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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 %
LWM
1601
Liberty Wealth Management
California
$611K -$14.7K -492 -2%
PFS
1602
Physicians Financial Services
North Carolina
$609K -$150K -4,948 -20%
AWAP
1603
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$609K +$609K +20,094 New
SIG
1604
Sargent Investment Group
Maryland
$608K -$26.1K -860 -4%
DCM
1605
Donaldson Capital Management
Indiana
$608K +$36K +1,190 +6%
MA
1606
MCF Advisors
Kentucky
$607K -$94.2K -3,108 -13%
BWAM
1607
Boyd Watterson Asset Management
Ohio
$607K +$331K +10,924 +120%
BFG
1608
Barber Financial Group
Kansas
$606K -$7.97K -263 -1%
GP
1609
Geneva Partners
Wisconsin
$606K +$606K +20,000 New
JWM
1610
Jupiter Wealth Management
Colorado
$606K +$606K +20,000 New
MW
1611
Marcum Wealth
Ohio
$605K +$40K +1,322 +7%
MSFS
1612
Main Street Financial Solutions
Pennsylvania
$605K +$605K +19,947 New
SWA
1613
SOA Wealth Advisors
New York
$603K +$603K +18,305 New
FFS
1614
Founders Financial Securities
Maryland
$602K +$101K +3,334 +20%
PLFAM
1615
Pineno Levin & Ford Asset Management
Virginia
$600K -$58.9K -1,943 -9%
LCM
1616
Leisure Capital Management
California
$599K -$68.4K -2,256 -10%
LIM
1617
Leavell Investment Management
Alabama
$599K -$23K -759 -4%
BOH
1618
Bank of Hawaii
Hawaii
$599K +$51.2K +1,691 +9%
FM
1619
Foster & Motley
Ohio
$598K +$142K +4,698 +31%
PA
1620
Procyon Advisors
Connecticut
$597K -$2.67K -88 -0.4%
FWSM
1621
First Wilshire Securities Management
California
$595K -$15K -495 -2%
ETI
1622
Enterprise Trust & Investment
California
$593K +$12.5K +372 +2%
SIA
1623
Strategic Investment Advisors
Michigan
$589K +$34.2K +1,129 +6%
KMWM
1624
Keudell/Morrison Wealth Management
Oregon
$588K -$14.5K -479 -2%
WIC
1625
Woodmont Investment Counsel
Tennessee
$587K -$10.3K -339 -2%
63 64
65
66 67