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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 %
9WM
1101
9258 Wealth Management
Ohio
$2.31M -$3.48K -90 -0.2%
CTA
1102
Chesley Taft & Associates
Illinois
$2.3M +$726K +18,245 +46%
SA
1103
Strategic Advisors
New York
$2.29M -$55.7K -1,440 -2%
SSI
1104
Scott & Selber Inc
Texas
$2.28M +$44.3K +1,145 +2%
BCM
1105
Blume Capital Management
California
$2.26M +$68.9K +1,780 +3%
FCCM
1106
First City Capital Management
Georgia
$2.26M -$68.7K -1,667 -3%
APC
1107
Aristotle Pacific Capital
California
$2.25M – – –
GBT
1108
Grove Bank & Trust
Florida
$2.24M -$223K -5,753 -9%
CAN
1109
Claraphi Advisory Network
United States
$2.24M -$69.8K -1,804 -3%
VCM
1110
Vision Capital Management
Oregon
$2.23M +$58.6K +1,514 +3%
FNBT
1111
FineMark National Bank & Trust
Florida
$2.23M +$227K +5,863 +11%
SP
1112
Symmetry Partners
Connecticut
$2.23M -$90.4K -2,336 -4%
WTC
1113
WhitTier Trust Company
Nevada
$2.23M -$32K -827 -1%
NFG
1114
Next Financial Group
Texas
$2.21M -$112K -2,904 -5%
RIA
1115
Realta Investment Advisors
Delaware
$2.2M +$74.2K +1,917 +3%
TFS
1116
TrustCore Financial Services
Tennessee
$2.2M -$229K -5,927 -9%
NDSI
1117
Newman Dignan & Sheerar Inc
Rhode Island
$2.19M -$10.1K -262 -0.5%
CICI
1118
Capital Investment Counsel Inc
North Carolina
$2.19M +$522K +13,493 +31%
SSW
1119
Smith Shellnut Wilson
Mississippi
$2.19M – – –
BFG
1120
Beacon Financial Group
Texas
$2.19M – – –
LOAMS
1121
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.17M +$70.2K +1,815 +3%
LWAC
1122
Laurel Wealth Advisors (California)
California
$2.17M +$266K +6,871 +14%
IMOV
1123
Investment Management of Virginia
Virginia
$2.16M +$9.09K +235 +0.4%
CWG
1124
Cornerstone Wealth Group
North Carolina
$2.15M -$443K -11,438 -17%
MIM
1125
MTM Investment Management
South Carolina
$2.14M +$30.1K +778 +1%
43 44
45
46 47