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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 %
UWPG
1401
Ullmann Wealth Partners Group
Florida
$937K +$4.7K +155 +0.5%
SAM
1402
Sawgrass Asset Management
Florida
$936K -$16.5K -545 -2%
CWA
1403
Clearview Wealth Advisors
Oregon
$934K +$934K +30,805 New
XSC
1404
X-Square Capital
Puerto Rico
$928K +$113K +3,736 +14%
STA
1405
Summit Trail Advisors
New York
$926K -$148K -4,872 -14%
DFA
1406
Delta Financial Advisors
Louisiana
$925K -$49.2K -1,625 -5%
NB
1407
NBT Bank
New York
$924K -$109K -3,600 -11%
FFA
1408
Founders Financial Alliance
North Carolina
$923K +$78.2K +2,581 +9%
LJAC
1409
L.J. Altfest & Co
New York
$922K +$47.6K +1,571 +5%
ARMC
1410
American Research & Management Company
Massachusetts
$918K -$69.4K -2,289 -7%
MRCM
1411
M&R Capital Management
New Jersey
$917K -$87K -2,875 -9%
EB
1412
Eastern Bank
Massachusetts
$916K +$94.6K +3,122 +12%
NCM
1413
Narwhal Capital Management
Georgia
$915K – – –
WAS
1414
WESPAC Advisors SoCal
California
$914K -$21.3K -704 -2%
AOWM
1415
Alpha Omega Wealth Management
Virginia
$914K +$38.6K +1,274 +4%
SWK
1416
Stephen W. Kidder
$911K – – –
PCM
1417
Palisade Capital Management
New Jersey
$909K -$123K -4,050 -12%
MFG
1418
Magnus Financial Group
New York
$909K +$33.4K +1,101 +4%
PI
1419
Parkside Investments
Illinois
$909K +$303K +10,000 +50%
VFM
1420
Viking Fund Management
North Dakota
$909K +$303K +10,000 +50%
SCA
1421
Stonebridge Capital Advisors
Minnesota
$908K – – –
GWM
1422
Greenwich Wealth Management
Connecticut
$907K +$20.6K +679 +2%
WAM
1423
Wakefield Asset Management
Colorado
$904K +$33.8K +1,114 +4%
OIA
1424
Optimum Investment Advisors
Illinois
$900K -$3.33K -110 -0.4%
BP
1425
BBR Partners
New York
$899K +$2.82K +93 +0.3%
55 56
57
58 59