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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 %
KFI
1901
Key Financial Inc
Pennsylvania
$347K – – –
CAM
1902
CenterStar Asset Management
Illinois
$347K -$1.4M – –
BFM
1903
Boothbay Fund Management
New York
$347K +$347K +11,450 New
BFC
1904
Bedel Financial Consulting
Indiana
$344K +$7.32K +241 +2%
BCP
1905
Berkeley Capital Partners
Georgia
$344K +$344K +11,339 New
VBFP
1906
Valtinson Bruner Financial Planning
Minnesota
$342K +$8.09K +246 +2%
B
1907
Brightworth
Georgia
$341K +$37.5K +1,238 +12%
CPA
1908
Capital Planning Advisors
California
$339K -$47.6K -1,570 -12%
KA
1909
Kercheville Advisors
Texas
$338K +$338K +11,230 New
FFG
1910
Fortem Financial Group
California
$337K -$63.4K -2,092 -16%
KM
1911
Kalos Management
Georgia
$337K +$15.4K +485 +5%
AWM
1912
AllSquare Wealth Management
New York
$337K +$42.5K +1,400 +14%
CCIA
1913
Campbell & Co Investment Adviser
Maryland
$337K +$337K +11,125 New
RCM
1914
Requisite Capital Management
Texas
$335K – – –
CA
1915
Continuum Advisory
Idaho
$335K +$11.8K +390 +4%
CRWM
1916
Castle Rock Wealth Management
California
$334K +$334K +10,581 New
KTC
1917
Kistler-Tiffany Companies
Pennsylvania
$332K -$36K -1,190 -10%
SWM
1918
Segment Wealth Management
Texas
$331K +$5.4K +178 +2%
LC
1919
LCNB Corp
Ohio
$329K – – –
CWP
1920
CFM Wealth Partners
Texas
$329K – – –
NIA
1921
Northstar Investment Advisors
Colorado
$329K – – –
PWAC
1922
Private Wealth Advisors (California)
California
$328K +$1.27K +38 +0.4%
FBFS
1923
First Business Financial Services
Wisconsin
$327K – – –
SAM
1924
Seelaus Asset Management
New Jersey
$327K +$327K +10,798 New
TVAMP
1925
Tennessee Valley Asset Management Partners
Tennessee
$326K +$326K +10,747 New
75 76
77
78 79