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Bank of America
BAC

Overview Fund Activity

2,768 hedge funds and large institutions have $254B invested in Bank of America in 2021 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,073 increasing their positions, 961 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,768
Holders Change
+285
Holders Change %
+11.48%
% of All Funds
42.75%
Holding in Top 10
161
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.83%
% of All Funds
2.49%
New
404
Increased
1,073
Reduced
961
Closed
76
Calls
$5.33B
Puts
$9.16B
Net Calls
-$3.83B
Net Calls Change
-$1.23B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$988M
2
Franklin Resources
Franklin Resources
California
+$322M
3
Renaissance Technologies
Renaissance Technologies
New York
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
5
Amundi
Amundi
France
+$153M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$981M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$820M
4
GQG Partners
GQG Partners
Florida
-$780M
5
Capital World Investors
Capital World Investors
California
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
1476
LMR Partners
United Kingdom
$1.27M +$1.27M +28,592 New
VWA
1477
Visionary Wealth Advisors
Illinois
$1.27M +$1.27M +28,535 New
FSA
1478
Fort Sheridan Advisors
Illinois
$1.27M +$64.9K +1,459 +5%
AWS
1479
Arkfeld Wealth Strategies
Nebraska
$1.26M -$2.51M -51,502 -67%
MWM
1480
Mattern Wealth Management
Kansas
$1.26M +$2.71K +61 +0.2%
CL
1481
CPWM LLC
Washington
$1.26M – – –
GWM
1482
Greenwich Wealth Management
Connecticut
$1.25M -$12.9K -290 -1%
BFA
1483
Bragg Financial Advisors
North Carolina
$1.25M – – –
CASB
1484
Cape Ann Savings Bank
Massachusetts
$1.25M +$107K +2,393 +9%
GP
1485
Geneva Partners
Wisconsin
$1.25M -$22.2K -500 -2%
CSPIA
1486
Cary Street Partners Investment Advisory
Virginia
$1.24M +$350K +7,858 +39%
AC
1487
Annandale Capital
Texas
$1.24M – – –
SWM
1488
Silverlake Wealth Management
Vermont
$1.24M +$1.24M +27,826 New
ACG
1489
Allen Capital Group
Nebraska
$1.24M +$58.4K +1,313 +5%
RBFC
1490
Roman Butler Fullerton & Co
Missouri
$1.23M -$18.5K -416 -1%
CCB
1491
Cutter & Co Brokerage
Missouri
$1.23M +$46.9K +1,053 +4%
LJAC
1492
L.J. Altfest & Co
New York
$1.23M -$43.8K -984 -3%
CCG
1493
Cypress Capital Group
Florida
$1.22M -$435K -9,788 -26%
HNWAG
1494
High Net Worth Advisory Group
Florida
$1.21M +$1.21M +27,294 New
AP
1495
Adero Partners
California
$1.21M -$311 -7 -0%
PCG
1496
Private Capital Group
Connecticut
$1.21M -$46.4K -1,043 -4%
PCM
1497
Potomac Capital Management
New York
$1.21M +$1.21M +27,080 New
RCC
1498
Red Cedar Capital
Nebraska
$1.2M – – –
FCFS
1499
First Command Financial Services
Texas
$1.2M +$25K +562 +2%
WWM
1500
Windsor Wealth Management
Indiana
$1.2M +$60.8K +1,267 +5%
58 59
60
61 62