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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 %
ICM
1901
Islay Capital Management
Texas
$129K – – –
PMFA
1902
Plante Moran Financial Advisors
Michigan
$125K -$71.8K -3,391 -36%
WCG
1903
Weaver Consulting Group
California
$125K -$15.9K -751 -11%
HI
1904
Human Investing
Oregon
$123K -$25.6K -1,201 -17%
JGIA
1905
Jackson Grant Investment Advisers
Connecticut
$123K +$21 +1 +0%
CFO
1906
CVA Family Office
Colorado
$122K -$9.84K -465 -7%
CIS
1907
Capital International Sarl
California
$117K – – –
HFS
1908
HBC Financial Services
Washington
$116K -$20 -1 -0%
CAM
1909
CenterStar Asset Management
Illinois
$116K – – –
ICM
1910
ISZO Capital Management
New York
$112K +$112K +5,284 New
PW
1911
Price Wealth
Texas
$110K -$4.24K -200 -4%
RFM
1912
Royal Fund Management
Florida
$107K -$3.17K -150 -3%
SIS
1913
Sound Income Strategies
Florida
$107K +$26.6K +1,256 +33%
HFA
1914
HC Financial Advisors
California
$107K +$107K +5,060 New
SIM
1915
Sonora Investment Management
Arizona
$106K +$18.5K +869 +21%
FNBOSM
1916
First National Bank of South Miami
Florida
$105K -$26.7K -1,259 -20%
KFS
1917
Kelly Financial Services
Massachusetts
$102K +$24.5K +1,153 +32%
IUHSA
1918
Itau Unibanco Holding S.A.
Brazil
$101K +$101K +4,779 New
BWL
1919
Bogart Wealth LLC
Virginia
$98K -$42.3K -1,996 -30%
BDWM
1920
Brewin Dolphin Wealth Management
Ireland
$96.3K -$8.49K -400 -8%
MCM
1921
MV Capital Management
Maryland
$96K – – –
NICM
1922
Neo Ivy Capital Management
New York
$96K +$96K +4,525 New
CHA
1923
Carmichael Hill & Associates
Maryland
$95K +$8.8K +416 +10%
BCM
1924
Blume Capital Management
California
$95K +$16.9K +800 +22%
MSFP
1925
Mark Sheptoff Financial Planning
Connecticut
$92K +$4.27K +200 +5%
75 76
77
78 79