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Bank of America

2,489 hedge funds and large institutions have $292B invested in Bank of America in 2021 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,031 increasing their positions, 1,012 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

23% more capital invested

Capital invested by funds: $237B → $292B (+$55.1B)

2% more repeat investments, than reductions

Existing positions increased: 1,031 | Existing positions reduced: 1,012

1% more funds holding

Funds holding: 2,4752,489 (+14)

0.32% less ownership

Funds ownership: 71.06%70.74% (-0.32%)

10% less funds holding in top 10

Funds holding in top 10: 177160 (-17)

38% less call options, than puts

Call options by funds: $4.02B | Put options by funds: $6.53B

Holders
2,489
Holders Change
+14
Holders Change %
+0.57%
% of All Funds
43.32%
Holding in Top 10
160
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.6%
% of All Funds
2.78%
New
158
Increased
1,031
Reduced
1,012
Closed
117
Calls
$4.02B
Puts
$6.53B
Net Calls
-$2.5B
Net Calls Change
-$920M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$20.9M +$549K +13,400 +3%
CCA
402
Cobblestone Capital Advisors
New York
$20.9M -$3.67M -89,641 -15%
H
403
Hexavest
Quebec, Canada
$20.8M -$3.75M -91,597 -15%
RC
404
RegentAtlantic Capital
New Jersey
$20.7M +$500K +12,204 +2%
ONB
405
Old National Bancorp
Indiana
$20.6M -$1.24M -30,131 -6%
Wealthfront Advisers
406
Wealthfront Advisers
California
$20.4M +$1.11M +27,110 +6%
JMFC
407
J.M. Forbes & Co
Massachusetts
$20.3M +$41K +1,000 +0.2%
KAS
408
Kemnay Advisory Services
New York
$20.3M
CIA
409
Capital Investment Advisors
Georgia
$20M -$83.5K -2,038 -0.4%
FBA
410
Front Barnett Associates
Illinois
$19.9M -$49.4K -1,204 -0.2%
Pacer Advisors
411
Pacer Advisors
Pennsylvania
$19.8M +$1.6M +38,964 +9%
HR
412
Howe & Rusling
New York
$19.7M +$3.9M +95,124 +25%
Aristotle Capital Management
413
Aristotle Capital Management
California
$19.6M -$3.32M -80,916 -12%
LSERS
414
Louisiana State Employees Retirement System
Louisiana
$19.4M -$24.6K -600 -0.1%
CA
415
Cetera Advisors
Colorado
$19.3M -$296K -7,223 -2%
NLGIA
416
Nippon Life Global Investors Americas
New York
$19.3M +$1.79M +43,750 +10%
KAS
417
Kestra Advisory Services
Texas
$19.2M -$12.1K -296 -0.1%
MCM
418
McKinley Capital Management
Alaska
$18.9M -$1.6M -39,130 -8%
SPIA
419
Steward Partners Investment Advisory
New York
$18.8M -$1.19M -29,049 -6%
CA
420
Commerzbank Aktiengesellschaft
Germany
$18.8M +$2.09M +50,888 +13%
MA
421
Montag & Associates
Georgia
$18.7M -$329K -8,036 -2%
TCM
422
Twin Capital Management
Pennsylvania
$18.7M +$256K +6,250 +1%
Capital Research Global Investors
423
Capital Research Global Investors
California
$18.6M +$18.4M +450,000 New
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$18.5M -$129K -3,144 -0.7%
KRS
425
Kentucky Retirement Systems
Kentucky
$18.1M -$695K -16,955 -4%

BAC Hedge Fund Activity: Q2 2021 in Review

2,489 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2021, worth a combined $292B — up 23% from $237B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new BAC positions and 117 closed out — a net gain of 41 holders — while 1,031 added to existing stakes and 1,012 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.57B. The largest seller was Viking Global Investors, cutting an estimated $989M.

  • 2,489 institutional investors held Bank of America (BAC) as of Q2 2021, up from 2,475 in Q1 2021.
  • Funds reported $292B of Bank of America stock for Q2 2021, up 23% quarter-over-quarter.
  • 158 funds opened new Bank of America positions in Q2 2021 and 117 closed out, a net change of +41 holders.
  • The largest Bank of America buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.57B added.
  • The largest Bank of America seller in Q2 2021 was Viking Global Investors, an estimated $989M sold.

Based on aggregated 13F filings for Q2 2021.