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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 %
DBT
1476
Dubuque Bank & Trust
Iowa
$1.02M +$89.2K +2,306 +10%
SBSB
1477
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.02M -$26.1K -674 -3%
MWM
1478
Mattern Wealth Management
Kansas
$1.01M +$1.01M +26,201 New
HC
1479
HNP Capital
New York
$1.01M -$7.74K -200 -0.8%
LIM
1480
Lathrop Investment Management
Arkansas
$1.01M – – –
GCA
1481
Gradient Capital Advisors
California
$1.01M +$2.32K +60 +0.2%
RFM
1482
Royal Fund Management
Florida
$1.01M +$743K +19,196 +277%
TWP
1483
Tempus Wealth Planning
California
$1.01M +$812 +21 +0.1%
RPC
1484
Rossmore Private Capital
Connecticut
$1.01M +$57.5K +1,485 +6%
AP
1485
Adero Partners
California
$1.01M +$1.01M +25,983 New
BFA
1486
Bragg Financial Advisors
North Carolina
$1M +$59.7K +1,544 +6%
CCB
1487
Cutter & Co Brokerage
Missouri
$1M -$15K -388 -1%
VRM
1488
Vectors Research Management
New York
$1M -$19.3K -500 -2%
LBC
1489
Lowe Brockenbrough & Co
Virginia
$1M – – –
BWAM
1490
Boyd Watterson Asset Management
Ohio
$1M +$226K +5,835 +29%
GC
1491
GFG Capital
Florida
$999K -$5.81M -150,129 -85%
CRC
1492
Curi RMB Capital
Illinois
$999K -$10.8K -279 -1%
OPA
1493
Old Port Advisors
Maine
$999K +$47.4K +1,225 +5%
SCA
1494
Sippican Capital Advisors
Massachusetts
$996K -$1.78K -46 -0.2%
BOPW
1495
Brandywine Oak Private Wealth
Pennsylvania
$991K -$40.1K -1,037 -4%
IWA
1496
Inspirion Wealth Advisors
Illinois
$990K -$5.15K -133 -0.5%
CAM
1497
Cubic Asset Management
Massachusetts
$989K – – –
EWM
1498
Empirical Wealth Management
Washington
$984K -$355K -9,168 -26%
ACG
1499
Allen Capital Group
Nebraska
$984K -$10.1K -262 -1%
CCA
1500
Childress Capital Advisors
Texas
$977K +$436K +11,278 +81%
58 59
60
61 62