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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 %
VAFP
1601
Vahanian & Associates Financial Planning
New York
$997K +$997K +22,401 New
LNWTC
1602
Laird Norton Wetherby Trust Company
Washington
$996K +$244K +5,489 +32%
GPA
1603
Garrison Point Advisors
California
$995K – – –
NL
1604
Navalign LLC
California
$994K -$20.8K -468 -2%
WDA
1605
Wendell David Associates
New Hampshire
$993K – – –
RA
1606
RFG Advisory
Alabama
$993K +$285K +6,397 +40%
GWS
1607
Glassman Wealth Services
Virginia
$992K +$115K +2,582 +13%
QC
1608
Quent Capital
New York
$989K +$989K +22,224 New
HI
1609
Horizon Investments
North Carolina
$986K -$4.64M -104,249 -82%
FFA
1610
Freedman Financial Associates
Massachusetts
$985K – – –
LIM
1611
Leavell Investment Management
Alabama
$985K +$8.89K +200 +0.9%
SFI
1612
SPC Financial Inc
Maryland
$984K +$22.2K +498 +2%
WFI
1613
West Family Investments
California
$983K -$85.9K -1,930 -8%
CWM
1614
Cahaba Wealth Management
Georgia
$983K +$7.61K +171 +0.8%
CPC
1615
Cookson Peirce & Co
Pennsylvania
$980K -$79K -1,776 -7%
WPC
1616
Wedmont Private Capital
Pennsylvania
$979K +$979K +20,080 New
PWMG
1617
Prestige Wealth Management Group
New Jersey
$975K -$48.2K -1,083 -5%
PIM
1618
Perpetual Investment Management
Australia
$974K -$151K -3,400 -13%
HAM
1619
Hedges Asset Management
Nevada
$974K +$974K +21,900 New
DHGWA
1620
Dixon Hughes Goodman Wealth Advisors
North Carolina
$973K +$973K +21,869 New
BFA
1621
Beacon Financial Advisory
Ohio
$971K +$5.34K +120 +0.6%
CAM
1622
Covenant Asset Management
New Jersey
$969K – – –
GLLW
1623
Graves Light Lenhart Wealth
Virginia
$968K +$34K +763 +4%
LAM
1624
L2 Asset Management
Massachusetts
$967K +$967K +21,742 New
BWA
1625
Blodgett Wealth Advisors
California
$966K +$966K +21,720 New
63 64
65
66 67