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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 %
CG
1001
Cutler Group
California
$3.05M -$6.34M -163,792 -68%
GP
1002
Geneva Partners
Wisconsin
$3.05M +$2.27M +58,700 +294%
BAM
1003
Blueshift Asset Management
New Jersey
$3.03M +$667K +17,250 +28%
SC
1004
Sovarnum Capital
New York
$3.02M -$1.16M -30,000 -28%
SWA
1005
Sutton Wealth Advisors
Florida
$3.01M +$4.72K +122 +0.2%
TCM
1006
Teza Capital Management
Illinois
$3M +$3M +77,638 New
CT
1007
Coastline Trust
Rhode Island
$3M +$20.9K +540 +0.7%
RGC
1008
Redwood Grove Capital
California
$3M – – –
BTWM
1009
Baker Tilly Wealth Management
Wisconsin
$2.99M +$1.9M +49,221 +176%
SIA
1010
SeaBridge Investment Advisors
New Jersey
$2.98M +$204K +5,285 +7%
BIP
1011
Bouvel Investment Partners
Pennsylvania
$2.98M +$147K +3,799 +5%
RPSA
1012
Richard P. Slaughter Associates
Texas
$2.97M -$906K -23,425 -23%
RG
1013
Rikoon Group
New Mexico
$2.95M -$36.5K -943 -1%
HAG
1014
HighPoint Advisor Group
Illinois
$2.95M +$74.6K +1,866 +3%
CCM
1015
Check Capital Management
California
$2.93M +$448K +11,577 +18%
LCP
1016
Legacy Capital Partners
Wisconsin
$2.93M +$237K +6,118 +9%
CBN
1017
Cadence Bank NA
Texas
$2.93M +$383K +9,899 +15%
IA
1018
IFP Advisors
Florida
$2.92M -$510K -13,201 -15%
SC
1019
Savant Capital
Illinois
$2.91M -$134K -3,466 -4%
WG
1020
Welch Group
Alabama
$2.91M +$315K +8,135 +12%
TPM
1021
Triasima Portfolio Management
Quebec, Canada
$2.89M +$929K +24,000 +47%
CIAS
1022
Capital Investment Advisory Services
North Carolina
$2.89M -$103K -2,666 -3%
PWM
1023
Perigon Wealth Management
California
$2.88M -$360K -9,296 -11%
SACTSONJ
1024
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.86M – – –
BWA
1025
BDO Wealth Advisors
Florida
$2.86M +$322K +8,335 +13%
39 40
41
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