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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 %
SCM
2126
Stevens Capital Management
Pennsylvania
$215K +$215K +7,109 New
WTFG
2127
Wells Trecaso Financial Group
Ohio
$213K +$213K +7,030 New
PCFFS
2128
Pacific Center for Financial Services
California
$212K +$152 +5 +0.1%
NCM
2129
Northside Capital Management
Oregon
$211K +$211K +6,948 New
MA
2130
MJP Associates
Connecticut
$211K +$211K +6,964 New
AA
2131
AF Advisors
California
$211K +$211K +7,000 New
OWA
2132
Opal Wealth Advisors
New York
$210K +$210K +6,925 New
RFM
2133
Royal Fund Management
Florida
$210K +$210K +6,940 New
BWM
2134
BT Wealth Management
Georgia
$209K +$209K +6,899 New
FWM
2135
FSA Wealth Management
Massachusetts
$209K +$209K +6,909 New
GAM
2136
Gould Asset Management
California
$208K +$208K +6,864 New
SVCP
2137
Silicon Valley Capital Partners
California
$208K +$208K +6,874 New
PFC
2138
Phocas Financial Corp
California
$207K +$207K +6,830 New
SNBOSCI
2139
Security National Bank of Sioux City Iowa
Iowa
$207K +$207K +6,830 New
CIC
2140
Crawford Investment Counsel
Georgia
$207K +$207K +6,845 New
FMP
2141
Financial Management Professionals
Texas
$205K +$3.15K +104 +2%
HFAS
2142
Hummer Financial Advisory Services
Illinois
$205K +$205K +6,758 New
HGWM
2143
Harvest Group Wealth Management
Massachusetts
$204K -$17.5K -576 -8%
IIC
2144
Integrated Investment Consultants
Michigan
$204K +$204K +6,726 New
EAM
2145
Evanson Asset Management
California
$204K +$204K +6,729 New
SCM
2146
SKBA Capital Management
California
$204K +$204K +6,730 New
HBT
2147
Hills Bank & Trust
Iowa
$203K -$1.89K -62 -0.9%
VCM
2148
Versant Capital Management
Arizona
$203K – – –
MFW
2149
Mosaic Family Wealth
Missouri
$203K +$203K +6,689 New
WA
2150
WP Advisors
California
$203K +$203K +6,691 New
84 85
86
87 88