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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 %
AIA
1501
AIMZ Investment Advisors
California
$452K – – –
RBFC
1502
Roman Butler Fullerton & Co
Missouri
$451K +$72.5K +3,418 +19%
BHTS
1503
Bar Harbor Trust Services
Maine
$449K -$32.6K -1,537 -7%
CCM
1504
CAAS Capital Management
New York
$449K +$449K +21,142 New
HFRG
1505
Houlihan Financial Resource Group
Virginia
$448K +$1.8K +85 +0.4%
WIC
1506
Woodmont Investment Counsel
Tennessee
$447K – – –
FWM
1507
Foresight Wealth Management
Utah
$445K +$298K +14,026 +202%
EPA
1508
Element Pointe Advisors
Florida
$444K +$444K +20,940 New
1WA
1509
180 Wealth Advisors
Washington
$440K -$31.1K -1,511 -7%
SSWM
1510
Smith Salley Wealth Management
North Carolina
$440K -$17.8K -837 -4%
KMWM
1511
Keudell/Morrison Wealth Management
Oregon
$440K -$12.2K -572 -3%
VDI
1512
Vaughan David Investments
Illinois
$439K -$84.3K -3,971 -16%
IRC
1513
Investors Research Corp
Georgia
$439K -$12.1K -570 -3%
OPPTF
1514
OPSEU Pension Plan Trust Fund
Ontario, Canada
$438K +$438K +21,682 New
IP
1515
Intellectus Partners
California
$437K -$30.4K -1,431 -7%
RVPG
1516
Relative Value Partners Group
$437K – – –
HIM
1517
Hillsdale Investment Management
Ontario, Canada
$436K +$436K +20,580 New
CHAM
1518
Clear Harbor Asset Management
Connecticut
$435K -$53.2K -2,510 -11%
BFG
1519
Barber Financial Group
Kansas
$434K +$17.1K +808 +4%
SAS
1520
Stelac Advisory Services
New York
$434K +$434K +20,444 New
WC
1521
Whitney & Co
New York
$433K -$17.3K -815 -4%
LAIC
1522
Lederer & Associates Investment Counsel
California
$433K – – –
OPCM
1523
Osborne Partners Capital Management
California
$431K -$80K -3,767 -16%
PFGIA
1524
Patriot Financial Group Insurance Agency
Massachusetts
$431K +$68.9K +3,248 +19%
HI
1525
Hudock Inc
Pennsylvania
$427K +$22.3K +1,051 +6%
59 60
61
62 63