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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 %
SIM
876
Sterling Investment Management
Arizona
$4.05M -$236K -6,090 -5%
MPAM
877
Murphy Pohlad Asset Management
Minnesota
$4.01M +$206K +5,330 +5%
LWM
878
Lyell Wealth Management
California
$4.01M +$707K +18,269 +21%
KA
879
Kintegral Advisory
New York
$3.99M – – –
BBI
880
Baxter Bros Inc
Connecticut
$3.99M +$244K +6,315 +7%
WIS
881
Wright Investors Service
Connecticut
$3.99M +$779K +20,141 +24%
GJL
882
Gendell Jeffrey L
$3.97M -$1.55M -40,000 -28%
VCA
883
Verdence Capital Advisors
Maryland
$3.97M -$41.9K -1,083 -1%
PWP
884
Private Wealth Partners
California
$3.96M -$333K -8,600 -8%
LCS
885
Levin Capital Strategies
New York
$3.95M -$21.1K -545 -0.5%
BB
886
Berkshire Bank
Massachusetts
$3.95M -$68.9K -1,782 -2%
GG
887
Gofen & Glossberg
Illinois
$3.95M +$1.07M +27,537 +37%
FFBTD
888
First Financial Bank - Trust Division
Ohio
$3.91M -$22.1K -572 -0.6%
CWM
889
Concentric Wealth Management
California
$3.9M +$64.2K +1,660 +2%
GW
890
GW & Wade
Massachusetts
$3.87M +$977K +25,250 +34%
MC
891
Middleton & Co
Massachusetts
$3.87M -$75.7K -1,957 -2%
JWM
892
Jupiter Wealth Management
Colorado
$3.87M +$3.05M +74,138 +371%
AAS
893
Annex Advisory Services
Wisconsin
$3.87M +$70.4K +1,821 +2%
PAM
894
Paradigm Asset Management
New York
$3.81M -$112K -2,900 -3%
GVAG
895
Great Valley Advisor Group
Delaware
$3.81M -$2.16M -55,714 -36%
BAIA
896
Bel Air Investment Advisors
California
$3.81M +$3.81M +98,377 New
EH
897
Equitable Holdings
New York
$3.81M +$561K +14,491 +17%
VMPIC
898
Varma Mutual Pension Insurance Co
Finland
$3.79M – – –
HWA
899
Heritage Wealth Advisors
Virginia
$3.78M -$40.6K -1,050 -1%
MA
900
MUFG Americas
New York
$3.78M -$156K -4,023 -4%
34 35
36
37 38