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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 %
FBT
1976
First Bank & Trust
South Dakota
$132K -$23.3K -980 -15%
PMFA
1977
Plante Moran Financial Advisors
Michigan
$132K -$8.43K -354 -6%
SIM
1978
Sonora Investment Management
Arizona
$130K +$12.2K +514 +10%
RIM
1979
Rockbridge Investment Management
New York
$129K +$129K +5,434 New
PFO
1980
Pathstone Family Office
New Jersey
$123K -$42.7K -1,804 -26%
FNBOSM
1981
First National Bank of South Miami
Florida
$117K -$331 -14 -0.3%
HFA
1982
HC Financial Advisors
California
$115K -$4.73K -200 -4%
KFS
1983
Kelly Financial Services
Massachusetts
$114K +$119 +5 +0.1%
FMP
1984
Financial Management Professionals
Texas
$112K +$45.4K +1,910 +68%
WOC
1985
West Oak Capital
California
$111K +$9.84K +415 +10%
RG
1986
Retirement Group
California
$111K +$111K +4,677 New
CI
1987
CX Institutional
Indiana
$110K +$26.1K +1,098 +31%
MCM
1988
MV Capital Management
Maryland
$108K +$780 +33 +0.7%
AAP
1989
Arax Advisory Partners
Colorado
$107K +$5.3K +223 +5%
MLFP
1990
MPS Loria Financial Planners
Illinois
$107K +$107K +4,491 New
JSC
1991
Jackson Square Capital
California
$106K +$73.1K +3,071 +222%
SIS
1992
Sound Income Strategies
Florida
$101K -$19K -800 -16%
CHA
1993
Carmichael Hill & Associates
Maryland
$101K -$5.58K -235 -5%
APWM
1994
Atlas Private Wealth Management
New York
$100K -$116K -4,897 -54%
EWA
1995
Evolution Wealth Advisors
Florida
$99K +$23.2K +977 +31%
MA
1996
Modus Advisors
Minnesota
$98K +$98K +4,127 New
APC
1997
Aspire Private Capital
North Carolina
$97K +$10.9K +454 +13%
SIAS
1998
Shine Investment Advisory Services
Colorado
$96K – – –
BWA
1999
Burt Wealth Advisors
Maryland
$95K -$6.29K -264 -6%
MFP
2000
Michael F. Price
$95K – – –
78 79
80
81 82