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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 %
CP
2051
Corbenic Partners
Pennsylvania
$6K -$16K -800 -73%
WLPWM
2052
Walled Lake Planning & Wealth Management
Illinois
$6K – – –
CA
2053
Crewe Advisors
Utah
$6K – – –
WAS
2054
Winch Advisory Services
Wisconsin
$6K +$1.18K +51 +25%
TI
2055
tru Independence
Oregon
$5.32K -$323 -15,225 -6%
GC
2056
Globeflex Capital
California
$5K – – –
OFG
2057
OmniStar Financial Group
North Carolina
$5K +$5K +243 New
HB
2058
Horizon Bancorp
Indiana
$4K -$126K -6,300 -97%
LS
2059
Leelyn Smith
Illinois
$4K -$83.1K -3,530 -95%
SC
2060
Steph & Co
Wisconsin
$4K – – –
FCAS
2061
First Command Advisory Services
Texas
$4K – – –
SMG
2062
Spectrum Management Group
Indiana
$4K +$4K +180 New
HS
2063
Horan Securities
United States
$4K +$4K +200 New
MLL
2064
Moody Lynn & Lieberson
Massachusetts
$3.96K -$6.07K -285,665 -61%
CMA
2065
Cedar Mountain Advisors
Oregon
$3K – – –
LFG
2066
LifePlan Financial Group
Ohio
$3K – – –
IWP
2067
IAG Wealth Partners
Wisconsin
$3K – – –
OAJ
2068
Ogorek Anthony Joseph
New York
$3K +$2.09K +114 +228%
AW
2069
Avion Wealth
Texas
$3K +$3K +124 New
LD
2070
Lipe & Dalton
New York
$2K – – –
BBP
2071
Banco BTG Pactual
Brazil
$2K +$2K +73 New
MIM
2072
Macroview Investment Management
Maryland
$2K +$2K +100 New
BCMIO
2073
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +105 New
OAM
2074
Optimal Asset Management
California
$1.77K +$397 +18,709 +29%
NL
2075
NWAM LLC
Washington
$1.14K +$16 +744 +1%
81 82
83
84 85