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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 %
JMF
2176
Johnson Midwest Financial
Iowa
$161K +$161K +5,312 New
GC
2177
Garde Capital
Washington
$159K +$159K +5,250 New
MIP
2178
Mondrian Investment Partners
United Kingdom
$157K +$117K +3,851 +291%
RPWA
2179
Regent Peak Wealth Advisors
Georgia
$157K +$157K +5,184 New
JGIA
2180
Jackson Grant Investment Advisers
Connecticut
$154K -$2.66K -88 -2%
MLFP
2181
MPS Loria Financial Planners
Illinois
$153K +$17.5K +581 +13%
TFM
2182
TFC Financial Management
Massachusetts
$151K +$91 +3 +0.1%
RAM
2183
Riggs Asset Management
Pennsylvania
$150K -$92.7K -3,062 -38%
MCM
2184
MV Capital Management
Maryland
$149K +$23K +760 +18%
HFS
2185
HBC Financial Services
Washington
$148K -$32.9K -1,000 -18%
HFA
2186
HC Financial Advisors
California
$147K – – –
GSAM
2187
Grant Street Asset Management
Pennsylvania
$145K +$145K +4,776 New
Simplex Trading
2188
Simplex Trading
Illinois
$141K -$6.74M -223,600 -98%
AAP
2189
Arax Advisory Partners
Colorado
$140K +$487 +16 +0.3%
SLF
2190
Sun Life Financial
Ontario, Canada
$136K -$1.42K -47 -1%
PS
2191
Planned Solutions
California
$136K – – –
CFO
2192
CVA Family Office
Colorado
$135K -$48.4K -1,590 -26%
GC
2193
Grace Capital
Massachusetts
$132K -$117K -3,885 -47%
AIM
2194
Acropolis Investment Management
Missouri
$132K -$1.64K -54 -1%
SIS
2195
Sound Income Strategies
Florida
$131K +$30 +1 +0%
KFS
2196
Kelly Financial Services
Massachusetts
$130K +$121 +4 +0.1%
JPLA
2197
Joseph P. Lucia & Associates
New York
$127K +$127K +4,189 New
CHA
2198
Carmichael Hill & Associates
Maryland
$126K -$11.8K -388 -9%
APC
2199
Asset Planning Corporation
Tennessee
$125K +$125K +4,118 New
BWA
2200
Burt Wealth Advisors
Maryland
$122K +$911 +30 +0.8%
86 87
88
89 90