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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 %
HPWM
1426
Highland Private Wealth Management
Washington
$529K -$34.7K -1,637 -6%
IWA
1427
Inspirion Wealth Advisors
Illinois
$529K +$21K +990 +4%
WCM
1428
Whitener Capital Management
North Carolina
$528K -$47.9K -2,257 -8%
SFWA
1429
Summit Financial Wealth Advisors
Louisiana
$527K +$28.9K +1,353 +6%
MHIC
1430
Marble Harbor Investment Counsel
Massachusetts
$524K +$21.9K +1,030 +4%
WPW
1431
Waldron Private Wealth
Pennsylvania
$523K -$20.2K -953 -4%
LBC
1432
Lowe Brockenbrough & Co
Virginia
$523K -$3.59K -169 -0.7%
SIM
1433
SSI Investment Management
California
$520K -$5.77K -272 -1%
PFS
1434
Physicians Financial Services
North Carolina
$520K +$87.1K +4,100 +20%
KF
1435
Krilogy Financial
Missouri
$516K +$61.3K +2,889 +13%
WDA
1436
Wendell David Associates
New Hampshire
$515K -$4.25K -200 -0.8%
GLA
1437
Good Life Advisors
Pennsylvania
$515K +$32.1K +1,514 +7%
MA
1438
MCF Advisors
Kentucky
$515K +$63.1K +2,973 +14%
IIA
1439
IPG Investment Advisors
California
$514K +$98.7K +4,650 +24%
JDR
1440
Jay D. Rosenbaum
$514K +$25.9K +1,221 +5%
RIM
1441
Redwood Investment Management
Arizona
$512K -$156K -7,341 -23%
GCA
1442
Gradient Capital Advisors
California
$512K +$18.1K +851 +4%
RPC
1443
Rossmore Private Capital
Connecticut
$511K +$511K +24,058 New
MYIA
1444
Mount Yale Investment Advisors
Colorado
$508K -$128K -6,030 -20%
JFA
1445
Johanson Financial Advisors
California
$507K -$17.5M -822,205 -97%
WP
1446
WealthPLAN Partners
Nebraska
$507K +$106K +4,868 +26%
BC
1447
Bartlett & Co
Ohio
$505K +$505K +23,770 New
BCWM
1448
Bartlett & Co Wealth Management
Ohio
$505K +$22.4K +1,055 +5%
WEC
1449
Winslow Evans & Crocker
Massachusetts
$504K -$12.4K -582 -2%
CC
1450
Cipher Capital
New York
$504K +$504K +23,725 New
56 57
58
59 60