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Bank of America
BAC

Overview Fund Activity

2,768 hedge funds and large institutions have $254B invested in Bank of America in 2021 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,073 increasing their positions, 961 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,768
Holders Change
+285
Holders Change %
+11.48%
% of All Funds
42.75%
Holding in Top 10
161
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.83%
% of All Funds
2.49%
New
404
Increased
1,073
Reduced
961
Closed
76
Calls
$5.33B
Puts
$9.16B
Net Calls
-$3.83B
Net Calls Change
-$1.23B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$988M
2
Franklin Resources
Franklin Resources
California
+$322M
3
Renaissance Technologies
Renaissance Technologies
New York
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
5
Amundi
Amundi
France
+$153M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$981M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$820M
4
GQG Partners
GQG Partners
Florida
-$780M
5
Capital World Investors
Capital World Investors
California
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
1301
IBEX Wealth Advisors
New Jersey
$1.78M +$39.1K +878 +2%
LWM
1302
Laidlaw Wealth Management
New York
$1.78M -$93.3K -2,097 -5%
WSTAM
1303
Wilbanks Smith & Thomas Asset Management
Virginia
$1.77M -$9.39K -211 -0.5%
MFW
1304
Mosaic Family Wealth
Missouri
$1.77M +$13.8K +310 +0.8%
RHP
1305
Royal Harbor Partners
Texas
$1.77M +$54.3K +1,221 +3%
FWP
1306
Falcon Wealth Planning
California
$1.77M +$51.9K +1,166 +3%
Verition Fund Management
1307
Verition Fund Management
Connecticut
$1.77M +$1.19M +26,738 +206%
AIM
1308
Aspen Investment Management
Michigan
$1.77M +$43.4K +975 +3%
MBTD
1309
Mechanics Bank - Trust Department
California
$1.76M -$48.9K -1,100 -3%
PMA
1310
Prudent Man Advisors
Illinois
$1.76M -$293K -6,576 -14%
FMBTD
1311
First Midwest Bank Trust Division
Illinois
$1.76M -$51.4K -1,156 -3%
BWM
1312
Buckley Wealth Management
Nevada
$1.75M -$109K -2,450 -6%
KA
1313
Kovack Advisors
Florida
$1.75M +$67.8K +1,525 +4%
QCM
1314
Quantinno Capital Management
New York
$1.75M +$1.75M +39,352 New
PWPS
1315
Pinnacle Wealth Planning Services
Ohio
$1.75M +$71.9K +1,616 +4%
OWA
1316
Octavia Wealth Advisors
Ohio
$1.75M +$35.6K +800 +2%
TWI
1317
Thomas White International
Illinois
$1.74M – – –
CA
1318
Cornerstone Advisory
Maryland
$1.74M +$5.16K +116 +0.3%
NHC
1319
Nicholas Hoffman & Company
Georgia
$1.74M +$13.8K +310 +0.8%
APG
1320
Abacus Planning Group
South Carolina
$1.73M +$148K +3,331 +9%
RWA
1321
Ropes Wealth Advisors
Massachusetts
$1.73M -$1.13M -25,294 -39%
KC
1322
Kingfisher Capital
North Carolina
$1.73M +$134K +3,008 +8%
IVP
1323
Intrinsic Value Partners
Arizona
$1.72M +$1.72M +38,753 New
EWM
1324
Empirical Wealth Management
Washington
$1.72M +$120K +2,701 +7%
BBA
1325
BLB&B Advisors
Pennsylvania
$1.72M -$710K -15,965 -29%
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