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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 %
MW
1426
Marcum Wealth
Ohio
$1.14M +$364K +9,418 +47%
ARMC
1427
American Research & Management Company
Massachusetts
$1.13M -$38.7K -1,000 -3%
KF
1428
Krilogy Financial
Missouri
$1.13M +$50.3K +1,299 +5%
WA
1429
Wealth Architects
California
$1.13M -$8.67K -224 -0.8%
FCFS
1430
First Command Financial Services
Texas
$1.13M +$15.5K +401 +1%
FCB
1431
First Command Bank
Texas
$1.13M +$15.5K +401 +1%
WAS
1432
WESPAC Advisors SoCal
California
$1.13M -$38.7K -1,000 -3%
EB
1433
Eastern Bank
Massachusetts
$1.13M -$41.6K -1,076 -4%
AWM
1434
Altavista Wealth Management
North Carolina
$1.13M +$14.6K +376 +1%
BFO
1435
Biltmore Family Office
North Carolina
$1.12M -$764K -19,733 -41%
AB
1436
Atlas Brown
Kentucky
$1.11M +$26.8K +692 +2%
WPW
1437
Waldron Private Wealth
Pennsylvania
$1.11M -$1.82K -47 -0.2%
GWM
1438
Greenwich Wealth Management
Connecticut
$1.11M -$46.6K -1,203 -4%
MWM
1439
Mission Wealth Management
California
$1.11M +$73.2K +1,891 +7%
SSA
1440
Schonfeld Strategic Advisors
New York
$1.11M -$55.4M -1,433,018 -98%
ECU
1441
Eisler Capital (UK)
United Kingdom
$1.11M +$1.11M +28,633 New
WA
1442
Wealth Alliance
New York
$1.11M -$28.3K -730 -2%
TFA
1443
Toth Financial Advisory
Virginia
$1.11M +$585K +15,129 +112%
PWM
1444
PBMares Wealth Management
Virginia
$1.1M -$51K -1,318 -4%
FCMC
1445
Founders Capital Management (Connecticut)
Connecticut
$1.09M +$36.6K +945 +3%
PP
1446
Patron Partners
Texas
$1.08M +$13.4K +347 +1%
PMFA
1447
Plante Moran Financial Advisors
Michigan
$1.08M +$851K +21,982 +364%
WSCM
1448
Wellington Shields Capital Management
New York
$1.08M +$12.6K +325 +1%
WCM
1449
Weik Capital Management
Pennsylvania
$1.08M – – –
OWP
1450
Obermeyer Wealth Partners
Colorado
$1.08M -$34.5M -892,351 -97%
56 57
58
59 60