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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 %
PWM
1426
PBMares Wealth Management
Virginia
$899K +$52.4K +1,728 +6%
SOAMC
1427
Spirit of America Management Corp
New York
$897K – – –
CL
1428
CPWM LLC
Washington
$894K +$3.58K +118 +0.4%
WA
1429
Wealth Architects
California
$893K -$36.7K -1,211 -4%
NHC
1430
Nicholas Hoffman & Company
Georgia
$893K +$18.4K +608 +2%
OCM
1431
Orion Capital Management
California
$893K +$893K +29,464 New
HPC
1432
Hobart Private Capital
North Carolina
$893K -$57.4K -1,894 -6%
WA
1433
Wealth Alliance
New York
$890K +$5.12K +169 +0.6%
BCM
1434
Brasada Capital Management
Texas
$879K -$894K -29,496 -50%
OC
1435
Oakworth Capital
Alabama
$877K -$29K -957 -3%
WPW
1436
Waldron Private Wealth
Pennsylvania
$873K -$56.8K -1,876 -6%
FCB
1437
First Command Bank
Texas
$872K -$125K -4,139 -13%
FCFS
1438
First Command Financial Services
Texas
$872K -$125K -4,139 -13%
MYIA
1439
Mount Yale Investment Advisors
Colorado
$871K -$33.1K -1,091 -4%
AWM
1440
Altavista Wealth Management
North Carolina
$870K +$40.2K +1,327 +5%
AMC
1441
Asset Management Corp
Illinois
$866K -$51K -1,544 -6%
TAIM
1442
TD Ameritrade Investment Management
Nebraska
$863K -$184K -6,078 -18%
BCA
1443
Bay Colony Advisors
Massachusetts
$863K -$20.8K -685 -2%
WW
1444
Waterfront Wealth
Kansas
$862K +$862K +28,429 New
MCM
1445
Mitchell Capital Management
Kansas
$856K -$7.67K -253 -0.9%
AB
1446
Atlas Brown
Kentucky
$852K +$41.8K +1,377 +5%
KF
1447
Krilogy Financial
Missouri
$848K +$119K +3,933 +16%
WCM
1448
Weik Capital Management
Pennsylvania
$847K -$9.09K -300 -1%
BTWM
1449
Baker Tilly Wealth Management
Wisconsin
$847K +$847K +27,945 New
T
1450
TRUADVICE
Florida
$845K +$112K +3,771 +15%
56 57
58
59 60