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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 %
MHR
1951
Matthew Hamilton Rosenberg
$64K +$64K +3,000 New
Loomis, Sayles & Company
1952
Loomis, Sayles & Company
Massachusetts
$63K -$214K -10,160 -77%
BL
1953
Balentine LLC
Georgia
$63K -$88.1K -4,122 -58%
BHWM
1954
Bay Harbor Wealth Management
Maryland
$61K +$5K +235 +9%
TF
1955
Tompkins Financial
New York
$60K +$11.9K +559 +25%
LGWM
1956
Litman Gregory Wealth Management
California
$60K +$17.4K +815 +41%
WAM
1957
Wolverine Asset Management
Illinois
$59K -$287K -13,676 -83%
VCM
1958
Vigilant Capital Management
Maine
$59K -$35.8K -1,686 -38%
LWM
1959
Lenox Wealth Management
Ohio
$59K -$4.09K -195 -6%
FMP
1960
Financial Management Professionals
Texas
$59K – – –
SC
1961
Solstein Capital
California
$59K +$59K +2,791 New
KIG
1962
Kessler Investment Group
Indiana
$56K -$3.5M -163,634 -98%
CB
1963
CNB Bank
Pennsylvania
$54K -$9.28K -440 -15%
IRAG
1964
Investment Research & Advisory Group
Georgia
$53K -$75.3K -3,523 -59%
SA
1965
SRH Advisors
Kansas
$52K – – –
MWC
1966
MBM Wealth Consultants
Missouri
$51K -$15.8K -750 -24%
RFWA
1967
RPg Family Wealth Advisory
Massachusetts
$50.7K – – –
EWP
1968
Engrave Wealth Partners
Texas
$50K -$12K -570 -19%
SCM
1969
Sirios Capital Management
Massachusetts
$50K +$50K +2,357 New
KC
1970
Knuff & Co
California
$49K -$21.3K -1,000 -30%
BAM
1971
Barrett Asset Management
New York
$49K – – –
FFC
1972
First Financial Corp
Indiana
$48K -$21.1K -1,000 -31%
PO
1973
Private Ocean
California
$47K +$212 +10 +0.5%
RCG
1974
Ruggie Capital Group
Florida
$47K +$381 +18 +0.8%
MWP
1975
Meridian Wealth Partners
Pennsylvania
$47K +$10.4K +491 +28%
77 78
79
80 81