BAC icon

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 %
WEC
1476
Winslow Evans & Crocker
Massachusetts
$579K +$17.8K +751 +3%
FC
1477
Forte Capital
New York
$576K -$65.5K -2,758 -10%
WDA
1478
Wendell David Associates
New Hampshire
$576K – – –
ACP
1479
Aviance Capital Partners
Florida
$575K -$1.17M -49,083 -67%
CAMG
1480
CWA Asset Management Group
Florida
$575K -$259K -10,926 -31%
SW
1481
SteelPeak Wealth
California
$575K +$575K +24,209 New
SIM
1482
SSI Investment Management
California
$574K -$8.55K -360 -1%
OFS
1483
OneAscent Financial Services
Alabama
$574K +$20.5K +862 +4%
CHAM
1484
Clear Harbor Asset Management
Connecticut
$573K +$85.6K +3,600 +18%
MHIC
1485
Marble Harbor Investment Counsel
Massachusetts
$572K -$14.2K -597 -2%
PWMG
1486
Prestige Wealth Management Group
New Jersey
$568K +$246K +10,373 +77%
CAM
1487
Close Asset Management
United Kingdom
$567K -$175K -7,389 -24%
AB
1488
Atlas Brown
Kentucky
$565K +$90K +3,807 +19%
KF
1489
Krilogy Financial
Missouri
$563K -$14.8K -623 -3%
APP
1490
Avantax Planning Partners
Iowa
$560K -$35.7K -1,504 -6%
BCWM
1491
Bartlett & Co Wealth Management
Ohio
$559K -$5.3K -223 -0.9%
BC
1492
Bartlett & Co
Ohio
$559K -$5.29K -223 -0.9%
BIM
1493
Baldwin Investment Management
Pennsylvania
$559K +$30.9K +1,300 +6%
GPA
1494
Garrison Point Advisors
California
$558K +$71 +3 +0%
JIP
1495
Jaffetilchin Investment Partners
Florida
$557K +$281K +11,845 +102%
OAM
1496
Optimal Asset Management
California
$555K -$1.42M -59,884 -72%
WA
1497
Wealth Alliance
New York
$552K +$136K +5,733 +33%
AA
1498
Advisory Alpha
Michigan
$549K +$549K +20,554 New
PAG
1499
Pinnacle Advisory Group
Maryland
$545K – – –
MF
1500
Manchester Financial
California
$544K – – –
58 59
60
61 62