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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 %
SC
1676
Sawyer & Company
Massachusetts
$533K – – –
NGA
1677
Naples Global Advisors
Florida
$532K -$4.73K -156 -0.9%
AA
1678
Advisory Alpha
Michigan
$531K -$28.8K -952 -5%
WC
1679
Whitney & Co
New York
$529K – – –
SSWM
1680
Smith Salley Wealth Management
North Carolina
$528K -$24.4K -805 -4%
CWS
1681
Cypress Wealth Services
California
$527K +$527K +17,378 New
GTCM
1682
Gyon Technologies Capital Management
New Jersey
$527K +$527K +17,399 New
LPIC
1683
LeJeune Puetz Investment Counsel
Michigan
$526K +$30.3K +1,000 +6%
ZB
1684
Zions Bancorporation
Utah
$525K +$43.3K +1,430 +9%
QTM
1685
qPULA Trading Management
New York
$524K +$524K +17,300 New
JFA
1686
JNBA Financial Advisors
Minnesota
$522K – – –
PCP
1687
Proficio Capital Partners
Massachusetts
$521K -$26.9K -887 -5%
HL
1688
HeadInvest LLC
Maine
$521K +$36.1K +1,190 +7%
AWA
1689
Aaron Wealth Advisors
Illinois
$520K +$520K +17,157 New
AIP
1690
Almanack Investment Partners
Pennsylvania
$518K +$63.7K +2,099 +14%
Cohen & Steers
1691
Cohen & Steers
New York
$517K -$54.1K -1,785 -9%
LNWTC
1692
Laird Norton Wetherby Trust Company
Washington
$516K +$516K +17,015 New
CWA
1693
Choice Wealth Advisors
Maine
$516K +$516K +17,029 New
CST
1694
Charles Schwab Trust
Nevada
$516K +$516K +17,032 New
ICM
1695
IMS Capital Management
Oregon
$515K -$942K -31,099 -65%
KCM
1696
Kanawha Capital Management
Virginia
$514K +$15.7K +518 +3%
SFP
1697
Shepherd Financial Partners
Massachusetts
$514K +$26.2K +865 +5%
HA
1698
HYA Advisors
Missouri
$514K +$92.7K +3,060 +22%
MTIM
1699
Marathon Trading Investment Management
Pennsylvania
$513K -$1.62M -53,400 -76%
CA
1700
Calton & Associates
Florida
$512K -$61K -2,010 -11%
66 67
68
69 70