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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 %
ACP
1701
Aviance Capital Partners
Florida
$512K -$36.4K -1,200 -7%
IWA
1702
Intercontinental Wealth Advisors
Texas
$512K +$83.4K +2,749 +19%
AFP
1703
Ausdal Financial Partners
Iowa
$509K +$61 +2 +0%
HWA
1704
HHM Wealth Advisors
Tennessee
$508K – – –
EBT
1705
Enterprise Bank & Trust
Massachusetts
$507K -$1.78M -58,632 -78%
CCP
1706
Cardan Capital Partners
Colorado
$507K +$152 +5 +0%
GBBWRPM
1707
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$506K +$727 +24 +0.1%
OFW
1708
Omnia Family Wealth
Florida
$505K +$31.9K +1,051 +7%
PCM
1709
Pointe Capital Management
Michigan
$501K -$14.3K -472 -3%
ISB
1710
Iowa State Bank
Iowa
$501K – – –
LFF
1711
Level Four Financial
Texas
$501K +$501K +16,531 New
AWP
1712
Abacus Wealth Partners
California
$501K +$501K +16,522 New
TP
1713
Tranquility Partners
Tennessee
$500K – – –
COCM
1714
Charter Oak Capital Management
New Hampshire
$499K +$499K +16,461 New
SIA
1715
Soltis Investment Advisors
Utah
$494K +$7.39K +244 +2%
APC
1716
Aspire Private Capital
North Carolina
$492K -$370K -12,216 -43%
IBOK
1717
Independence Bank of Kentucky
Kentucky
$491K – – –
RM
1718
Resource Management
Louisiana
$490K -$8.86K -292 -2%
BIA
1719
Barry Investment Advisors
Massachusetts
$488K -$10.2K -335 -2%
NWA
1720
Navis Wealth Advisors
New York
$485K +$485K +15,997 New
SIG
1721
Sky Investment Group
Connecticut
$483K – – –
SIC
1722
Shoker Investment Counsel
Ohio
$482K -$7.27K -240 -1%
FFG
1723
Frisch Financial Group
New York
$482K +$1.79K +59 +0.4%
NJBEST
1724
New Jersey Better Educational Savings Trust
New Jersey
$478K -$319K -10,517 -40%
GA
1725
Geller Advisors
New York
$478K – – –
67 68
69
70 71