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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 %
Pacer Advisors
1976
Pacer Advisors
Pennsylvania
$46K – – –
PCTC
1977
Perkins Coie Trust Company
Washington
$46K +$1.41K +67 +3%
FPFS
1978
First Personal Financial Services
North Carolina
$45K -$140K -6,666 -76%
MWM
1979
MBE Wealth Management
Wisconsin
$43K +$43K +2,035 New
NG
1980
NWK Group
California
$42K -$63.8K -3,000 -60%
HFM
1981
Harvest Fund Management
China
$42K -$16K -756 -28%
SFA
1982
Semmax Financial Advisors
North Carolina
$42K +$34.9K +1,632 +490%
WQ
1983
Wealth Quarterback
New Jersey
$40.1K -$6.18K -291 -13%
FCM
1984
Firestone Capital Management
Florida
$38K +$10.7K +501 +39%
LPWM
1985
Lake Point Wealth Management
Texas
$37K -$1.78K -83 -5%
CQS
1986
Credential Qtrade Securities
$35.8K -$122K -5,754 -77%
SFPG
1987
Stonebridge Financial Planning Group
Florida
$35K +$23.6K +1,009 +208%
WFMPM
1988
Woodley Farra Manion Portfolio Management
Indiana
$34K +$8.41K +400 +33%
SL
1989
Salomon & Ludwin
Virginia
$32K – – –
JWA
1990
JFS Wealth Advisors
Pennsylvania
$31K -$193K -9,182 -86%
SWM
1991
Selective Wealth Management
Virginia
$31K – – –
TIM
1992
Tortoise Investment Management
New York
$31K – – –
LAS
1993
Lloyd Advisory Services
Georgia
$31K +$3.91K +184 +14%
RBC
1994
Roble Belko & Company
Pennsylvania
$30K – – –
FRA
1995
Front Row Advisors
California
$30K +$5.93K +248 +25%
JSC
1996
Jackson Square Capital
California
$29K -$377K -17,987 -93%
CFFP
1997
Center for Financial Planning
Michigan
$29K +$16K +750 +123%
DCM
1998
Davis Capital Management
Florida
$29K +$29K +1,373 New
MIP
1999
Mondrian Investment Partners
United Kingdom
$28K – – –
CCM
2000
Cox Capital Management
Massachusetts
$27K +$27K +767 New
78 79
80
81 82