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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 %
BWM
2201
Birchcreek Wealth Management
Ohio
$122K +$122K +4,032 New
MFP
2202
Michael F. Price
$121K – – –
OAMG
2203
Odey Asset Management Group
United Kingdom
$121K – – –
TC
2204
Trust Company
Kansas
$121K +$17.1K +566 +17%
UMC
2205
United Maritime Capital
New York
$121K +$121K +4,000 New
M
2206
MOTCO
Texas
$120K +$4.05K +134 +3%
SCM
2207
Sirios Capital Management
Massachusetts
$119K -$1.83M -60,121 -94%
LGA
2208
Lebenthal Global Advisors
New York
$119K +$119K +3,949 New
VBCG
2209
Valley Brook Capital Group
Pennsylvania
$117K +$117K +3,890 New
CAM
2210
Costello Asset Management
Pennsylvania
$112K +$29.4K +966 +36%
RTC
2211
Riverview Trust Company
Washington
$110K – – –
SFSIG
2212
San Francisco Sentry Investment Group
California
$110K – – –
FWM
2213
ForthRight Wealth Management
Georgia
$110K +$110K +3,614 New
DWA
2214
Dougherty Wealth Advisers
Minnesota
$108K – – –
BWL
2215
Bogart Wealth LLC
Virginia
$108K +$3.02K +100 +3%
ACA
2216
Atlas Capital Advisors
Wyoming
$108K +$108K +3,553 New
NG
2217
NWK Group
California
$105K +$45K +1,478 +75%
LWA
2218
Lenox Wealth Advisors
New York
$103K +$93.8K +3,093 +1,024%
EWA
2219
Evolution Wealth Advisors
Florida
$102K -$22.4K -738 -18%
FP
2220
Financial Perspectives
Minnesota
$101K +$11K +362 +12%
RWG
2221
Regal Wealth Group
California
$100K +$1.21K +40 +1%
BHWM
2222
Bay Harbor Wealth Management
Maryland
$97K +$3.17K +104 +3%
CH
2223
Canton Hathaway
Rhode Island
$94K +$66.5K +2,201 +242%
AWG
2224
Altus Wealth Group
Colorado
$93K +$93K +3,054 New
CWP
2225
Concord Wealth Partners
Virginia
$93K +$93K +3,073 New
87 88
89
90 91