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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 %
VLKIM
2001
Van Lanschot Kempen Investment Management
Netherlands
$26K +$4.97K +230 +24%
FG
2002
FSI Group
Ohio
$25K -$3.55M -166,804 -99%
CWA
2003
Core Wealth Advisors
Florida
$25K – – –
FMTCOCP
2004
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
EWM
2005
Elmwood Wealth Management
California
$24.3K +$24.3K +809 New
SFG
2006
Sage Financial Group
Pennsylvania
$23K +$192 +9 +0.8%
DOA
2007
D'Orazio & Associates
Virginia
$23K +$1.81K +84 +9%
PCMK
2008
Paragon Capital Management (Kansas)
Kansas
$23K +$23K +1,075 New
MIFH
2009
Migdal Insurance & Financial Holdings
Israel
$22K -$15.4M -709,754 -100%
LSA
2010
Lion Street Advisors
Texas
$22K +$22K +1,043 New
LWA
2011
Lowe Wealth Advisors
Maryland
$21K -$4.26K -202 -17%
WCM
2012
Wealthcare Capital Management
Virginia
$21K -$213 -10 -1%
PCC
2013
Park Circle Company
Maryland
$21K – – –
FGAM
2014
Financial Gravity Asset Management
Texas
$20.6K -$13.7K -1,977 -40%
RCWMU
2015
Rothschild & Co Wealth Management (UK)
United Kingdom
$20K – – –
SAM
2016
Security Asset Management
New York
$20K – – –
CFN
2017
Cordasco Financial Network
Florida
$20K +$216 +10 +1%
CA
2018
Centerpoint Advisors
Massachusetts
$20K +$16.6K +780 +488%
CH
2019
Canton Hathaway
Rhode Island
$19K -$40.1K -1,915 -68%
IF
2020
Ironwood Financial
Arizona
$19K +$2.11K +100 +13%
CC
2021
Cognios Capital
Kansas
$18K +$18K +859 New
DI
2022
Disciplined Investments
Oklahoma
$17K +$15.5K +719 +1,042%
TC
2023
Truvestments Capital
Florida
$17K +$17K +815 New
CPA
2024
Cowen Prime Advisors
New York
$16K +$16K +760 New
CBT
2025
Central Bank & Trust
Kentucky
$15K -$329K -15,136 -96%
79 80
81
82 83