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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 %
LB
1526
Legacy Bridge
Iowa
$718K – – –
BHTS
1527
Bar Harbor Trust Services
Maine
$717K +$21.3K +702 +3%
1WA
1528
180 Wealth Advisors
Washington
$717K +$33.9K +1,034 +5%
SIM
1529
SSI Investment Management
California
$715K -$1.82K -60 -0.3%
ARMT
1530
Amica Retiree Medical Trust
Rhode Island
$712K -$684K -22,566 -49%
WA
1531
Wealth Advisors
California
$711K – – –
BWCS
1532
Beirne Wealth Consulting Services
Connecticut
$711K +$3.97K +131 +0.6%
BCAM
1533
Boston Common Asset Management
Massachusetts
$704K +$704K +23,212 New
GPA
1534
Garrison Point Advisors
California
$702K -$15.1K -499 -2%
CFG
1535
CKW Financial Group
Hawaii
$701K -$78.7K -2,599 -10%
AWA
1536
ARS Wealth Advisors
Florida
$700K +$23.3K +768 +3%
CPWA
1537
Cerro Pacific Wealth Advisors
California
$698K +$698K +23,034 New
EW
1538
Evoke Wealth
California
$697K -$1.08M -35,565 -61%
PAG
1539
Pinnacle Advisory Group
Maryland
$697K – – –
MF
1540
Manchester Financial
California
$695K – – –
AI
1541
Accredited Investors
Minnesota
$692K +$29.2K +965 +4%
WAG
1542
Winthrop Advisory Group
Massachusetts
$690K +$182 +6 +0%
WAS
1543
Wealth Advisory Solutions
Indiana
$690K +$57.8K +1,908 +9%
FWP
1544
FAS Wealth Partners
Kansas
$686K +$30 +1 +0%
WWM
1545
Windsor Wealth Management
Indiana
$683K -$398K -13,132 -37%
GIA
1546
Gladstone Institutional Advisory
Florida
$682K -$56.7K -1,871 -8%
CAMG
1547
CWA Asset Management Group
Florida
$680K -$44.5K -1,467 -6%
HPWM
1548
Highland Private Wealth Management
Washington
$679K -$37.9K -1,252 -5%
BO
1549
BRR OpCo
Ohio
$678K -$27.2K -898 -4%
DDPIC
1550
Deroy & Devereaux Private Investment Counsel
Michigan
$676K -$79.6K -2,625 -11%
60 61
62
63 64