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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 %
MFP
2001
Michael F. Price
$95K – – –
SL
2002
Savior LLC
Massachusetts
$94K -$443K -18,605 -82%
PW
2003
Price Wealth
Texas
$94K -$29.5K -1,241 -24%
JPLA
2004
Joseph P. Lucia & Associates
New York
$89K – – –
SFSIG
2005
San Francisco Sentry Investment Group
California
$86K -$3.21K -135 -4%
ACA
2006
Atlas Capital Advisors
Wyoming
$84.4K -$390K -16,409 -82%
DWA
2007
Dougherty Wealth Advisers
Minnesota
$84K -$24 -1 -0%
CWM
2008
Campbell Wealth Management
Virginia
$84K +$84K +3,518 New
WB
2009
West Bancorporation
Iowa
$82K – – –
TC
2010
Trust Company
Kansas
$81K -$76.8K -3,250 -49%
BWL
2011
Bogart Wealth LLC
Virginia
$80K -$29.3K -1,238 -27%
M
2012
MOTCO
Texas
$78K -$101K -4,251 -56%
RWG
2013
Regal Wealth Group
California
$78K +$24 +1 +0%
HDIM
2014
Hanson & Doremus Investment Management
Vermont
$77K – – –
MWC
2015
MBM Wealth Consultants
Missouri
$73K +$15.5K +650 +27%
TF
2016
Tompkins Financial
New York
$72K +$4.77K +200 +7%
AP
2017
Arlington Partners
Alabama
$71K -$115K -4,862 -62%
FP
2018
Financial Perspectives
Minnesota
$70.9K -$11.4K -479 -14%
LFG
2019
Larson Financial Group
Missouri
$69K -$18.1K -767 -21%
LWM
2020
Lenox Wealth Management
Ohio
$69K +$2.6K +110 +4%
SFG
2021
Sowa Financial Group
Rhode Island
$68K -$9.6K -407 -12%
Loomis, Sayles & Company
2022
Loomis, Sayles & Company
Massachusetts
$67K -$3.59K -152 -5%
LGWM
2023
Litman Gregory Wealth Management
California
$67K – – –
BHWM
2024
Bay Harbor Wealth Management
Maryland
$66K -$2.61K -109 -4%
VCM
2025
Vigilant Capital Management
Maine
$66K – – –
79 80
81
82 83