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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 %
BFEC
1051
Benjamin F. Edwards & Company
Missouri
$2.66M +$4.41K +114 +0.2%
TBA
1052
Tower Bridge Advisors
Pennsylvania
$2.66M +$232K +5,990 +10%
RDWM
1053
Red Door Wealth Management
Tennessee
$2.65M +$249K +6,409 +10%
CLOS
1054
Compagnie Lombard Odier SCmA
Switzerland
$2.64M -$701K -18,105 -21%
PT
1055
Plimoth Trust
Massachusetts
$2.62M -$58.2K -1,503 -2%
CA
1056
Cumberland Advisors
Florida
$2.58M – – –
WCM
1057
Wunderlich Capital Managemnt
Tennessee
$2.58M -$33.5K -866 -1%
CRIG
1058
Charter Research & Investment Group
Connecticut
$2.58M – – –
AIM
1059
Anchor Investment Management
South Carolina
$2.56M +$64.1K +1,656 +3%
MIAN
1060
Mariner Independent Advisor Network
Kansas
$2.56M -$127K -3,291 -5%
SW
1061
SkyOak Wealth
Michigan
$2.56M -$88.2K -2,202 -3%
HCCM
1062
Hudson Canyon Capital Management
New York
$2.55M -$167K -4,316 -6%
APW
1063
Aurora Private Wealth
New Jersey
$2.55M -$371K -9,578 -13%
SFA
1064
Souders Financial Advisors
Ohio
$2.51M +$88K +2,274 +4%
GAM
1065
Geier Asset Management
Maryland
$2.51M -$6.9K -170 -0.3%
DA
1066
Denali Advisors
California
$2.5M -$9.29M -240,200 -79%
EIM
1067
Essex Investment Management
Massachusetts
$2.5M -$496K -12,818 -17%
PCM
1068
Poehling Capital Management
Wisconsin
$2.5M -$21.4K -552 -0.8%
EF
1069
Empirical Finance
Pennsylvania
$2.5M – – –
FIM
1070
Freedom Investment Management
Connecticut
$2.49M -$348K -9,002 -12%
ACM
1071
AlphaCrest Capital Management
New York
$2.48M -$3.06M -78,997 -55%
CF
1072
Centaurus Financial
California
$2.48M -$4.33K -112 -0.2%
PAS
1073
Park Avenue Securities
New York
$2.48M +$213K +5,508 +9%
GIA
1074
Gladstone Institutional Advisory
Florida
$2.48M +$1.61M +41,489 +184%
FDS
1075
First Dallas Securities
Texas
$2.47M -$49.5K -1,280 -2%
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