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Bank of America
BAC

Overview Fund Activity

2,479 hedge funds and large institutions have $292B invested in Bank of America in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,027 increasing their positions, 1,009 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
43.28%
Holding in Top 10
158
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.71%
% of All Funds
2.76%
New
157
Increased
1,027
Reduced
1,009
Closed
117
Calls
$4.02B
Puts
$6.53B
Net Calls
-$2.5B
Net Calls Change
-$920M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.58B
2
Invesco
Invesco
Georgia
+$445M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$279M
4
Capital International Investors
Capital International Investors
California
+$217M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$185M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$995M
2
Franklin Resources
Franklin Resources
California
-$734M
3
LSV Asset Management
LSV Asset Management
Illinois
-$325M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$283M
5
Boston Partners
Boston Partners
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
1301
Octavia Wealth Advisors
Ohio
$1.55M -$44.3K -1,075 -3%
FANJ
1302
Financial Architects (New Jersey)
New Jersey
$1.55M +$46.2K +1,120 +3%
FAIM
1303
Financial Advocates Investment Management
Washington
$1.55M -$5.85K -142 -0.4%
GAMC
1304
Garner Asset Management Corp
Texas
$1.55M +$10.3K +251 +0.7%
B
1305
Barings
North Carolina
$1.54M -$3.4M -82,603 -69%
CHC
1306
City Holding Co
West Virginia
$1.54M -$278K -6,746 -15%
AIM
1307
Aspen Investment Management
Michigan
$1.54M -$1.07K -26 -0.1%
BC
1308
Burleson & Co
California
$1.53M -$69.1K -1,677 -4%
FFA
1309
First Foundation Advisors
California
$1.53M -$254K -6,155 -14%
SVWAG
1310
Sound View Wealth Advisors Group
Georgia
$1.52M -$15.5K -377 -1%
CBTWT
1311
Community Bank & Trust (Waco, Texas)
Texas
$1.51M -$22.7K -550 -1%
PP
1312
Pegasus Partners
Wisconsin
$1.51M -$102K -2,478 -6%
DI
1313
DFPG Investments
Utah
$1.51M +$125K +3,133 +9%
NFP
1314
Novak Financial Planning
Maryland
$1.5M -$7.01K -170 -0.5%
AL
1315
Aspiriant LLC
California
$1.5M +$50.8K +1,232 +4%
PWPS
1316
Pinnacle Wealth Planning Services
Ohio
$1.5M -$6.39K -155 -0.4%
EDRIA
1317
Edmonds Duncan Registered Investment Advisors
Kansas
$1.5M – – –
WCM
1318
Washington Capital Management
Washington
$1.49M -$56.3K -1,365 -4%
APG
1319
Abacus Planning Group
South Carolina
$1.49M +$206 +5 +0%
FCA
1320
FinTrust Capital Advisors
South Carolina
$1.49M +$384K +9,327 +35%
BEC
1321
Blue Edge Capital
Virginia
$1.48M – – –
EWA
1322
Exencial Wealth Advisors
Oklahoma
$1.48M -$56.5K -1,370 -4%
ZIC
1323
ZWJ Investment Counsel
Georgia
$1.48M -$3.8M -92,220 -72%
WIM
1324
Wittenberg Investment Management
Massachusetts
$1.48M – – –
SAM
1325
SignalPoint Asset Management
Missouri
$1.48M -$8.66K -210 -0.6%
51 52
53
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