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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 %
CPC
1551
Congress Park Capital
New York
$490K -$1.11M -46,711 -69%
RVPG
1552
Relative Value Partners Group
$490K – – –
LIM
1553
Leavell Investment Management
Alabama
$489K +$23.6K +995 +5%
Jacobs Levy Equity Management
1554
Jacobs Levy Equity Management
New Jersey
$484K -$3.94M -165,699 -89%
LAIC
1555
Lederer & Associates Investment Counsel
California
$484K – – –
PA
1556
Procyon Advisors
Connecticut
$484K +$14.1K +592 +3%
WI
1557
WrapManager Inc
California
$484K +$260K +10,929 +116%
OPCM
1558
Osborne Partners Capital Management
California
$482K – – –
BFG
1559
Barber Financial Group
Kansas
$481K -$4.46K -188 -0.9%
IRC
1560
Investors Research Corp
Georgia
$479K -$11.9K -500 -2%
WAS
1561
Wealth Advisory Solutions
Indiana
$478K +$478K +20,157 New
PI
1562
Parkside Investments
Illinois
$475K -$143K -6,000 -23%
SSWM
1563
Smith Salley Wealth Management
North Carolina
$475K -$17.4K -732 -4%
PFGIA
1564
Patriot Financial Group Insurance Agency
Massachusetts
$475K -$8.11K -341 -2%
SP
1565
Sarasin & Partners
United Kingdom
$475K – – –
VFM
1566
Viking Fund Management
North Dakota
$475K – – –
SA
1567
Sunesis Advisors
Kansas
$475K +$2.38K +100 +0.5%
WA
1568
WealthTrust Axiom
Pennsylvania
$475K +$10.8K +455 +2%
ARTA
1569
A.R.T. Advisors
New York
$475K +$475K +20,000 New
CAAS
1570
Capital Asset Advisory Services
Michigan
$474K +$19.8K +735 +4%
WC
1571
Whitney & Co
New York
$473K -$11.9K -500 -2%
LWM
1572
Liberty Wealth Management
California
$473K +$78K +3,281 +20%
NA
1573
Navellier & Associates
Nevada
$473K +$114K +4,800 +32%
KMWM
1574
Keudell/Morrison Wealth Management
Oregon
$470K -$21.9K -923 -4%
FC
1575
FCA Corp
Texas
$469K -$2.02K -85 -0.4%
61 62
63
64 65