BAC icon

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 %
VFP
2001
Verus Financial Partners
Virginia
$282K -$790K -26,030 -74%
UBV
2002
United Bank (Virginia)
Virginia
$282K – – –
HAIM
2003
Hunter Associates Investment Management
Pennsylvania
$282K – – –
VNA
2004
Valley National Advisers
Pennsylvania
$281K -$12K -395 -4%
CCMD
2005
Cypress Capital Management (Delaware)
Delaware
$281K +$281K +9,266 New
BIM
2006
Bridgecreek Investment Management
Oklahoma
$280K – – –
AWMG
2007
Alliance Wealth Management Group
New Jersey
$279K +$3.79K +125 +1%
PHAM
2008
Palisades Hudson Asset Management
Florida
$278K – – –
CBT
2009
CoreFirst Bank & Trust
Kansas
$278K +$278K +9,175 New
RZH
2010
Relyea Zuckerberg Hanson
Connecticut
$276K +$13.9K +457 +5%
GCP
2011
GSA Capital Partners
United Kingdom
$275K -$66.6K -2,197 -19%
GSBTD
2012
Glenview State Bank Trust Department
Illinois
$275K – – –
JSL
2013
JT Stratford LLC
Georgia
$274K -$993K -32,819 -78%
HR
2014
Hardy Reed
Mississippi
$274K – – –
MWP
2015
Madison Wealth Partners
Wisconsin
$274K +$274K +9,047 New
RB
2016
Renasant Bank
Mississippi
$273K +$273K +9,012 New
CCA
2017
Column Capital Advisors
Indiana
$272K -$114K -3,753 -29%
FPCP
2018
Fort Point Capital Partners
California
$272K +$9K +297 +3%
ML
2019
McAdam LLC
Pennsylvania
$271K -$41.4K -1,254 -13%
SFG
2020
SageGuard Financial Group
Tennessee
$271K +$271K +8,972 New
WDL
2021
Well Done LLC
Michigan
$270K – – –
BAM
2022
Brave Asset Management
New Jersey
$269K – – –
ACM
2023
Allred Capital Management
Texas
$269K +$91 +3 +0%
SAM
2024
Security Asset Management
New York
$269K +$241K +7,929 +853%
ACM
2025
Aljian Capital Management
Nevada
$268K -$15.2K -500 -5%
79 80
81
82 83