CRA Financial Services
New Jersey
$1.05M -$7.61K -251 -0.7%
AWC
1353
Abundance Wealth Counselors
Pennsylvania
$1.05M +$153K +5,056 +17%
WBC
1354
West Branch Capital
Massachusetts
$1.05M -$261K -8,617 -20%
WP
1355
WealthShield Partners
North Carolina
$1.05M +$172K +5,693 +20%
EWM
1356
Empirical Wealth Management
Washington
$1.05M +$105K +3,463 +11%
CL
1357
Choreo LLC
Illinois
$1.05M +$71.3K +2,353 +7%
CIA
1358
Citadel Investment Advisory
Ohio
$1.04M +$1.04M +34,431 New
BMM
1359
Buffington Mohr McNeal
Idaho
$1.04M +$48.9K +1,615 +5%
HKAM
1360
Horizon Kinetics Asset Management
New York
$1.03M -$101K -3,329 -9%
BMA
1361
Brooks Moore & Associates
Tennessee
$1.03M +$3.03K +100 +0.3%
CWM
1362
Cornerstone Wealth Management
Missouri
$1.03M +$11.5K +378 +1%
PWPS
1363
Pinnacle Wealth Planning Services
Ohio
$1.03M +$12.7K +419 +1%
GSWM
1364
Golden State Wealth Management
California
$1.02M +$324K +10,678 +46%
IIA
1365
IPG Investment Advisors
California
$1.02M -$15.2K -500 -1%
YIA
1366
YHB Investment Advisors
Connecticut
$1.02M +$3.94K +130 +0.4%
KJWM
1367
Kiley Juergens Wealth Management
Washington
$1.02M +$34.2K +1,130 +3%
BCM
1368
Buckhead Capital Management
Georgia
$1.02M -$10.1K -334 -1%
BCM
1369
Banyan Capital Management
Georgia
$1.02M +$1.02M +33,501 New
PCM
1370
Princeton Capital Management
New Jersey
$1.01M +$1.76K +58 +0.2%
VCAM
1371
Van Cleef Asset Management
Ohio
$1.01M +$20.4K +672 +2%
CL
1372
COWA LLC
Oklahoma
$1.01M +$1.01M +30,275 New
NP
1373
NorthRock Partners
Minnesota
$1.01M -$76.7K -2,528 -7%
AFAS
1374
Acorn Financial Advisory Services
Virginia
$1.01M -$2.7K -89 -0.3%
RIG
1375
Roosevelt Investment Group
New York
$1.01M – – –
53 54
55
56 57