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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 %
FFA
1401
Founders Financial Alliance
North Carolina
$1.24M +$21.6K +525 +2%
OIM
1402
Oder Investment Management
California
$1.23M -$65K -1,577 -5%
AOWM
1403
Alpha Omega Wealth Management
Virginia
$1.23M +$1.61K +39 +0.1%
UWPG
1404
Ullmann Wealth Partners Group
Florida
$1.23M -$55.5K -1,345 -4%
SOAMC
1405
Spirit of America Management Corp
New York
$1.22M – – –
Voloridge Investment Management
1406
Voloridge Investment Management
Florida
$1.22M +$1.22M +29,549 New
HBT
1407
Heartland Bank & Trust
Illinois
$1.22M -$134K -3,262 -10%
APP
1408
Avantax Planning Partners
Iowa
$1.22M +$228K +5,520 +23%
5L
1409
55I LLC
Massachusetts
$1.22M +$520K +12,624 +75%
SIA
1410
Strategic Investment Advisors
Michigan
$1.21M +$399K +9,691 +49%
ARMC
1411
American Research & Management Company
Massachusetts
$1.21M – – –
LJAC
1412
L.J. Altfest & Co
New York
$1.21M -$20.7K -502 -2%
TAIM
1413
TD Ameritrade Investment Management
Nebraska
$1.21M +$31.6K +767 +3%
OIA
1414
Optimum Investment Advisors
Illinois
$1.2M -$28.9K -700 -2%
PCG
1415
Private Capital Group
Connecticut
$1.2M +$46.2K +1,120 +4%
DBT
1416
Dubuque Bank & Trust
Iowa
$1.2M +$112K +2,716 +10%
FNBOO
1417
First National Bank of Omaha
Nebraska
$1.19M – – –
ZB
1418
Zions Bancorporation
Utah
$1.19M +$78.7K +1,909 +7%
OPPTF
1419
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.19M +$1.19M +28,863 New
FCMC
1420
Founders Capital Management (Connecticut)
Connecticut
$1.19M +$26.2K +635 +2%
BFO
1421
Biltmore Family Office
North Carolina
$1.19M +$124 +3 +0%
GA
1422
GoalVest Advisory
New York
$1.19M +$280K +6,794 +31%
WA
1423
Wealth Architects
California
$1.19M -$19.5K -474 -2%
WI
1424
WrapManager Inc
California
$1.18M -$249K -6,039 -17%
STA
1425
Summit Trail Advisors
New York
$1.18M -$38.5K -934 -3%
55 56
57
58 59