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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 %
DWP
2251
Destiny Wealth Partners
Florida
$69K +$69K +2,267 New
DAC
2252
Dividend Assets Capital
South Carolina
$68K +$68K +2,257 New
TVWM
2253
Tower View Wealth Management
Wisconsin
$67K +$67K +2,200 New
AA
2254
Addison Advisors
Vermont
$67K +$67K +2,201 New
BDWM
2255
Brewin Dolphin Wealth Management
Ireland
$66.3K -$86.4K -2,850 -57%
SFP
2256
Sterling Financial Planning
New Jersey
$64K +$64K +2,116 New
VCG
2257
Vantage Consulting Group
Virginia
$63K +$63K +2,067 New
SGAM
2258
Smith Group Asset Management
Texas
$62K -$2.11K -69 -3%
GI
2259
GS Investments
Minnesota
$62K +$62K +2,045 New
BFG
2260
Baron Financial Group
New Jersey
$61K -$1.49K -49 -2%
HIM
2261
Hillsdale Investment Management
Ontario, Canada
$61K -$61K -2,000 -50%
SFA
2262
Semmax Financial Advisors
North Carolina
$61K +$305 +10 +0.5%
SA
2263
SRH Advisors
Kansas
$57K – – –
CFD
2264
Creative Financial Designs
Indiana
$56K -$2.95K -98 -5%
CQS
2265
Credential Qtrade Securities
$51.1K – – –
FFC
2266
First Financial Corp
Indiana
$50K – – –
MIM
2267
Merrion Investment Management
New Jersey
$50K +$50K +1,650 New
MIM
2268
Meridiem Investment Management
United Kingdom
$48K +$48K +1,584 New
PO
2269
Private Ocean
California
$47K -$20.6K -673 -30%
FPFS
2270
First Personal Financial Services
North Carolina
$45K – – –
HDIM
2271
Hanson & Doremus Investment Management
Vermont
$44K -$33K -1,082 -43%
T
2272
TOBAM
France
$44K +$44K +1,438 New
FMTCOCP
2273
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$43K +$7.37K +243 +21%
OPW
2274
Oxler Private Wealth
New York
$43K +$43K +1,528 New
VLKIM
2275
Van Lanschot Kempen Investment Management
Netherlands
$42K – – –
89 90
91
92 93