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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
$3.57B
2
Franklin Resources
Franklin Resources
California
$1.35B
3
Renaissance Technologies
Renaissance Technologies
New York
$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$9.81B
5
Amundi
Amundi
France
$1.07B

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$26.1B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.6B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$5.4B
4
GQG Partners
GQG Partners
Florida
$0
5
Capital World Investors
Capital World Investors
California
$4.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
2551
Insight Wealth Strategies
California
$202K +$202K +4,547 New
JFGLC
2552
Johnson Financial Group LLC (Colorado)
Colorado
$201K -$122K -2,741 -38%
VV
2553
Verity & Verity
South Carolina
$201K -$2.85K -64 -1%
LFG
2554
Larson Financial Group
Missouri
$201K +$172K +3,876 +595%
VAM
2555
Verity Asset Management
North Carolina
$201K +$201K +4,517 New
HFS
2556
HBC Financial Services
Washington
$200K – – –
AAP
2557
Arax Advisory Partners
Colorado
$200K +$2K +45 +1%
AWM
2558
Aevitas Wealth Management
Massachusetts
$200K +$200K +4,494 New
AL
2559
ACAS LLC
California
$200K +$200K +4,500 New
RA
2560
Rise Advisors
New York
$193K +$193K +4,328 New
CWM
2561
Cranbrook Wealth Management
Michigan
$189K -$3.69K -83 -2%
EPM
2562
Equitec Proprietary Markets
Illinois
$189K +$189K +4,237 New
AIM
2563
Acropolis Investment Management
Missouri
$188K +$47.1K +1,060 +33%
CHA
2564
Carmichael Hill & Associates
Maryland
$186K +$2.72K +61 +1%
BWL
2565
Bogart Wealth LLC
Virginia
$186K +$4.9K +110 +3%
BBPWM
2566
Blue Bell Private Wealth Management
Pennsylvania
$181K +$181K +4,079 New
MW
2567
Milestone Wealth
New York
$180K +$180K +4,054 New
BCA
2568
Bray Capital Advisors
Florida
$178K +$178K +4,000 New
KFS
2569
Kelly Financial Services
Massachusetts
$178K +$22.4K +504 +14%
FP
2570
Financial Perspectives
Minnesota
$176K +$133 +3 +0.1%
LCM
2571
Logan Capital Management
Pennsylvania
$174K – – –
CAM
2572
Costello Asset Management
Pennsylvania
$170K +$4.45K +100 +3%
TWM
2573
Tradition Wealth Management
Minnesota
$169K -$79.5K -1,787 -32%
ODG
2574
O'Dell Group
Ohio
$166K +$6.62K +149 +4%
NIC
2575
Northwest Investment Counselors
Oregon
$166K +$166K +3,725 New
101 102
103
104 105