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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 %
P
1926
&Partners
Tennessee
$213K +$213K +8,988 New
BCM
1927
Boltwood Capital Management
California
$212K +$212K +8,942 New
BIM
1928
Bridges Investment Management
Nebraska
$211K -$676K -28,565 -76%
BEAM
1929
Baker Ellis Asset Management
Washington
$211K +$11.9K +500 +6%
HAIM
1930
Hunter Associates Investment Management
Pennsylvania
$211K +$211K +8,888 New
B
1931
Brightworth
Georgia
$210K +$210K +8,827 New
PFC
1932
Phocas Financial Corp
California
$210K +$210K +8,870 New
FPCP
1933
Fort Point Capital Partners
California
$209K -$111K -4,678 -35%
MAA
1934
Mraz Amerine & Associates
California
$209K -$75.5K -3,175 -27%
W
1935
WealthStone
Ohio
$209K +$209K +8,785 New
MAG
1936
Mayfair Advisory Group
Alabama
$207K +$207K +8,709 New
BWFA
1937
Baltimore-Washington Financial Advisors
Maryland
$206K -$84.1K -3,560 -29%
CS
1938
Capital Square
Tennessee
$206K -$22.2K -934 -10%
GWM
1939
Gray Wealth Management
Maine
$206K +$206K +8,630 New
BL
1940
Balentine LLC
Georgia
$205K +$135K +5,675 +193%
LPIC
1941
LeJeune Puetz Investment Counsel
Michigan
$204K -$234K -9,850 -53%
UBV
1942
United Bank (Virginia)
Virginia
$204K +$204K +8,561 New
THWM
1943
Taylor Hoffman Wealth Management
Virginia
$202K -$34.7K -1,459 -15%
LF
1944
LifeSteps Financial
California
$202K +$202K +8,494 New
SMH
1945
Sanders Morris Harris
Texas
$202K +$202K +8,519 New
OAM
1946
Oak Asset Management
California
$200K +$200K +8,422 New
PK
1947
Pflug Koory
Nebraska
$192K – – –
BFIM
1948
Beese Fulmer Investment Management
Ohio
$187K +$187K +7,866 New
NSB
1949
Norway Savings Bank
Maine
$186K +$4K +168 +2%
JWA
1950
JFS Wealth Advisors
Pennsylvania
$184K +$149K +6,252 +424%
76 77
78
79 80