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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 %
EWM
2076
Elmwood Wealth Management
California
$17K -$2.37K -99 -12%
HWM
2077
HighMark Wealth Management
Minnesota
$16K -$2.14K -88 -12%
SSWG
2078
Seven Springs Wealth Group
Tennessee
$16K – – –
PP
2079
PrairieView Partners
Minnesota
$16K +$23 +1 +0.1%
JWM
2080
Janiczek Wealth Management
Colorado
$16K +$3.31K +141 +26%
PCTC
2081
Perkins Coie Trust Company
Washington
$15K -$37.7K -1,567 -72%
CWM
2082
Cranbrook Wealth Management
Michigan
$14K – – –
BAMG
2083
Brand Asset Management Group
Missouri
$14K – – –
CYG
2084
Clean Yield Group
Vermont
$13K – – –
NC
2085
NewSquare Capital
Pennsylvania
$13K +$5.6K +227 +76%
CBT
2086
Central Bank & Trust
Kentucky
$12K -$4.24K -180 -26%
HFS
2087
HBC Financial Services
Washington
$11K -$207K -5,601 -95%
CAM
2088
ClariVest Asset Management
California
$11K – – –
SC
2089
Stralem & Co
New York
$10K – – –
ECM
2090
EII Capital Management
New York
$10K – – –
FWM
2091
Filbrandt Wealth Management
Wisconsin
$10K +$308 +13 +3%
WAS
2092
Winch Advisory Services
Wisconsin
$10K +$3.68K +151 +58%
CAGAS
2093
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
NIM
2094
NuWave Investment Management
New Jersey
$9K +$9K +383 New
CTB
2095
Country Trust Bank
Illinois
$8K – – –
PAI
2096
Pittenger & Anderson Inc
Nebraska
$8K – – –
IFAM
2097
Institutional & Family Asset Management
Colorado
$7K -$8.42K -344 -55%
WLPWM
2098
Walled Lake Planning & Wealth Management
Illinois
$7K – – –
CP
2099
Corbenic Partners
Pennsylvania
$7K – – –
CA
2100
Crewe Advisors
Utah
$7K – – –
82 83
84
85 86