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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 %
IWA
1326
IBEX Wealth Advisors
New Jersey
$1.4M +$1.4M +36,217 New
AA
1327
Apriem Advisors
California
$1.4M -$3.02M -78,161 -68%
CB
1328
Community Bank
New York
$1.4M +$15.5K +400 +1%
MAM
1329
McLean Asset Management
Virginia
$1.4M +$80 +2 +0%
SAM
1330
SignalPoint Asset Management
Missouri
$1.4M +$12K +311 +0.9%
APG
1331
Abacus Planning Group
South Carolina
$1.39M +$193 +5 +0%
BEC
1332
Blue Edge Capital
Virginia
$1.39M – – –
WIM
1333
Wittenberg Investment Management
Massachusetts
$1.39M -$464K -12,000 -25%
YWP
1334
YorkBridge Wealth Partners
New York
$1.39M +$136K +3,515 +11%
PH
1335
Pinnacle Holdings
Oklahoma
$1.38M – – –
PWMG
1336
Prestige Wealth Management Group
New Jersey
$1.38M +$315K +8,134 +29%
DI
1337
DFPG Investments
Utah
$1.38M +$23.5K +591 +2%
WSFS
1338
Wilmington Savings Fund Society
Delaware
$1.38M -$61.2K -1,580 -4%
CIS
1339
Capital International Sarl
California
$1.37M +$123K +3,185 +10%
KC
1340
Kingfisher Capital
North Carolina
$1.37M -$6.62K -171 -0.5%
PGWM
1341
Parisi Gray Wealth Management
New Jersey
$1.37M -$26.2K -676 -2%
MC
1342
Mathes Company
New York
$1.36M – – –
AL
1343
Aspiriant LLC
California
$1.36M +$7.63K +197 +0.6%
CFS
1344
CRA Financial Services
New Jersey
$1.36M +$9.71K +251 +0.7%
SFG
1345
Sovereign Financial Group
Connecticut
$1.35M +$151K +3,905 +13%
BMA
1346
Brooks Moore & Associates
Tennessee
$1.35M +$30K +775 +2%
WI
1347
WrapManager Inc
California
$1.34M +$73.9K +1,911 +6%
LSPW
1348
Lake Street Private Wealth
Illinois
$1.34M -$18.4K -475 -1%
NP
1349
NorthRock Partners
Minnesota
$1.33M +$51.8K +1,340 +4%
LP
1350
LMR Partners
United Kingdom
$1.33M +$1.33M +34,348 New
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