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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 %
MFGM
2151
Marshall Financial Group (Maryland)
Maryland
$203K +$203K +6,693 New
CWM
2152
Chesapeake Wealth Management
Virginia
$203K +$203K +6,702 New
PCMC
2153
Paragon Capital Management (Colorado)
Colorado
$202K +$202K +6,662 New
APW
2154
Austin Private Wealth
Texas
$202K +$202K +6,673 New
PFA
2155
Pinnacle Family Advisors
Missouri
$202K +$202K +6,677 New
Financial Engines Advisors
2156
Financial Engines Advisors
California
$202K +$202K +6,679 New
FFWM
2157
Future Financial Wealth Management
Ohio
$201K +$201K +6,631 New
VCM
2158
Vigilant Capital Management
Maine
$200K +$24.9K +821 +14%
UC
2159
Unio Capital
New Jersey
$200K +$200K +6,600 New
PMAM
2160
Penn Mutual Asset Management
Pennsylvania
$199K +$199K +6,560 New
EA
2161
Elm Advisors
California
$193K +$193K +6,375 New
TFGT
2162
TS Financial Group (TSFG)
Illinois
$192K +$3.07K +101 +2%
SNT
2163
Security National Trust
West Virginia
$189K -$4.56K -150 -2%
EIP
2164
Ellis Investment Partners
Pennsylvania
$188K -$11.2K -371 -6%
MHR
2165
Matthew Hamilton Rosenberg
$186K +$15.9K +525 +9%
PIA
2166
Powell Investment Advisors
Florida
$185K – – –
PMFA
2167
Plante Moran Financial Advisors
Michigan
$183K +$52.4K +1,728 +40%
TWM
2168
Tradition Wealth Management
Minnesota
$183K +$183K +6,043 New
HFS
2169
Horizon Financial Services
North Carolina
$182K – – –
JAM
2170
JCIC Asset Management
Ontario, Canada
$182K +$77.7K +2,560 +74%
HI
2171
Human Investing
Oregon
$176K -$5.09K -168 -3%
FNBOSM
2172
First National Bank of South Miami
Florida
$173K +$7.13K +235 +4%
FBT
2173
First Bank & Trust
South Dakota
$170K -$12.5K -411 -7%
RIM
2174
Rockbridge Investment Management
New York
$164K +$425 +14 +0.3%
OSNBOA
2175
Old Second National Bank of Aurora
Illinois
$163K -$1.69M -55,625 -91%
85 86
87
88 89