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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 %
CAM
2026
Costello Asset Management
Pennsylvania
$64K +$64K +2,700 New
KIG
2027
Kessler Investment Group
Indiana
$62K – – –
CB
2028
CNB Bank
Pennsylvania
$61K – – –
IRAG
2029
Investment Research & Advisory Group
Georgia
$59K – – –
PO
2030
Private Ocean
California
$58K +$5.97K +254 +11%
EWP
2031
Engrave Wealth Partners
Texas
$56K – – –
BAM
2032
Barrett Asset Management
New York
$55K – – –
KC
2033
Knuff & Co
California
$55K – – –
FFC
2034
First Financial Corp
Indiana
$54K – – –
RCG
2035
Ruggie Capital Group
Florida
$53K +$379 +16 +0.7%
MWP
2036
Meridian Wealth Partners
Pennsylvania
$51K -$1.76K -74 -3%
SGAM
2037
Smith Group Asset Management
Texas
$49K -$19.3M -805,793 -100%
NG
2038
NWK Group
California
$47K – – –
SFA
2039
Semmax Financial Advisors
North Carolina
$47K +$285 +12 +0.6%
HFM
2040
Harvest Fund Management
China
$46K – – –
SA
2041
SRH Advisors
Kansas
$44K -$14.2K -600 -24%
FCM
2042
Firestone Capital Management
Florida
$42K – – –
LAS
2043
Lloyd Advisory Services
Georgia
$41K +$6.28K +264 +18%
CQS
2044
Credential Qtrade Securities
$40.1K – – –
NIMC
2045
NWQ Investment Management Company
California
$39.2K -$939 -39,546 -2%
JAM
2046
JCIC Asset Management
Ontario, Canada
$38K -$38.6K -1,635 -50%
TFA
2047
Transamerica Financial Advisors
Florida
$38K +$38K +1,585 New
FPFS
2048
First Personal Financial Services
North Carolina
$36K -$15.4K -640 -30%
RBC
2049
Roble Belko & Company
Pennsylvania
$34K – – –
PA
2050
Perennial Advisors
New York
$33K +$33K +1,400 New
80 81
82
83 84