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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 %
BBHBI
2301
B, B, H, & B Inc
Alabama
$29K +$29K +962 New
D
2302
Diversified
Delaware
$29K +$29K +1,208 New
DOA
2303
D'Orazio & Associates
Virginia
$28K -$6.07K -201 -18%
CFN
2304
Cordasco Financial Network
Florida
$28K – – –
CA
2305
Crewe Advisors
Utah
$27K -$15.7K -512 -37%
LWA
2306
Lowe Wealth Advisors
Maryland
$26K – – –
TC
2307
Truvestments Capital
Florida
$25K +$25K +829 New
IF
2308
Ironwood Financial
Arizona
$24K – – –
WAS
2309
Winch Advisory Services
Wisconsin
$24K +$15.9K +520 +198%
MS
2310
Mizuho Securities
Japan
$24K +$24K +777 New
MAM
2311
McCarthy Asset Management
California
$24K +$24K +792 New
SWP
2312
ShoreHaven Wealth Partners
New Jersey
$24K +$24K +802 New
GWM
2313
Greenhouse Wealth Management
Connecticut
$24K +$24K +803 New
CPA
2314
Cowen Prime Advisors
New York
$23K – – –
MFT
2315
Moisand Fitzgerald Tamayo
Florida
$22K +$31 +1 +0.1%
AIA
2316
Arcadia Investment Advisors
Idaho
$21.2K – – –
SSWG
2317
Seven Springs Wealth Group
Tennessee
$20K – – –
PCTC
2318
Perkins Coie Trust Company
Washington
$19K – – –
HS
2319
Horan Securities
United States
$19K +$13.1K +442 +221%
SPWG
2320
Sage Private Wealth Group
Illinois
$19K +$19K +627 New
BAMG
2321
Brand Asset Management Group
Missouri
$18K – – –
HWM
2322
HighMark Wealth Management
Minnesota
$18K – – –
CBT
2323
Central Bank & Trust
Kentucky
$18K +$18K +580 New
FPW
2324
Flagship Private Wealth
Massachusetts
$17.5K +$17.5K +587 New
PP
2325
PrairieView Partners
Minnesota
$16K -$4.35K -148 -21%
91 92
93
94 95