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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 %
TG
1276
TCW Group
California
$1.59M -$1.41M -36,394 -47%
FNFDCM
1277
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.58M +$2.32K +60 +0.1%
LFAS
1278
Level Four Advisory Services
Texas
$1.58M -$232K -5,991 -13%
STC
1279
Sarah T. Connolly
$1.58M -$27.9K -720 -2%
LSAG
1280
Lake Street Advisors Group
New Hampshire
$1.57M +$55.3K +1,430 +4%
MFGM
1281
Marshall Financial Group (Maryland)
Maryland
$1.57M +$1.31M +33,936 +507%
CWM
1282
Circle Wealth Management
New Jersey
$1.57M +$3.21K +83 +0.2%
EGA
1283
E&G Advisors
Texas
$1.56M – – –
LWM
1284
Loveless Wealth Management
Montana
$1.55M +$38.9K +1,005 +3%
GPCM
1285
Granite Point Capital Management
Massachusetts
$1.55M – – –
BOC
1286
Barbara Oil Co
Illinois
$1.55M – – –
CA
1287
Claro Advisors
Massachusetts
$1.54M -$851 -22 -0.1%
TWI
1288
Thomas White International
Illinois
$1.54M -$471K -12,180 -23%
WP
1289
WealthSource Partners
California
$1.54M +$11.6K +301 +0.8%
KPW
1290
Kore Private Wealth
New York
$1.53M +$43K +1,111 +3%
NO
1291
Ninety One
South Africa
$1.53M +$1.53M +39,814 New
MWM
1292
Meridian Wealth Management
Kentucky
$1.52M -$150K -3,885 -9%
VCWA
1293
Vanguard Capital Wealth Advisors
Colorado
$1.51M -$155K -3,876 -9%
CIM
1294
CIM Investment Management
Pennsylvania
$1.51M -$839K -21,686 -36%
PP
1295
Pegasus Partners
Wisconsin
$1.51M +$238K +6,153 +19%
RHP
1296
Royal Harbor Partners
Texas
$1.51M -$204K -5,283 -12%
BC
1297
Burleson & Co
California
$1.5M +$80.4K +2,078 +6%
CA
1298
Cornerstone Advisory
Maryland
$1.5M +$18.5K +479 +1%
CFGS
1299
Concourse Financial Group Securities
Alabama
$1.5M -$19.1K -493 -1%
OWA
1300
Octavia Wealth Advisors
Ohio
$1.5M +$19.8K +512 +1%
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