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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 %
RBFC
1451
Roman Butler Fullerton & Co
Missouri
$845K +$185K +6,120 +28%
CWP
1452
Curated Wealth Partners
California
$844K +$844K +27,862 New
PP
1453
Patron Partners
Texas
$839K +$839K +27,685 New
WSCM
1454
Wellington Shields Capital Management
New York
$838K -$15.2K -500 -2%
BTW
1455
Boston Trust Walden
Massachusetts
$838K – – –
PWMG
1456
Prestige Wealth Management Group
New Jersey
$837K +$199K +6,575 +31%
DWA
1457
Douglass Winthrop Advisors
New York
$834K -$31.3K -1,033 -4%
TB
1458
Terril Brothers
Missouri
$834K – – –
SP
1459
Sarasin & Partners
United Kingdom
$831K +$225K +7,405 +37%
CIA
1460
CSat Investment Advisory
Michigan
$830K -$768K -25,340 -48%
LA
1461
LexAurum Advisors
Kansas
$827K -$28.7K -948 -3%
FCMC
1462
Founders Capital Management (Connecticut)
Connecticut
$827K – – –
TI
1463
Tidal Investments
Wisconsin
$827K +$99.5K +3,283 +14%
AIC
1464
Ameritas Investment Company
Nebraska
$825K -$83K -2,755 -9%
MMHP
1465
Murphy Middleton Hinkle & Parker
Georgia
$823K +$61 +2 +0%
RCC
1466
Red Cedar Capital
Nebraska
$817K – – –
SWMG
1467
Strategic Wealth Management Group
Maryland
$815K -$55K -1,813 -6%
SBSB
1468
Sullivan, Bruyette, Speros & Blaney
Virginia
$815K +$126K +4,163 +18%
LIA
1469
LBMC Investment Advisors
Tennessee
$812K +$7.34K +242 +0.9%
MWM
1470
Mission Wealth Management
California
$812K +$118K +3,907 +17%
KFGK
1471
Keystone Financial Group (Kentucky)
Kentucky
$809K -$71.3K -2,353 -8%
BOPW
1472
Brandywine Oak Private Wealth
Pennsylvania
$807K -$61.2K -2,023 -7%
JDR
1473
Jay D. Rosenbaum
$807K +$40K +1,320 +5%
MPW
1474
Monterey Private Wealth
California
$806K -$9.46K -312 -1%
DCM
1475
Dimension Capital Management
Florida
$803K -$82.2K -2,714 -9%
57 58
59
60 61