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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 %
HAFS
1976
Hapanowicz & Associates Financial Services
Pennsylvania
$299K – – –
CHA
1977
Cooper/Haims Advisors
New York
$299K +$30.3K +1,000 +11%
FUBT
1978
First United Bank & Trust
Maryland
$298K +$41.9K +1,384 +16%
VST
1979
Van Strum & Towne
California
$298K +$298K +9,824 New
CFSG
1980
Community Financial Services Group
Vermont
$298K +$298K +9,847 New
CWA
1981
Carolina Wealth Advisors
South Carolina
$296K -$4.57K -151 -2%
Tudor Investment Corp
1982
Tudor Investment Corp
Connecticut
$296K +$296K +9,755 New
NCM
1983
Nelson Capital Management
California
$296K +$296K +9,768 New
SMC
1984
Smith, Moore & Co
Missouri
$295K +$3.12K +103 +1%
SIA
1985
SkyView Investment Advisors
New Jersey
$294K +$294K +9,690 New
BIM
1986
Bridges Investment Management
Nebraska
$294K +$294K +9,710 New
TF
1987
TimeScale Financial
Massachusetts
$293K -$53.4K -1,763 -15%
RWI
1988
Red Wave Investments
Pennsylvania
$293K +$293K +9,682 New
CBFP
1989
Cedar Brook Financial Partners
Ohio
$292K -$30.2K -995 -9%
NEPPG
1990
New England Professional Planning Group
Rhode Island
$292K – – –
BAM
1991
Bellevue Asset Management
Washington
$291K -$14K -450 -5%
BC
1992
Brio Consultants
California
$288K +$121 +4 +0%
JLBC
1993
J.L. Bainbridge & Co
Florida
$287K -$7.07K -233 -2%
CIM
1994
Confluence Investment Management
Missouri
$286K -$15.7K -517 -5%
KA
1995
Kozak & Associates
Colorado
$285K +$285K +8,820 New
WWM
1996
Wolff Wiese Magana
California
$285K +$285K +9,401 New
DIM
1997
Delta Investment Management
California
$284K -$18.4K -608 -6%
JAG
1998
Journey Advisory Group
Kentucky
$284K +$284K +9,364 New
PCM
1999
Penserra Capital Management
California
$283K +$45.5K +1,508 +19%
CWM
2000
CCG Wealth Management
California
$283K +$283K +9,325 New
78 79
80
81 82