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Bank of America
BAC

Overview Fund Activity

2,127 hedge funds and large institutions have $143B invested in Bank of America in 2020 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 840 increasing their positions, 883 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+47
Holders Change %
+2.26%
% of All Funds
43.72%
Holding in Top 10
97
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.35%
% of All Funds
1.99%
New
196
Increased
840
Reduced
883
Closed
129
Calls
$3.1B
Puts
$4.72B
Net Calls
-$1.63B
Net Calls Change
-$224M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$429M
3
EIG
EdgePoint Investment Group
Ontario, Canada
+$351M
4
Franklin Resources
Franklin Resources
California
+$296M
5
Citadel Advisors
Citadel Advisors
Florida
+$292M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$860M
2
Parnassus Investments
Parnassus Investments
California
-$494M
3
PIF
Public Investment Fund
Saudi Arabia
-$488M
4
State Street
State Street
Massachusetts
-$386M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBFP
1876
Valtinson Bruner Financial Planning
Minnesota
$239K – – –
JAM
1877
Jupiter Asset Management
United Kingdom
$238K -$212K -8,943 -47%
NQWM
1878
Northwest Quadrant Wealth Management
Oregon
$238K -$16.2K -692 -6%
RCM
1879
Requisite Capital Management
Texas
$238K – – –
CAC
1880
Certified Advisory Corp
Florida
$238K +$1.43K +60 +0.6%
SIA
1881
Starfire Investment Advisers
Michigan
$237K +$237K +9,985 New
B
1882
Bellecapital
Switzerland
$236K -$193K -8,139 -45%
CIM
1883
Confluence Investment Management
Missouri
$236K – – –
BWAM
1884
Boyd Watterson Asset Management
Ohio
$236K – – –
FVWA
1885
Foster Victor Wealth Advisors
South Carolina
$236K +$236K +9,934 New
IIM
1886
Ironwood Investment Management
Massachusetts
$235K -$854 -36 -0.4%
WP
1887
WMS Partners
Maryland
$234K -$83.9K -3,524 -26%
CHA
1888
Cooper/Haims Advisors
New York
$234K +$234K +9,870 New
BC
1889
Brio Consultants
California
$233K -$7.35K -309 -3%
CA
1890
Continuum Advisory
Idaho
$233K +$233K +10,024 New
BAM
1891
Bellevue Asset Management
Washington
$232K – – –
AWM
1892
AllSquare Wealth Management
New York
$231K -$28.4K -1,194 -11%
PWAC
1893
Private Wealth Advisors (California)
California
$231K -$11.1K -469 -5%
TF
1894
TimeScale Financial
Massachusetts
$231K +$11.7K +503 +5%
CPIG
1895
Chicago Partners Investment Group
Illinois
$230K +$230K +9,537 New
SMC
1896
Smith, Moore & Co
Missouri
$229K -$11.5K -484 -5%
IF
1897
IRON Financial
Illinois
$229K +$229K +9,629 New
JLBC
1898
J.L. Bainbridge & Co
Florida
$228K – – –
IP
1899
Investment Partners
Ohio
$228K +$760 +32 +0.3%
AL
1900
AJO LP
Pennsylvania
$227K -$3.84M -162,287 -94%
74 75
76
77 78