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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 %
SEIA
2026
Signature Estate & Investment Advisors
California
$268K +$9.44K +312 +4%
MCP
2027
Mirador Capital Partners
California
$267K -$20.1K -662 -7%
SFO
2028
Stokes Family Office
Louisiana
$267K +$267K +8,817 New
HWM
2029
Hemington Wealth Management
Virginia
$266K +$266K +8,768 New
CA
2030
Capital Advantage
California
$266K +$266K +8,775 New
CAM
2031
Claret Asset Management
Quebec, Canada
$265K -$12.7K -420 -5%
MWPCG
2032
Measured Wealth Private Client Group
New Hampshire
$265K +$9.19K +303 +4%
CCM
2033
Carlson Capital Management
Minnesota
$265K +$265K +8,148 New
AP
2034
Americana Partners
Texas
$264K -$41.7K -1,375 -14%
WP
2035
WMS Partners
Maryland
$263K -$21.7K -718 -8%
FAM
2036
Flaharty Asset Management
Florida
$263K +$263K +8,665 New
BCM
2037
Boltwood Capital Management
California
$262K -$9.1K -300 -3%
WKWM
2038
Walter & Keenan Wealth Management
Indiana
$262K – – –
HI
2039
Hendershot Investments
Virginia
$262K – – –
GFP
2040
Gryphon Financial Partners
Ohio
$261K -$20K -662 -7%
TLP
2041
Trinity Legacy Partners
Texas
$261K +$261K +8,618 New
APWA
2042
Atlas Private Wealth Advisors
New Jersey
$260K -$11.9K -393 -4%
NPF
2043
Norris Perne & French
Michigan
$259K -$115K -3,800 -31%
GC
2044
Gilbert & Cook
Iowa
$259K +$259K +8,514 New
JWA
2045
JFS Wealth Advisors
Pennsylvania
$258K – – –
HVP
2046
Hudson Value Partners
Florida
$257K +$257K +8,558 New
PMG
2047
Private Management Group
California
$254K +$254K +8,386 New
BEAM
2048
Baker Ellis Asset Management
Washington
$252K -$21.3K -700 -8%
SFG
2049
Summit Financial Group
West Virginia
$252K +$252K +8,294 New
MG
2050
Mather Group
Illinois
$251K +$251K +8,265 New
80 81
82
83 84