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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 %
MMHP
1501
Murphy Middleton Hinkle & Parker
Georgia
$1.01M -$106K -2,574 -9%
PCH
1502
PGIM Custom Harvest
New Jersey
$1.01M +$15.6K +377 +2%
PCS
1503
Personal CFO Solutions
New Jersey
$1.01M +$133K +3,228 +15%
SFO
1504
Standard Family Office
South Dakota
$1M – – –
GJIC
1505
Gamble Jones Investment Counsel
California
$999K – – –
EN1L
1506
Engine No 1 LLC
California
$994K +$994K +24,102 New
AWA
1507
ARS Wealth Advisors
Florida
$991K +$536 +13 +0.1%
MWM
1508
Minot Wealth Management
Massachusetts
$988K +$434K +10,891 +78%
STB
1509
S&T Bank
Pennsylvania
$987K -$16.5K -400 -2%
KLC
1510
Knowledge Leaders Capital
Colorado
$987K +$987K +23,940 New
DWM
1511
Dorchester Wealth Management
Quebec, Canada
$981K -$25.9K -628 -3%
FPCM
1512
Financial Partners Capital Management
New York
$980K -$41.2K -1,000 -4%
SW
1513
SlateStone Wealth
Florida
$977K -$15.8K -384 -2%
WWM
1514
Windsor Wealth Management
Indiana
$973K +$4.41K +107 +0.5%
SIM
1515
SSI Investment Management
California
$968K -$2.72K -66 -0.3%
FNBSF
1516
First National Bank Sioux Falls
South Dakota
$968K +$108K +2,615 +13%
JSC
1517
Jackson Square Capital
California
$967K +$456K +11,049 +89%
WW
1518
Waterfront Wealth
Kansas
$965K +$2.31K +56 +0.2%
MA
1519
MCF Advisors
Kentucky
$964K – – –
PA
1520
PFG Advisors
Arizona
$963K +$72.3K +1,754 +8%
AA
1521
Advisory Alpha
Michigan
$960K +$173K +4,209 +22%
CWP
1522
Capital Wealth Planning
Florida
$956K – – –
CPC
1523
Cookson Peirce & Co
Pennsylvania
$956K +$956K +23,179 New
PA
1524
Procyon Advisors
Connecticut
$954K +$49.2K +1,193 +5%
HPWM
1525
Highland Private Wealth Management
Washington
$952K +$28.4K +688 +3%
59 60
61
62 63