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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 %
OIM
926
Opus Investment Management
Massachusetts
$3.47M +$3.47M +89,650 New
IMC Chicago
927
IMC Chicago
Illinois
$3.46M -$879K -22,713 -20%
FP
928
Financial Perspectives
Minnesota
$3.46M +$3.38M +130,679 +3,906%
MAM
929
Melqart Asset Management
United Kingdom
$3.46M -$3.92M -101,670 -53%
PAM
930
Pegasus Asset Management
New York
$3.45M +$114K +2,950 +3%
JIP
931
Jaffetilchin Investment Partners
Florida
$3.45M +$1.09M +28,055 +46%
DPIM
932
Duff & Phelps Investment Management
Illinois
$3.44M +$19.7K +510 +0.6%
TW
933
TrinityPoint Wealth
Connecticut
$3.43M -$16.3K -420 -0.5%
OLA
934
Oliver Luxxe Assets
New Jersey
$3.42M +$503 +13 +0%
LBC
935
Lawrence B. Cohen
$3.41M -$137K -3,547 -4%
SJIM
936
St. Johns Investment Management
Florida
$3.4M -$38.2K -987 -1%
MPM
937
Meritage Portfolio Management
Kansas
$3.4M -$280K -7,241 -8%
MFS
938
Mirabella Financial Services
United Kingdom
$3.4M +$3.4M +87,874 New
TSWM
939
Triangle Securities Wealth Management
North Carolina
$3.39M -$15.5K -401 -0.5%
CG
940
Caprock Group
Idaho
$3.39M -$369K -9,541 -10%
AAI
941
American Assets Inc
California
$3.39M – – –
S
942
SignatureFD
Georgia
$3.37M +$391K +10,117 +13%
HBCM
943
Heron Bay Capital Management
Michigan
$3.35M -$12K -310 -0.4%
1SB
944
1ST Source Bank
Indiana
$3.35M +$94.2K +2,435 +3%
NSEDCP
945
NJ State Employees Deferred Compensation Plan
New Jersey
$3.35M – – –
MAM
946
Madison Asset Management
Wisconsin
$3.35M -$4.52M -116,940 -57%
Fuller & Thaler Asset Management
947
Fuller & Thaler Asset Management
California
$3.35M -$627K -16,200 -16%
SWM
948
Selective Wealth Management
Virginia
$3.34M -$286K -7,398 -8%
CIC
949
Carnegie Investment Counsel
Ohio
$3.34M -$42.1K -1,087 -1%
SA
950
SRN Advisors
Pennsylvania
$3.33M +$389K +10,050 +13%
36 37
38
39 40