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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 %
EP
826
Eudaimonia Partners
Tennessee
$4.53M +$494K +12,757 +12%
AC
827
Asio Capital
Kentucky
$4.53M +$588K +15,202 +15%
CIP
828
Capital Insight Partners
Arizona
$4.52M -$40K -1,034 -0.9%
JIC
829
Joel Isaacson & Co
New York
$4.51M +$619 +16 +0%
BS
830
Boenning & Scattergood
Pennsylvania
$4.47M +$87.3K +2,257 +2%
PP
831
PDT Partners
New York
$4.47M -$2.51M -64,759 -36%
TC
832
TownSquare Capital
Utah
$4.46M +$342K +8,848 +8%
GWM
833
Graybill Wealth Management
Illinois
$4.45M -$156K -4,041 -3%
CC
834
Cipher Capital
New York
$4.42M +$4.42M +114,110 New
GWMIA
835
Global Wealth Management Investment Advisory
Florida
$4.41M +$93.3K +2,412 +2%
NCM
836
Neumann Capital Management
California
$4.4M – – –
DAS
837
Dynamic Advisor Solutions
Arizona
$4.39M -$166K -4,291 -4%
GWM
838
Geneos Wealth Management
Colorado
$4.37M -$128K -3,148 -3%
MAFM
839
Mid Atlantic Financial Management
Pennsylvania
$4.37M +$33.6K +869 +0.8%
SW
840
SteelPeak Wealth
California
$4.36M +$1.02M +26,265 +30%
AF
841
Allworth Financial
California
$4.34M +$2.51M +64,981 +137%
BCM
842
BTC Capital Management
Iowa
$4.34M +$615K +15,916 +17%
AWS
843
Arkfeld Wealth Strategies
Nebraska
$4.33M -$45.2K -1,129 -1%
BB
844
Busey Bank
Illinois
$4.33M -$3.44K -89 -0.1%
UAS
845
United Asset Strategies
New York
$4.33M +$17.4K +450 +0.4%
JSMC
846
Jess S. Morgan & Co
California
$4.32M -$177K -4,582 -4%
TCA
847
Transcend Capital Advisors
New Jersey
$4.31M -$135K -3,482 -3%
VWM
848
Valley Wealth Managers
New Jersey
$4.3M -$6.81K -176 -0.2%
JAFL
849
Jay A. Fishman Ltd
Michigan
$4.3M +$103K +2,650 +2%
RIM
850
Regent Investment Management
Kentucky
$4.3M +$63.8K +1,650 +2%
32 33
34
35 36