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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 %
PG
1401
Proffitt & Goodson
Tennessee
$1.2M -$83.3K -2,153 -6%
FNBOO
1402
First National Bank of Omaha
Nebraska
$1.19M -$1.1M -28,500 -48%
OAM
1403
Optimal Asset Management
California
$1.19M +$337K +8,700 +39%
CWA
1404
Clearview Wealth Advisors
Oregon
$1.19M -$116 -3 -0%
CWA
1405
Canvas Wealth Advisors
Kansas
$1.19M +$1.19M +29,646 New
XSC
1406
X-Square Capital
Puerto Rico
$1.18M -$774 -20 -0.1%
AAM
1407
Augustine Asset Management
Florida
$1.18M -$74.4K -1,923 -6%
CL
1408
CPWM LLC
Washington
$1.18M +$42.1K +1,089 +4%
SC
1409
Shay Capital
New York
$1.18M +$1.18M +30,575 New
CWP
1410
Curated Wealth Partners
California
$1.18M +$98.9K +2,550 +9%
OCM
1411
Orion Capital Management
California
$1.18M +$38.7K +1,000 +3%
SAM
1412
Sawgrass Asset Management
Florida
$1.18M -$18K -466 -2%
MCM
1413
Mitchell Capital Management
Kansas
$1.17M +$78.2K +2,022 +7%
SWK
1414
Stephen W. Kidder
$1.16M – – –
VFM
1415
Viking Fund Management
North Dakota
$1.16M – – –
SI
1416
Symmetry Investments
Jersey
$1.16M +$1.16M +30,000 New
PI
1417
Parkside Investments
Illinois
$1.16M – – –
AOWM
1418
Alpha Omega Wealth Management
Virginia
$1.15M -$13.5K -348 -1%
LJAC
1419
L.J. Altfest & Co
New York
$1.15M -$26.2K -678 -2%
NB
1420
NBT Bank
New York
$1.15M -$29K -750 -2%
OIA
1421
Optimum Investment Advisors
Illinois
$1.15M – – –
PBO
1422
Peoples Bank (Ohio)
Ohio
$1.15M +$197K +5,081 +21%
SOAMC
1423
Spirit of America Management Corp
New York
$1.15M – – –
STA
1424
Summit Trail Advisors
New York
$1.14M -$42.1K -1,088 -4%
BIAS
1425
Beacon Investment Advisory Services
New Jersey
$1.14M +$148K +3,826 +15%
55 56
57
58 59