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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 %
AAP
1926
Arax Advisory Partners
Colorado
$91K -$31.4K -1,478 -26%
WOC
1927
West Oak Capital
California
$91K – – –
BWA
1928
Burt Wealth Advisors
Maryland
$90K -$8.43K -398 -9%
SIAS
1929
Shine Investment Advisory Services
Colorado
$86K – – –
MFP
1930
Michael F. Price
$85K – – –
OAMG
1931
Odey Asset Management Group
United Kingdom
$85K – – –
SFSIG
1932
San Francisco Sentry Investment Group
California
$80K -$21K -984 -21%
JPLA
1933
Joseph P. Lucia & Associates
New York
$79K +$528 +25 +0.7%
LFG
1934
Larson Financial Group
Missouri
$78K +$49.4K +2,339 +173%
CIM
1935
Contravisory Investment Management
Massachusetts
$78K +$78K +3,688 New
BC
1936
Barnett & Company
Tennessee
$77K -$82.9K -3,897 -52%
APC
1937
Aspire Private Capital
North Carolina
$76K -$519K -24,610 -87%
CI
1938
CX Institutional
Indiana
$75K -$5.84K -274 -7%
DWA
1939
Dougherty Wealth Advisers
Minnesota
$75K – – –
WB
1940
West Bancorporation
Iowa
$74K -$249K -11,648 -77%
FP
1941
Financial Perspectives
Minnesota
$73.5K +$20K +941 +37%
FCMT
1942
Founders Capital Management (Texas)
Texas
$70K – – –
SFG
1943
Sowa Financial Group
Rhode Island
$70K – – –
RWG
1944
Regal Wealth Group
California
$69K -$3.05K -144 -4%
HDIM
1945
Hanson & Doremus Investment Management
Vermont
$69K -$2.13K -100 -3%
MCM
1946
McMillion Capital Management
North Carolina
$69K +$4.94K +234 +8%
JAM
1947
JCIC Asset Management
Ontario, Canada
$69K +$15.2K +713 +28%
BSG
1948
Black Swift Group
Colorado
$69K +$69K +3,250 New
LF
1949
Lee Financial
Texas
$68K -$27.2K -1,283 -29%
EWA
1950
Evolution Wealth Advisors
Florida
$68K +$39.4K +1,846 +138%
76 77
78
79 80