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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 %
VRM
1476
Vectors Research Management
New York
$800K +$15.2K +500 +2%
HC
1477
HNP Capital
New York
$800K +$15.2K +500 +2%
SBL
1478
Sargent Bickham Lagudis
Colorado
$799K +$214K +7,063 +37%
CCB
1479
Cutter & Co Brokerage
Missouri
$797K -$24.2K -797 -3%
LAM
1480
LifePro Asset Management
California
$797K -$3.58K -118 -0.4%
KWA
1481
KCS Wealth Advisory
California
$797K +$4.33K +143 +0.5%
FMT
1482
First Mercantile Trust
Tennessee
$795K +$22.1K +728 +3%
LIM
1483
Lathrop Investment Management
Arkansas
$794K – – –
GCA
1484
Gradient Capital Advisors
California
$792K -$80.2K -2,647 -9%
PFO
1485
Pathstone Family Office
New Jersey
$792K +$634K +20,926 +402%
CRC
1486
Curi RMB Capital
Illinois
$791K – – –
TWP
1487
Tempus Wealth Planning
California
$789K -$424 -14 -0.1%
WEC
1488
Winslow Evans & Crocker
Massachusetts
$789K +$41.5K +1,369 +6%
SHA
1489
Seneca House Advisors
Virginia
$788K +$1.58K +52 +0.2%
LBC
1490
Lowe Brockenbrough & Co
Virginia
$784K -$3.03K -100 -0.4%
SCA
1491
Sippican Capital Advisors
Massachusetts
$782K +$27.7K +912 +4%
FPCM
1492
Financial Partners Capital Management
New York
$781K +$273K +9,000 +54%
DHFB
1493
Dixon Hubard Feinour & Brown
Virginia
$780K – – –
LMAM
1494
Legg Mason Asset Management
Japan
$780K +$780K +25,748 New
IWA
1495
Inspirion Wealth Advisors
Illinois
$779K +$545 +18 +0.1%
ACG
1496
Allen Capital Group
Nebraska
$779K +$8.64K +285 +1%
BIAS
1497
Beacon Investment Advisory Services
New Jersey
$777K -$98.3K -3,243 -11%
CAM
1498
Cubic Asset Management
Massachusetts
$775K +$29.5K +972 +4%
GLA
1499
Good Life Advisors
Pennsylvania
$771K -$5.78K -191 -0.7%
LWP
1500
Legacy Wealth Planning
Nevada
$765K +$168K +5,551 +28%
58 59
60
61 62