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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 %
MFG
1626
MidWestOne Financial Group
Iowa
$410K +$410K +17,246 New
DJSG
1627
D.J. St. Germain
Massachusetts
$409K -$141K -5,951 -26%
FWM
1628
Fairhaven Wealth Management
Illinois
$409K +$61.2K +2,574 +18%
GC
1629
Gratus Capital
Georgia
$408K -$3.56K -150 -0.9%
JFA
1630
JNBA Financial Advisors
Minnesota
$408K – – –
IP
1631
Intellectus Partners
California
$407K -$81.9K -3,448 -17%
V
1632
VeraBank
Texas
$407K – – –
CWS
1633
Cypress Wealth Services
California
$406K +$10.7K +449 +3%
RCIM
1634
Red Cedar Investment Management
Michigan
$406K +$406K +17,082 New
AWM
1635
Aberdeen Wealth Management
Illinois
$405K +$101K +4,256 +33%
SIG
1636
Sargent Investment Group
Maryland
$404K -$203K -8,735 -33%
MFG
1637
Merit Financial Group
Georgia
$402K +$97.5K +4,107 +32%
EWM
1638
Evermay Wealth Management
Virginia
$401K -$26.7K -1,125 -6%
VC
1639
Vicus Capital
Pennsylvania
$400K -$2.73K -115 -0.7%
XF
1640
XML Financial
Maryland
$400K +$2.26K +95 +0.6%
MW
1641
Marcum Wealth
Ohio
$399K -$77.1K -3,243 -16%
CF
1642
Copperwynd Financial
Arizona
$399K -$59.7K -2,510 -13%
FPCM
1643
Financial Partners Capital Management
New York
$398K -$24.4K -1,026 -6%
RA
1644
Riversedge Advisors
Delaware
$397K -$50K -2,103 -11%
CCP
1645
Cardan Capital Partners
Colorado
$397K -$12.3K -519 -3%
ISB
1646
Iowa State Bank
Iowa
$397K +$9.82K +414 +3%
FLI
1647
Family Legacy Inc
South Carolina
$396K -$12.1K -510 -3%
HCMNY
1648
Howard Capital Management (New York)
New York
$394K -$5.51K -232 -1%
RFN
1649
RDA Financial Network
Iowa
$392K +$79.3K +3,334 +25%
SIC
1650
Shoker Investment Counsel
Ohio
$391K +$1.14K +48 +0.3%
64 65
66
67 68