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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 %
DWM
1626
Destination Wealth Management
California
$345K -$13.1K -619 -4%
B
1627
Bridgeworth
Alabama
$345K +$9.93K +467 +3%
ISWM
1628
Independent Solutions Wealth Management
New York
$343K -$10.6K -500 -3%
FFG
1629
Frisch Financial Group
New York
$342K -$1.36K -64 -0.4%
BO
1630
BRR OpCo
Ohio
$340K -$12.7K -599 -4%
EFSCE
1631
Enterprise Financial Services Corp (EFSC)
Missouri
$337K -$39.1K -1,845 -10%
CWM
1632
Centric Wealth Management
Illinois
$336K -$957K -34,326 -74%
LWM
1633
Laidlaw Wealth Management
New York
$336K -$4.51K -212 -1%
TWM
1634
Triton Wealth Management
Arizona
$336K +$336K +14,328 New
OA
1635
Oxbow Advisors
Texas
$335K -$1.94M -91,432 -85%
SIG
1636
Sky Investment Group
Connecticut
$334K – – –
WPA
1637
West Paces Advisors
Georgia
$333K -$158K -7,451 -32%
HIC
1638
Harvey Investment Company
Kentucky
$333K – – –
DAM
1639
Delta Asset Management
Tennessee
$333K +$43.9K +2,068 +15%
HWA
1640
HHM Wealth Advisors
Tennessee
$333K +$182K +8,603 +121%
AWA
1641
Arkadios Wealth Advisors
Georgia
$332K -$21.3K -1,004 -6%
TCM
1642
Towercrest Capital Management
Pennsylvania
$332K +$93K +4,380 +39%
AIC
1643
Archer Investment Corporation
Indiana
$330K -$16.8K -791 -5%
SSWM
1644
Sheets Smith Wealth Management
North Carolina
$327K -$3.93K -185 -1%
LFASL
1645
Lugano Financial Advisors SA (LFA)
Switzerland
$326K – – –
FCFC
1646
First Citizens Financial Corp
Iowa
$323K +$74.9K +3,526 +30%
ME
1647
McIlrath & Eck
Washington
$322K +$32.6K +1,533 +11%
ACA
1648
Aptus Capital Advisors
Alabama
$322K +$33.5K +1,579 +12%
VWM
1649
Venturi Wealth Management
Texas
$321K -$90.9K -4,282 -22%
PCM
1650
Pointe Capital Management
Michigan
$321K -$28.7K -1,352 -8%
64 65
66
67 68