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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 %
FCMC
1776
Founders Capital Management (Connecticut)
Connecticut
$246K +$101K +4,739 +69%
PIA
1777
Perennial Investment Advisors
California
$245K -$5.2K -245 -2%
PFSC
1778
Peoples Financial Services Corp
Pennsylvania
$245K +$12.8K +600 +5%
HFS
1779
Howard Financial Services
Texas
$245K +$43.2K +2,032 +21%
CAM
1780
Claret Asset Management
Quebec, Canada
$244K -$6.36K -300 -3%
CFD
1781
Creative Financial Designs
Indiana
$244K -$4.43K -209 -2%
CCM
1782
Check Capital Management
California
$244K +$2.21K +104 +0.9%
QT
1783
Quantamental Technologies
New York
$244K +$244K +11,500 New
SDWMA
1784
Schneider Downs Wealth Management Advisors
Pennsylvania
$243K +$243K +11,465 New
Cohen & Steers
1785
Cohen & Steers
New York
$242K – – –
TCM
1786
Teza Capital Management
Illinois
$242K +$242K +11,380 New
BP
1787
BBR Partners
New York
$241K -$693K -32,671 -74%
BCP
1788
Berkeley Capital Partners
Georgia
$240K -$53.1K -2,500 -18%
AAIM
1789
Asset Advisors Investment Management
Georgia
$240K – – –
WIM
1790
Westside Investment Management
California
$240K +$240K +31,391 New
HCM
1791
Hall Capital Management
Rhode Island
$238K -$79.9K -3,759 -25%
WKWM
1792
Walter & Keenan Wealth Management
Indiana
$238K -$76.1K -3,706 -24%
AIA
1793
Allied Investment Advisors
Montana
$238K +$14.5K +685 +6%
AMCA
1794
Arthur M. Cohen & Associates
Illinois
$238K +$20.1K +980 +9%
TBA
1795
Tower Bridge Advisors
Pennsylvania
$237K -$31.8K -1,500 -12%
CWP
1796
CFM Wealth Partners
Texas
$237K -$15.5K -729 -6%
FMTC
1797
Farmers & Merchants Trust Company
California
$237K – – –
BA
1798
Birinyi Associates
Connecticut
$236K -$85K -4,000 -26%
BWP
1799
BSW Wealth Partners
Colorado
$236K +$236K +11,130 New
BCM
1800
Buckhead Capital Management
Georgia
$235K -$544K -25,649 -70%
70 71
72
73 74