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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 %
MFT
2026
Moisand Fitzgerald Tamayo
Florida
$15K +$21 +1 +0.1%
HWM
2027
HighMark Wealth Management
Minnesota
$15K +$1.15K +57 +8%
PP
2028
PrairieView Partners
Minnesota
$15K +$15K +689 New
BCM
2029
Brooktree Capital Management
Michigan
$14K – – –
SSWG
2030
Seven Springs Wealth Group
Tennessee
$14K – – –
CWM
2031
Cedar Wealth Management
California
$13K – – –
IFAM
2032
Institutional & Family Asset Management
Colorado
$13K +$537 +26 +4%
BAMG
2033
Brand Asset Management Group
Missouri
$12K -$46.6K -2,251 -80%
FEG
2034
Financial Enhancement Group
Indiana
$12K -$27.6K -1,286 -70%
CWM
2035
Cranbrook Wealth Management
Michigan
$12K – – –
CYG
2036
Clean Yield Group
Vermont
$12K +$5.46K +250 +83%
AIM
2037
Artemis Investment Management
United Kingdom
$11.4K -$68.2K -3,214,167 -86%
LWA
2038
Lenox Wealth Advisors
New York
$11K -$632 -30 -5%
JWM
2039
Janiczek Wealth Management
Colorado
$11K – – –
AA
2040
AlphaMark Advisors
Kentucky
$11K +$61 +3 +0.6%
FWM
2041
Filbrandt Wealth Management
Wisconsin
$9K -$21.1K -957 -70%
AWM
2042
Atticus Wealth Management
Florida
$9K -$261 -12 -3%
CAM
2043
ClariVest Asset Management
California
$9K – – –
SC
2044
Stralem & Co
New York
$9K +$9K +436 New
ECM
2045
EII Capital Management
New York
$8K – – –
CAGAS
2046
Capital Advisory Group Advisory Services
Minnesota
$8K +$8K +397 New
FCH
2047
Freestone Capital Holdings
Washington
$7.3K +$2.74K +129,185 +60%
CTB
2048
Country Trust Bank
Illinois
$7K – – –
PAI
2049
Pittenger & Anderson Inc
Nebraska
$7K – – –
NC
2050
NewSquare Capital
Pennsylvania
$6K -$27K -1,350 -82%
80 81
82
83 84