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Bank of America
BAC

Overview Fund Activity

2,768 hedge funds and large institutions have $254B invested in Bank of America in 2021 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,073 increasing their positions, 961 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,768
Holders Change
+285
Holders Change %
+11.48%
% of All Funds
42.75%
Holding in Top 10
161
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.83%
% of All Funds
2.49%
New
404
Increased
1,073
Reduced
961
Closed
76
Calls
$5.33B
Puts
$9.16B
Net Calls
-$3.83B
Net Calls Change
-$1.23B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$988M
2
Franklin Resources
Franklin Resources
California
+$322M
3
Renaissance Technologies
Renaissance Technologies
New York
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
5
Amundi
Amundi
France
+$153M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$981M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$820M
4
GQG Partners
GQG Partners
Florida
-$780M
5
Capital World Investors
Capital World Investors
California
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
2476
Wealthstream Advisors
New York
$230K +$230K +5,160 New
FRM
2477
Fox Run Management
Connecticut
$230K +$230K +5,164 New
DAL
2478
Delta Accumulation LLC
California
$230K +$230K +5,176 New
W
2479
WealthOne
New York
$229K -$34K -765 -13%
RIM
2480
Rockbridge Investment Management
New York
$229K -$5.2K -117 -2%
MIM
2481
Merrion Investment Management
New Jersey
$229K – – –
RI
2482
Ridgewood Investments
New Jersey
$229K – – –
BWA
2483
Bordeaux Wealth Advisors
California
$229K +$229K +5,138 New
HAS
2484
Holland Advisory Services
Florida
$229K +$229K +5,142 New
WH
2485
Willner & Heller
California
$229K +$229K +5,402 New
CGA
2486
Crescent Grove Advisors
Illinois
$228K – – –
MLFP
2487
MPS Loria Financial Planners
Illinois
$228K +$445 +10 +0.2%
CIAS
2488
CFS Investment Advisory Services
New Jersey
$228K +$5.79K +126 +3%
WAM
2489
Walker Asset Management
Missouri
$228K +$228K +5,126 New
RCA
2490
Resonant Capital Advisors
Wisconsin
$228K +$228K +5,127 New
AA
2491
AF Advisors
California
$227K – – –
THWM
2492
Taylor Hoffman Wealth Management
Virginia
$227K – – –
TPW
2493
Tiller Private Wealth
Pennsylvania
$227K – – –
HAC
2494
Harbor Advisory Corp
New Hampshire
$227K – – –
SWM
2495
Stockman Wealth Management
Montana
$227K +$6.04K +136 +3%
CI
2496
Ceera Investments
Texas
$226K – – –
SDH
2497
Sloy Dahl & Holst
Washington
$225K – – –
FB
2498
First Bancorp
Maine
$225K +$8.01K +180 +4%
JF
2499
JSF Financial
California
$224K -$55K -1,236 -20%
HA
2500
Harfst & Associates
Wyoming
$224K +$2.35K +53 +1%
98 99
100
101 102