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Bank of America

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
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
1751
Sheets Smith Wealth Management
North Carolina
$611K +$14.5K +375 +2%
HIC
1752
Harvey Investment Company
Kentucky
$607K
DAM
1753
Delta Asset Management
Tennessee
$606K +$194 +5 +0%
PCM
1754
Pointe Capital Management
Michigan
$604K -$35.4K -914 -6%
CS
1755
Capital Square
Tennessee
$604K +$200 +5 +0%
EBT
1756
Enterprise Bank & Trust
Massachusetts
$602K -$45.1K -1,166 -7%
VC
1757
Vicus Capital
Pennsylvania
$600K +$6.65K +172 +1%
Cohen & Steers
1758
Cohen & Steers
New York
$599K -$60.8K -1,570 -9%
SB
1759
Sunflower Bank
Texas
$598K +$17.8K +461 +3%
SCM
1760
Spreng Capital Management
Ohio
$597K
AWP
1761
Ascent Wealth Partners
New York
$596K +$6.58K +170 +1%
PIA
1762
Perennial Investment Advisors
California
$596K +$78.9K +2,039 +15%
CPIG
1763
Chicago Partners Investment Group
Illinois
$594K +$27.9K +707 +5%
KP
1764
Keel Point
Alabama
$593K -$187K -4,828 -24%
LFA
1765
Landmark Financial Advisors
Kentucky
$592K -$54K -1,395 -8%
AIP
1766
Almanack Investment Partners
Pennsylvania
$591K -$70K -1,809 -11%
WFAG
1767
Wescott Financial Advisory Group
Pennsylvania
$591K +$4.33K +112 +0.7%
CF
1768
Copperwynd Financial
Arizona
$589K -$5.07K -131 -0.9%
WPA
1769
West Paces Advisors
Georgia
$587K -$8.36K -216 -1%
RHAM
1770
Round Hill Asset Management
California
$587K
NFSG
1771
Newbridge Financial Services Group
Florida
$587K +$308K +7,967 +111%
ADMI
1772
Albert D. Mason Inc
Massachusetts
$586K +$5.42K +140 +0.9%
BIMC
1773
Benson Investment Management Company
Virginia
$583K
KWA
1774
KCS Wealth Advisory
California
$582K -$436K -11,269 -43%
CCC
1775
Chelsea Counsel Company
California
$581K