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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 %
BDF
1226
Balasa Dinverno & Foltz
$1.78M +$123K +3,181 +7%
BBA
1227
BLB&B Advisors
Pennsylvania
$1.78M -$538K -13,893 -23%
MWM
1228
Modera Wealth Management
New Jersey
$1.78M -$493K -12,746 -22%
FHA
1229
Flagship Harbor Advisors
Massachusetts
$1.78M -$128K -3,303 -7%
MPPW
1230
Mitchell & Pahl Private Wealth
Oklahoma
$1.76M -$37.9K -979 -2%
OPS
1231
Orion Portfolio Solutions
Nebraska
$1.75M -$245K -6,322 -12%
BRWM
1232
B. Riley Wealth Management
Tennessee
$1.75M +$322K +8,308 +22%
DI
1233
Diligent Investors
California
$1.74M -$246K -6,360 -12%
BWM
1234
Buckley Wealth Management
Nevada
$1.72M -$227K -5,855 -12%
ACM
1235
Alpha Capital Management
Texas
$1.72M -$3.64K -94 -0.2%
WC
1236
Weil Company
California
$1.72M – – –
PFBT
1237
Parkside Financial Bank & Trust
Missouri
$1.71M -$54.5K -1,407 -3%
WPC
1238
White Pine Capital
Minnesota
$1.71M +$9.28K +240 +0.5%
CHC
1239
City Holding Co
West Virginia
$1.71M -$145K -3,760 -8%
CHAM
1240
Clear Harbor Asset Management
Connecticut
$1.71M -$23.5K -607 -1%
BOM
1241
Bank of Marin
California
$1.71M – – –
LB
1242
Legacy Bridge
Iowa
$1.7M +$785K +20,275 +86%
MFA
1243
Mayflower Financial Advisors
Massachusetts
$1.7M +$314K +8,125 +23%
BFG
1244
Bouchey Financial Group
New York
$1.69M +$89.3K +2,307 +6%
WAP
1245
Wealthcare Advisory Partners
Pennsylvania
$1.69M +$329K +8,509 +24%
CCG
1246
Cypress Capital Group
Florida
$1.68M -$147K -3,796 -8%
FFA
1247
First Foundation Advisors
California
$1.67M +$73.3K +1,895 +5%
QCG
1248
Quadrant Capital Group
Ohio
$1.66M +$150K +3,870 +10%
HA
1249
HC Advisors
Georgia
$1.66M +$1.37M +35,290 +462%
MC
1250
Miramar Capital
Illinois
$1.66M -$75.7K -1,955 -4%
48 49
50
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