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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 %
FC
1926
Fusion Capital
South Carolina
$325K +$25K +825 +8%
GC
1927
Gratus Capital
Georgia
$324K -$49.5K -1,634 -13%
SCM
1928
Sterneck Capital Management
Missouri
$324K -$5.96K -197 -2%
SJL
1929
Shayne & Jacobs LLC
Tennessee
$324K – – –
FIA
1930
Foundations Investment Advisors
Arizona
$324K +$7.93K +244 +3%
SCG
1931
Sonata Capital Group
Washington
$323K – – –
PCM
1932
Pennsylvania Capital Management
Pennsylvania
$323K – – –
JFGIW
1933
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$322K -$333K -11,000 -51%
SBF
1934
Sara-Bay Financial
Florida
$322K -$28.9K -953 -8%
WAOTB
1935
Wealth Advisors of Tampa Bay
Florida
$322K – – –
CM
1936
Cornerstone Management
Georgia
$321K – – –
BB
1937
Bell Bank
North Dakota
$321K +$321K +10,607 New
SAM
1938
Smithbridge Asset Management
Pennsylvania
$320K – – –
RPG
1939
Resource Planning Group
Georgia
$320K – – –
PC
1940
Port Capital
Illinois
$320K – – –
CPSAC
1941
Chas P. Smith & Associates (CPS)
Florida
$320K +$3.36K +111 +1%
FVWA
1942
Foster Victor Wealth Advisors
South Carolina
$320K +$15.1K +499 +5%
GAM
1943
Grandview Asset Management
Pennsylvania
$320K +$17.3K +571 +6%
C
1944
Certuity
Florida
$320K +$25.3K +835 +9%
FWCM
1945
Ferguson Wellman Capital Management
Oregon
$319K -$227K -7,500 -42%
NQWM
1946
Northwest Quadrant Wealth Management
Oregon
$319K +$20.1K +670 +7%
BCFS
1947
Butensky & Cohen Financial Security
Florida
$318K – – –
SMH
1948
Sanders Morris Harris
Texas
$318K +$318K +10,519 New
RWB
1949
RMR Wealth Builders
New Jersey
$317K -$213K -7,040 -40%
PP
1950
PDS Planning
Ohio
$317K +$25K +824 +9%
76 77
78
79 80