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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
OCAM
426
Onex Canada Asset Management
Ontario, Canada
$18M +$569K +13,884 +3%
NFC
427
Northeast Financial Consultants
Connecticut
$17.8M +$4.5M +109,717 +26%
EWM
428
Endurance Wealth Management
Rhode Island
$17.8M -$111K -2,696 -0.6%
ISL
429
Ingalls & Snyder LLC
New York
$17.7M -$2.6M -63,433 -13%
GA
430
GFS Advisors
Texas
$17.7M -$6.13M -149,520 -26%
CFG
431
Citizens Financial Group
Rhode Island
$17.6M +$646K +15,766 +4%
Sanders Capital
432
Sanders Capital
Florida
$17.5M
HCMT
433
Highland Capital Management (Tennessee)
Tennessee
$17.4M -$508K -12,383 -3%
CCM
434
Covington Capital Management
California
$17.3M -$3.65M -88,985 -18%
SAM
435
SP Asset Management
California
$17.2M +$75.7K +1,847 +0.4%
ICP
436
Ironvine Capital Partners
Nebraska
$17.2M -$1.3M -31,716 -7%
MGIA
437
Matthew Goff Investment Advisor
Texas
$17.2M +$1.24M +30,359 +8%
TSW
438
Thompson Siegel & Walmsley
Virginia
$17.1M -$689K -16,799 -4%
Vontobel Holding
439
Vontobel Holding
Switzerland
$17M -$6.58M -160,569 -28%
TA
440
TruWealth Advisors
Louisiana
$16.9M -$27.8K -679 -0.2%
RFA
441
Reilly Financial Advisors
California
$16.8M +$868K +21,177 +5%
BPA
442
Beacon Pointe Advisors
California
$16.6M +$13.1M +319,951 +383%
MNBTD
443
Moody National Bank Trust Division
Texas
$16.6M -$96.2K -2,347 -0.6%
Nomura Holdings
444
Nomura Holdings
Japan
$16.6M +$13.1M +318,969 +334%
FMII
445
Farmers & Merchants Investments Inc
Nebraska
$16.5M -$37.3K -909 -0.2%
CEI
446
Clark Estates Inc
New York
$16.5M
GPC
447
Guardian Point Capital
Virginia
$16.5M
SAM
448
Shell Asset Management
Netherlands
$16.5M -$11.6M -283,506 -42%
WAS
449
Wesleyan Assurance Society
United Kingdom
$16.4M
Twin Tree Management
450
Twin Tree Management
Texas
$16.4M -$360K -8,789 -2%

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.