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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 %
HHGA
1676
Halbert Hargrove Global Advisors
California
$305K +$1.97K +93 +0.7%
KJHP
1677
K.J. Harrison & Partners
Ontario, Canada
$304K -$282K -13,300 -48%
TFCP
1678
Twin Focus Capital Partners
Massachusetts
$304K -$8.43K -397 -3%
BSB
1679
Bangor Savings Bank
Maine
$302K -$19.2K -903 -6%
LFA
1680
Legacy Financial Advisors
Kentucky
$302K +$9.03K +375 +3%
GPFA
1681
Game Plan Financial Advisors
Ohio
$300K +$9.53K +450 +3%
SIA
1682
Strategic Investment Advisors
Michigan
$300K +$17.1K +807 +6%
RHAM
1683
Round Hill Asset Management
California
$300K +$102K +4,815 +51%
AP
1684
Americana Partners
Texas
$299K +$12.5K +590 +4%
AWM
1685
Aprio Wealth Management
Georgia
$297K +$148K +6,960 +99%
TPWA
1686
TRUE Private Wealth Advisors
Oregon
$292K -$449K -21,193 -61%
TFA
1687
Toth Financial Advisory
Virginia
$291K -$6.14K -289 -2%
CNB
1688
Camden National Bank
Maine
$291K +$22.7K +1,070 +8%
NEPPG
1689
New England Professional Planning Group
Rhode Island
$288K – – –
PWMG
1690
Prestige Wealth Management Group
New Jersey
$287K -$540K -25,499 -65%
BWM
1691
Baystate Wealth Management
Massachusetts
$287K -$6.75K -318 -2%
CFG
1692
Cooper Financial Group
California
$287K +$64.9K +3,055 +29%
FHC
1693
First Heartland Consultants
Missouri
$286K -$82.6K -3,885 -22%
FPCP
1694
Fort Point Capital Partners
California
$286K +$59K +2,777 +26%
NWS
1695
Newport Wealth Strategies
California
$285K -$165K -6,929 -37%
BFG
1696
Beacon Financial Group
Texas
$285K +$40.4K +1,828 +16%
AIIMS
1697
Analyst IMS Investment Management Services
Israel
$284K -$1.01M -47,674 -78%
FBC
1698
Fairfield, Bush & Co
Connecticut
$284K -$295K -13,900 -51%
KCPG
1699
Kavar Capital Partners Group
Kansas
$284K -$12.7K -599 -4%
WP
1700
WMS Partners
Maryland
$284K +$21.3K +1,000 +8%
66 67
68
69 70