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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 %
STA
1376
Summit Trail Advisors
New York
$730K +$730K +30,757 New
HCM
1377
HGI Capital Management
New York
$729K – – –
RCAG
1378
Rehmann Capital Advisory Group
Michigan
$728K +$728K +30,635 New
OIA
1379
Optimum Investment Advisors
Illinois
$727K -$2.37K -100 -0.3%
RPC
1380
Rossmore Private Capital
Connecticut
$727K +$156K +6,564 +27%
AFAS
1381
Acorn Financial Advisory Services
Virginia
$723K -$2.97K -125 -0.4%
TWP
1382
Tempus Wealth Planning
California
$722K +$807 +34 +0.1%
HWA
1383
Heritage Wealth Advisors
Virginia
$720K – – –
WA
1384
Wealth Architects
California
$720K -$167K -7,052 -19%
BOPW
1385
Brandywine Oak Private Wealth
Pennsylvania
$719K -$23.1K -975 -3%
AIC
1386
Ameritas Investment Company
Nebraska
$716K -$242K -10,191 -25%
SWK
1387
Stephen W. Kidder
$714K – – –
DI
1388
DFPG Investments
Utah
$712K -$113K -4,893 -14%
SHWM
1389
Silicon Hills Wealth Management
Texas
$712K – – –
FSCM
1390
Front Street Capital Management
Montana
$711K +$104K +4,396 +17%
SCA
1391
Stonebridge Capital Advisors
Minnesota
$708K +$5.94K +250 +0.8%
BIAS
1392
Beacon Investment Advisory Services
New Jersey
$707K -$27K -1,137 -4%
TL
1393
TrueWealth LLC
Georgia
$707K +$9.79K +412 +1%
NICM
1394
Neo Ivy Capital Management
New York
$706K +$598K +25,191 +557%
AWC
1395
Abundance Wealth Counselors
Pennsylvania
$706K +$706K +29,717 New
COF
1396
Capital One Financial
Virginia
$704K -$109K -4,598 -13%
CL
1397
CPWM LLC
Washington
$704K -$72.9K -3,072 -9%
SOAMC
1398
Spirit of America Management Corp
New York
$703K -$23.8K -1,000 -3%
FMT
1399
First Mercantile Trust
Tennessee
$702K -$186K -7,810 -21%
DWA
1400
Douglass Winthrop Advisors
New York
$702K -$100K -4,226 -13%
54 55
56
57 58