BAC icon

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 %
PCFFS
1951
Pacific Center for Financial Services
California
$180K +$21.4K +900 +13%
SNT
1952
Security National Trust
West Virginia
$173K – – –
HGWM
1953
Harvest Group Wealth Management
Massachusetts
$172K +$687 +29 +0.4%
FWM
1954
FSA Wealth Management
Massachusetts
$166K -$9.73K -411 -6%
FA
1955
Fortis Advisors
Pennsylvania
$164K -$396K -16,667 -71%
GC
1956
Grace Capital
Massachusetts
$164K +$164K +6,905 New
VIM
1957
Veritas Investment Management
United Kingdom
$161K +$161K +6,800 New
PIMG
1958
Patriot Investment Management Group
Tennessee
$160K -$65K -2,736 -29%
VCM
1959
Versant Capital Management
Arizona
$159K – – –
RWB
1960
RMR Wealth Builders
New Jersey
$157K +$157K +6,593 New
TFGT
1961
TS Financial Group (TSFG)
Illinois
$154K +$2.75K +116 +2%
EIP
1962
Ellis Investment Partners
Pennsylvania
$152K +$509 +22 +0.3%
CG
1963
Carmignac Gestion
France
$150K +$150K +6,400 New
JGIA
1964
Jackson Grant Investment Advisers
Connecticut
$146K +$8.44K +355 +6%
CFO
1965
CVA Family Office
Colorado
$146K +$8.67K +364 +6%
PIA
1966
Powell Investment Advisors
Florida
$145K – – –
WCG
1967
Weaver Consulting Group
California
$145K +$5.06K +213 +4%
MME
1968
Meag Munich Ergo
Germany
$143K -$52.4K -2,200 -27%
AWM
1969
Apollon Wealth Management
South Carolina
$141K +$141K +5,947 New
ICM
1970
Islay Capital Management
Texas
$137K -$7.12K -300 -5%
HI
1971
Human Investing
Oregon
$137K – – –
HBT
1972
Hills Bank & Trust
Iowa
$137K +$137K +5,763 New
CA
1973
Centerpoint Advisors
Massachusetts
$135K +$113K +4,730 +503%
BDWM
1974
Brewin Dolphin Wealth Management
Ireland
$133K +$25.3K +1,064 +23%
MHR
1975
Matthew Hamilton Rosenberg
$133K +$62K +2,619 +87%
77 78
79
80 81