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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 %
HB
1076
Homrich & Berg
Georgia
$2.45M +$209K +5,393 +9%
CA
1077
Corrado Advisors
New Jersey
$2.44M -$159K -4,104 -6%
ALAM
1078
Asahi Life Asset Management
Japan
$2.43M -$1.45M -37,508 -37%
SSB
1079
Sandy Spring Bank
Maryland
$2.41M -$187K -4,832 -7%
HWM
1080
Hohimer Wealth Management
Washington
$2.41M +$460K +11,888 +24%
NAM
1081
NTV Asset Management
West Virginia
$2.41M +$71.3K +1,843 +3%
RWA
1082
Ropes Wealth Advisors
Massachusetts
$2.4M +$610K +14,670 +34%
TAM
1083
Trust Asset Management
Texas
$2.4M +$422K +10,904 +21%
JRCM
1084
Jones Road Capital Management
New York
$2.4M +$1.82M +47,000 +313%
PCA
1085
Peddock Capital Advisors
Massachusetts
$2.4M +$41.8K +1,080 +2%
LI
1086
Lafayette Investments
Maryland
$2.37M -$65.7K -1,699 -3%
QI
1087
Qtron Investments
Massachusetts
$2.36M – – –
MC
1088
MRJ Capital
New York
$2.36M – – –
LIM
1089
Longfellow Investment Management
Massachusetts
$2.35M -$350K -9,052 -13%
EH
1090
Employers Holdings
Nevada
$2.35M – – –
LAM
1091
L2 Asset Management
Massachusetts
$2.35M -$395K -10,220 -14%
VVP
1092
Venture Visionary Partners
Ohio
$2.34M +$272K +7,032 +13%
EWM
1093
Edge Wealth Management
New York
$2.33M +$300K +7,760 +15%
CG
1094
Colony Group
Massachusetts
$2.33M +$576K +14,885 +33%
EMG
1095
ETF Managers Group
New Jersey
$2.32M +$2.32M +59,601 New
SIAG
1096
Safeguard Investment Advisory Group
California
$2.32M -$39.6K -1,023 -2%
SWA
1097
Stratos Wealth Advisors
Ohio
$2.32M +$69.4K +1,793 +3%
LCH
1098
Lee Capital Holdings
New York
$2.32M +$387K +10,000 +20%
MIAS
1099
Mason Investment Advisory Services
Virginia
$2.32M – – –
RWM
1100
Ritholtz Wealth Management
New York
$2.31M +$761K +19,674 +49%
42 43
44
45 46