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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 %
FRA
2276
Front Row Advisors
California
$42K – – –
SFPG
2277
Stonebridge Financial Planning Group
Florida
$42K +$30 +1 +0.1%
PA
2278
Perennial Advisors
New York
$42K +$42K +1,400 New
AL
2279
ADE LLC
Maryland
$39K +$39K +1,289 New
KCM
2280
Kathmere Capital Management
Pennsylvania
$38K -$760 -25 -2%
LAS
2281
Lloyd Advisory Services
Georgia
$38K +$364 +12 +1%
CCMW
2282
Cypress Capital Management (Wyoming)
Wyoming
$38K +$38K +1,250 New
BSSFA
2283
Baron Silver Stevens Financial Advisors
Florida
$38K +$38K +1,272 New
CWA
2284
Core Wealth Advisors
Florida
$36K – – –
TIAM2
2285
Tru Independence Asset Management 2
Oregon
$36K +$36K +1,200 New
CFFP
2286
Center for Financial Planning
Michigan
$35K -$14.7K -480 -30%
TF
2287
Tompkins Financial
New York
$34K -$40.3K -1,323 -54%
RBC
2288
Roble Belko & Company
Pennsylvania
$34K -$9.04K -299 -21%
TIM
2289
Tortoise Investment Management
New York
$34K – – –
TAM
2290
Tucker Asset Management
Colorado
$33.5K +$33.5K +1,104 New
BC
2291
Barnett & Company
Tennessee
$33K -$6.01K -204 -15%
SFG
2292
Sage Financial Group
Pennsylvania
$33K – – –
FP
2293
Fiduciary Planning
Florida
$33K +$120 +4 +0.4%
FCMT
2294
Founders Capital Management (Texas)
Texas
$33K +$33K +1,090 New
CYG
2295
Clean Yield Group
Vermont
$32K +$15.2K +500 +91%
JWM
2296
Janiczek Wealth Management
Colorado
$32K +$23.1K +757 +259%
PWA
2297
Phoenix Wealth Advisors
North Carolina
$32K +$32K +1,070 New
CWM
2298
Cranbrook Wealth Management
Michigan
$31K +$13.2K +431 +74%
PCC
2299
Park Circle Company
Maryland
$30K – – –
ST
2300
Sageworth Trust
Pennsylvania
$29K – – –
90 91
92
93 94