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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 %
EFSCE
1726
Enterprise Financial Services Corp (EFSC)
Missouri
$476K -$5.31K -175 -1%
HIC
1727
Harvey Investment Company
Kentucky
$475K – – –
DAM
1728
Delta Asset Management
Tennessee
$474K +$11.1K +366 +2%
SCM
1729
Spreng Capital Management
Ohio
$468K -$30.3K -1,000 -6%
CFG
1730
Cooper Financial Group
California
$468K +$83.9K +2,767 +22%
SSWM
1731
Sheets Smith Wealth Management
North Carolina
$467K – – –
EWA
1732
Encompass Wealth Advisors
Oregon
$467K +$467K +15,416 New
WPA
1733
West Paces Advisors
Georgia
$467K -$15.2K -500 -3%
CF
1734
Copperwynd Financial
Arizona
$466K -$15.9K -524 -3%
BWP
1735
BSW Wealth Partners
Colorado
$466K +$47.6K +1,570 +11%
VC
1736
Vicus Capital
Pennsylvania
$465K -$186K -6,136 -29%
AWP
1737
Ascent Wealth Partners
New York
$462K +$51.1K +1,686 +12%
RHAM
1738
Round Hill Asset Management
California
$460K – – –
WFAG
1739
Wescott Financial Advisory Group
Pennsylvania
$460K +$460K +15,166 New
CS
1740
Capital Square
Tennessee
$458K +$202K +6,651 +79%
TA
1741
TrueWealth Advisors
Alabama
$458K +$458K +13,853 New
WI
1742
Wintrust Investments
Illinois
$457K -$209K -10,500 -31%
BIMC
1743
Benson Investment Management Company
Virginia
$457K – – –
WAM
1744
Wolverine Asset Management
Illinois
$457K +$92.5K +3,057 +25%
GWA
1745
GGM Wealth Advisors
Maryland
$456K +$456K +13,629 New
SB
1746
Sunflower Bank
Texas
$455K -$113K -3,713 -20%
DAM
1747
Deltec Asset Management
New York
$455K – – –
CCC
1748
Chelsea Counsel Company
California
$455K +$24.7K +815 +6%
ADMI
1749
Albert D. Mason Inc
Massachusetts
$455K +$111K +3,660 +32%
JRCM
1750
Jones Road Capital Management
New York
$455K +$455K +15,000 New
68 69
70
71 72