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Bank of America
BAC

Overview Fund Activity

2,466 hedge funds and large institutions have $236B invested in Bank of America in 2021 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 1,041 increasing their positions, 905 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
+97
Holders Change %
+4.09%
% of All Funds
43.42%
Holding in Top 10
175
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+34.62%
% of All Funds
3.08%
New
253
Increased
1,041
Reduced
905
Closed
134
Calls
$4.19B
Puts
$5.77B
Net Calls
-$1.58B
Net Calls Change
+$618M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$8.9B
2
Viking Global Investors
Viking Global Investors
Connecticut
$1.21B
3
State Street
State Street
Massachusetts
$13B
4
Capital International Investors
Capital International Investors
California
$976M
5
Invesco
Invesco
Georgia
$2B

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$3.06B
2
Franklin Resources
Franklin Resources
California
$1.65B
3
AAMU
Amundi Asset Management US
Massachusetts
$782M
4
Two Sigma Investments
Two Sigma Investments
New York
$4.67M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.85B
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
501
Jones Financial Companies
Missouri
$13.2M -$76.3K -1,971 -0.6%
KA
502
KLCM Advisors
Wisconsin
$13.1M -$512K -13,246 -4%
HRC
503
Hoertkorn Richard Charles
$13M -$77.4K -2,000 -0.6%
DC
504
Davenport & Co
Virginia
$12.8M +$226K +5,832 +2%
PFA
505
Paradigm Financial Advisors
Missouri
$12.8M -$849K -21,947 -6%
SH
506
SeaTown Holdings
Singapore
$12.8M -$15.1M -390,000 -54%
LOPW
507
Live Oak Private Wealth
North Carolina
$12.7M +$245K +6,345 +2%
LW
508
Linscomb Wealth
Texas
$12.7M +$555K +14,333 +5%
CIG
509
Consolidated Investment Group
Colorado
$12.7M – – –
SCCM
510
Schafer Cullen Capital Management
New York
$12.6M -$157M -4,065,671 -93%
FCBT
511
First Citizens Bank & Trust
North Carolina
$12.6M -$623K -16,101 -5%
CTI
512
Community Trust & Investment
Kentucky
$12.4M -$3.59M -92,713 -22%
WAM
513
Wallington Asset Management
Indiana
$12.4M +$12.4M +319,608 New
HPC
514
HM Payson & Co
Maine
$12.2M -$83.1K -2,149 -0.7%
Hudson Bay Capital Management
515
Hudson Bay Capital Management
Connecticut
$12.2M +$1.55M +40,000 +15%
FCH
516
Freestone Capital Holdings
Washington
$12.1M -$16.7K -432 -0.1%
MML Investors Services
517
MML Investors Services
Massachusetts
$12M +$349K +9,025 +3%
H
518
HoyleCohen
California
$12M -$210K -5,428 -2%
AP
519
Advisor Partners
California
$11.9M -$163K -4,208 -1%
FAB
520
First American Bank
Illinois
$11.9M +$528K +13,659 +5%
DY
521
Dowling & Yahnke
California
$11.8M -$59.2K -1,531 -0.5%
CK
522
Cohen Klingenstein
New York
$11.8M +$77 +2 +0%
ECM
523
Evergreen Capital Management
Washington
$11.7M +$1.02M +26,435 +10%
KCM
524
Kingdon Capital Management
New York
$11.6M +$11.6M +300,000 New
MAM
525
Meeder Asset Management
Ohio
$11.5M +$9.39M +242,709 +438%
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