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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.

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
1
Morgan Stanley
New York
$3.57B
2
Franklin Resources
2
Franklin Resources
California
$1.35B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$234M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$9.81B
5
Amundi
5
Amundi
France
$1.07B

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.1B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$5.6B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$5.4B
4
GQG Partners
4
GQG Partners
Florida
$0
5
Capital World Investors
5
Capital World Investors
California
$4.73B
Name Market Value Shares Shares
Change 		Shares
Change %
JPLA
2826
Joseph P. Lucia & Associates
New York
– – -4,388 Closed
GC
2827
Grace Capital
Massachusetts
– – -4,365 Closed
EA
2828
Ellsworth Advisors
Ohio
– – -3,904 Closed
BMD
2829
Better Money Decisions
New Mexico
– – -3,722 Closed
VNIM
2830
Vaughan Nelson Investment Management
Texas
– – -3,047 Closed
EWA
2831
Evolution Wealth Advisors
Florida
– – -2,459 Closed
FCM
2832
Firestone Capital Management
Florida
– – -2,340 Closed
RA
2833
Resolute Advisors
California
$0 2 -1,881 -100%
KIG
2834
Kowal Investment Group
Wisconsin
– – -1,829 Closed
SFP
2835
Sterling Financial Planning
New Jersey
– – -1,826 Closed
AL
2836
ADE LLC
Maryland
– – -1,289 Closed
PWA
2837
Phoenix Wealth Advisors
North Carolina
– – -1,070 Closed
CPWM
2838
Cypress Point Wealth Management
Texas
– – -1,000 Closed
IF
2839
Ironwood Financial
Arizona
– – -823 Closed
CAGAS
2840
Capital Advisory Group Advisory Services
Minnesota
– – -397 Closed
WLPWM
2841
Walled Lake Planning & Wealth Management
Illinois
– – -300 Closed
LS
2842
Leelyn Smith
Illinois
– – -100 Closed
CI
2843
Cordant Inc
Oregon
– – -55 Closed
TWP
2844
TFO Wealth Partners
Ohio
– – -3 Closed
UIA
2845
Ulland Investment Advisors
Minnesota
– – – –
CIAS
2846
CBIZ Investment Advisory Services
Ohio
– – – –
SA
2847
SpiderRock Advisors
Delaware
– – – –
TCA
2848
Teewinot Capital Advisers
New York
– – – –
LCM
2849
Laurion Capital Management
New York
– – – –
CCM
2850
CAAS Capital Management
New York
– – – –
111 112 113
114
115