BAC icon

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 %
DCM
1651
Donaldson Capital Management
Indiana
$753K +$51.3K +1,245 +7%
CPA
1652
Capital Planning Advisors
California
$752K -$1.07K -26 -0.1%
RCG
1653
Rock Creek Group
District of Columbia
$750K +$208K +5,040 +38%
CPC
1654
Congress Park Capital
New York
$746K – – –
DWM
1655
Destination Wealth Management
California
$746K +$143K +3,482 +24%
AFAS
1656
Acorn Financial Advisory Services
Virginia
$744K -$622K -15,085 -46%
CIR
1657
Clear Investment Research
Georgia
$742K – – –
WA
1658
WealthTrust Axiom
Pennsylvania
$740K -$24.7K -600 -3%
RA
1659
RFG Advisory
Alabama
$733K -$58.3K -1,415 -7%
WC
1660
Westhampton Capital
North Carolina
$732K – – –
ICM
1661
IMS Capital Management
Oregon
$731K +$18.6K +451 +3%
BWCS
1662
Beirne Wealth Consulting Services
Connecticut
$728K +$369 +9 +0.1%
KFP
1663
KMG Fiduciary Partners
Ohio
$728K +$66.1K +1,603 +10%
BFPW
1664
BOK Financial Private Wealth
Colorado
$728K +$192K +4,645 +36%
WA
1665
Wealthstar Advisors
Texas
$727K +$727K +17,636 New
SCI
1666
Stableford Capital II
Arizona
$726K +$4.41K +107 +0.6%
MFG
1667
Magnus Financial Group
New York
$726K +$9.23K +224 +1%
SCM
1668
Southport Capital Management
Tennessee
$724K -$1.2K -29 -0.2%
RA
1669
Riversedge Advisors
Delaware
$723K +$327K +7,929 +83%
BCM
1670
Brasada Capital Management
Texas
$722K -$103K -2,500 -13%
DE
1671
Day & Ennis
Georgia
$721K – – –
MS
1672
Madden Securities
Texas
$718K +$41 +1 +0%
MFG
1673
Menard Financial Group
Texas
$718K +$133K +3,220 +23%
XF
1674
XML Financial
Maryland
$716K -$31.3K -759 -4%
LPIC
1675
LeJeune Puetz Investment Counsel
Michigan
$715K – – –
65 66
67
68 69