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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 %
BSI
1751
Bennett Selby Investments
Maine
$455K +$455K +15,001 New
CG
1752
Clarus Group
Texas
$454K +$454K +13,619 New
CPIG
1753
Chicago Partners Investment Group
Illinois
$453K +$109K +3,457 +32%
CAM
1754
Cidel Asset Management
Ontario, Canada
$452K -$1.02M -33,750 -69%
VWM
1755
Venturi Wealth Management
Texas
$452K +$818 +27 +0.2%
5L
1756
55I LLC
Massachusetts
$451K -$147K -4,842 -25%
KCPG
1757
Kavar Capital Partners Group
Kansas
$451K +$45.4K +1,500 +11%
LWA
1758
Lineweaver Wealth Advisors
Ohio
$450K -$30K -991 -6%
BI
1759
Ballast Inc
Kentucky
$449K +$449K +14,823 New
EWM
1760
Evermay Wealth Management
Virginia
$448K -$49.3K -1,625 -10%
AWE
1761
Avidian Wealth Enterprises
Texas
$448K +$80.1K +2,644 +22%
MFG
1762
Menard Financial Group
Texas
$446K -$59.6K -1,969 -12%
SAM
1763
Strategy Asset Managers
California
$445K -$48.4K -1,597 -10%
HCM
1764
Howland Capital Management
Massachusetts
$443K -$455 -15 -0.1%
ISWM
1765
Independent Solutions Wealth Management
New York
$442K -$35.2K -1,162 -7%
BWA
1766
Brave Warrior Advisors
New York
$440K – – –
DDC
1767
DF Dent & Co
Maryland
$439K – – –
SP
1768
Successful Portfolios
Florida
$439K +$33.7K +1,113 +8%
OWA
1769
One Wealth Advisors
California
$439K +$439K +14,470 New
NG
1770
Northstar Group
New York
$438K +$39.5K +1,305 +10%
TFCP
1771
Twin Focus Capital Partners
Massachusetts
$437K -$10.2K -336 -2%
DWM
1772
Doyle Wealth Management
Florida
$435K -$15.2K -502 -3%
RFN
1773
RDA Financial Network
Iowa
$434K -$111K -3,674 -20%
PPW
1774
Pasadena Private Wealth
California
$434K -$25.2K -830 -5%
PFWA
1775
Paces Ferry Wealth Advisors
Georgia
$433K +$166K +5,490 +62%
69 70
71
72 73