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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 %
JAM
1551
Jupiter Asset Management
United Kingdom
$403K -$9.59M -451,887 -96%
LWP
1552
Legacy Wealth Planning
Nevada
$403K -$21K -991 -5%
TFO
1553
Tarbox Family Office
California
$403K +$42 +2 +0%
RA
1554
RFG Advisory
Alabama
$399K -$17.9K -845 -4%
RA
1555
Riversedge Advisors
Delaware
$399K +$29K +1,365 +8%
AIA
1556
Arbor Investment Advisors
North Carolina
$398K +$276 +13 +0.1%
ACM
1557
Alethea Capital Management
Washington
$398K +$36.7K +1,730 +10%
PHK
1558
Point72 Hong Kong
Hong Kong
$396K +$50.2K +2,367 +15%
BIM
1559
Beach Investment Management
Pennsylvania
$394K -$77.2K -3,638 -16%
LPIC
1560
LeJeune Puetz Investment Counsel
Michigan
$392K +$167K +7,850 +74%
GBBWRPM
1561
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$391K -$3.4K -160 -0.9%
CAM
1562
Chou Associates Management
Ontario, Canada
$390K -$212K -10,000 -35%
CI
1563
CAZ Investments
Texas
$389K +$389K +18,300 New
XSC
1564
X-Square Capital
Puerto Rico
$388K +$175K +8,243 +82%
FWCM
1565
Ferguson Wellman Capital Management
Oregon
$387K -$107K -5,050 -22%
CIR
1566
Clear Investment Research
Georgia
$386K – – –
LNB
1567
Ledyard National Bank
$386K +$79.2K +3,732 +26%
BCM
1568
BTR Capital Management
California
$385K -$3.19K -150 -0.8%
B
1569
Bellecapital
Switzerland
$384K – – –
DCM
1570
Donaldson Capital Management
Indiana
$382K -$106K -5,002 -22%
EWM
1571
Evermay Wealth Management
Virginia
$382K -$66.6K -3,141 -15%
BWM
1572
BigSur Wealth Management
Florida
$382K -$26.5K -1,250 -6%
TF
1573
TLWM Financial
Texas
$382K +$7.89K +373 +2%
SFI
1574
SPC Financial Inc
Maryland
$380K +$56.2K +2,652 +17%
DE
1575
Day & Ennis
Georgia
$379K +$64 +3 +0%
61 62
63
64 65