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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 %
KOMWMG
2051
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$250K -$2.42K -80 -1%
GD
2052
Grandfield & Dodd
New York
$250K +$250K +8,086 New
PK
2053
Pflug Koory
Nebraska
$249K +$3.04K +100 +1%
SDAM
2054
Shulman DeMeo Asset Management
New York
$249K +$249K +8,221 New
NWS
2055
Newport Wealth Strategies
California
$248K – – –
SIAG
2056
Signet Investment Advisory Group
Rhode Island
$247K +$247K +8,150 New
NSB
2057
Norway Savings Bank
Maine
$245K +$8.21K +271 +3%
RG
2058
Retirement Group
California
$244K +$87.8K +2,900 +56%
KA
2059
Klingman & Associates
New York
$244K +$244K +8,038 New
TC
2060
Tacita Capital
Ontario, Canada
$243K +$243K +8,001 New
IC
2061
Inverness Counsel
New York
$242K +$242K +7,976 New
IIC
2062
Ironwood Investment Counsel
Arizona
$241K -$136K -4,503 -36%
LJHT
2063
Laurie J. Hall Trustee
$241K -$82.5K -2,725 -26%
GWM
2064
Gray Wealth Management
Maine
$241K -$20.1K -667 -8%
BFIM
2065
Beese Fulmer Investment Management
Ohio
$241K +$241K +7,967 New
CAM
2066
Cozad Asset Management
Illinois
$240K +$240K +7,915 New
CCM
2067
Chickasaw Capital Management
Tennessee
$240K +$240K +7,922 New
TCB
2068
Texas Capital Bancshares
Texas
$240K +$240K +7,925 New
LF
2069
LifeSteps Financial
California
$239K -$18K -594 -7%
QCM
2070
Quest Capital Management
Texas
$239K +$239K +7,876 New
KJHP
2071
K.J. Harrison & Partners
Ontario, Canada
$239K +$239K +7,890 New
CG
2072
Corundum Group
Colorado
$239K +$239K +7,896 New
BSA
2073
Bull Street Advisors
Georgia
$237K +$237K +7,807 New
B
2074
Bridgeworth
Alabama
$236K +$236K +7,777 New
MFGP
2075
Marshall Financial Group (Pennsylvania)
Pennsylvania
$235K +$235K +7,744 New
81 82
83
84 85