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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
+$1.28B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$1.21B
3
State Street
State Street
Massachusetts
+$616M
4
Capital International Investors
Capital International Investors
California
+$426M
5
Invesco
Invesco
Georgia
+$336M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.16B
2
Franklin Resources
Franklin Resources
California
-$475M
3
AAMU
Amundi Asset Management US
Massachusetts
-$372M
4
Two Sigma Investments
Two Sigma Investments
New York
-$266M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
EIP
701
Easterly Investment Partners
Massachusetts
$6.23M -$452K -11,687 -7%
EWA
702
EP Wealth Advisors
California
$6.22M +$1.67M +43,116 +37%
IPW
703
Inlet Private Wealth
Florida
$6.2M +$108K +2,800 +2%
CDH
704
Charles D. Hyman
$6.17M +$485K +12,533 +9%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$6.17M +$422K +10,919 +7%
BWP
706
Baldwin Wealth Partners
Massachusetts
$6.17M +$82.7K +2,138 +1%
RAM
707
Roanoke Asset Management
New Jersey
$6.17M +$132K +3,405 +2%
BRWA
708
B. Riley Wealth Advisors
Florida
$6.16M +$594K +15,351 +11%
WC
709
Woodstock Corp
Massachusetts
$6.16M +$56.9K +1,471 +0.9%
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$6.12M – – –
IAIM
711
International Assets Investment Management
Florida
$6.09M +$2.85M +97,500 +88%
KOCAA
712
Knights of Columbus Asset Advisors
Connecticut
$6.07M +$2.44K +63 +0%
AAS
713
Avantax Advisory Services
Texas
$6.03M +$1.75M +45,235 +41%
GIM
714
Guardian Investment Management
California
$6M – – –
ZIG
715
Zuckerman Investment Group
Illinois
$5.99M +$229K +5,931 +4%
RBA
716
Richard Bernstein Advisors
New York
$5.95M – – –
CC
717
Courier Capital
New York
$5.87M -$57.1K -1,477 -1%
CCM
718
Coldstream Capital Management
Washington
$5.87M +$3.76M +97,289 +179%
BAS
719
Brown Advisory Securities
Maryland
$5.86M -$23K -594 -0.4%
TWMP
720
Taylor Wealth Management Partners
Massachusetts
$5.86M -$53.3K -1,378 -0.9%
HCM
721
Hollencrest Capital Management
California
$5.86M +$31.3K +810 +0.5%
OCM
722
Oakwood Capital Management
California
$5.85M +$21.9K +565 +0.4%
DA
723
DCF Advisers
Connecticut
$5.8M -$677K -17,500 -10%
WPP
724
Whalerock Point Partners
Rhode Island
$5.78M +$63.1K +1,630 +1%
CBB
725
Citizens Business Bank
California
$5.74M -$234K -6,045 -4%
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