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Bank of America
BAC

Overview Fund Activity

2,080 hedge funds and large institutions have $130B invested in Bank of America in 2020 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 828 increasing their positions, 937 reducing their positions, and 342 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,080
Holders Change
-220
Holders Change %
-9.57%
% of All Funds
45.95%
Holding in Top 10
107
Holding in Top 10 Change
-129
Holding in Top 10 Change %
-54.66%
% of All Funds
2.36%
New
148
Increased
828
Reduced
937
Closed
342
Calls
$2.83B
Puts
$4.23B
Net Calls
-$1.4B
Net Calls Change
+$808M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$720M
2
PIF
Public Investment Fund
Saudi Arabia
+$488M
3
Dodge & Cox
Dodge & Cox
California
+$463M
4
HCM
Himalaya Capital Management
Washington
+$262M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$796M
2
GQG Partners
GQG Partners
Florida
-$509M
3
TP
Theleme Partners
United Kingdom
-$418M
4
Sanders Capital
Sanders Capital
Florida
-$413M
5
IG
ING Group
Netherlands
-$325M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSR
2326
Main Street Research
Connecticut
– -$251K -7,127 Closed
PAM
2327
Peak Asset Management
Colorado
– -$251K -7,115 Closed
GAM
2328
Gould Asset Management
California
– -$251K -7,114 Closed
FP
2329
Fiduciary Planning
Florida
– -$236K -7,095 Closed
SFA
2330
Stewardship Financial Advisors
Georgia
– -$249K -7,067 Closed
TA
2331
TFG Advisers
Michigan
– -$248K -7,066 Closed
TA
2332
TCG Advisors
Texas
– -$247K -7,021 Closed
AA
2333
AF Advisors
California
– -$247K -7,000 Closed
GD
2334
Grandfield & Dodd
New York
– -$246K -6,982 Closed
MAG
2335
Mayfair Advisory Group
Alabama
– -$245K -6,963 Closed
AC
2336
Avestar Capital
New York
– -$244K -6,944 Closed
BI
2337
Ballast Inc
Kentucky
– -$243K -6,926 Closed
WCWM
2338
Willow Creek Wealth Management
California
– -$241K -6,854 Closed
3F
2339
360 Financial
Minnesota
– -$238K -6,853 Closed
RTS
2340
Round Table Services
New Jersey
– -$240K -6,820 Closed
MCM
2341
McRae Capital Management
New Jersey
– -$240K -6,817 Closed
LCC
2342
Lincoln Capital Corp
Rhode Island
– -$240K -6,808 Closed
DC
2343
Derby & Company
Massachusetts
– -$240K -6,806 Closed
SP
2344
Successful Portfolios
Florida
– -$238K -6,771 Closed
FM
2345
Family Management
New York
– -$238K -6,759 Closed
WTFG
2346
Wells Trecaso Financial Group
Ohio
– -$236K -6,706 Closed
SEIA
2347
Signature Estate & Investment Advisors
California
– -$236K -6,698 Closed
AP
2348
Adero Partners
California
– -$235K -6,670 Closed
SHWM
2349
Smith & Howard Wealth Management
Georgia
– -$235K -6,669 Closed
NSAM
2350
North Star Asset Management
Wisconsin
– -$235K -6,665 Closed
92 93
94
95 96