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 %
MWPCG
1751
Measured Wealth Private Client Group
New Hampshire
$630K +$94.2K +2,284 +18%
BSI
1752
Bennett Selby Investments
Maine
$629K +$10.3K +250 +2%
IBOK
1753
Independence Bank of Kentucky
Kentucky
$626K -$32K -775 -5%
RHAM
1754
Round Hill Asset Management
California
$625K – – –
SC
1755
Sawyer & Company
Massachusetts
$623K -$102K -2,474 -14%
CF
1756
Copperwynd Financial
Arizona
$623K -$5.49K -133 -0.9%
LNWTC
1757
Laird Norton Wetherby Trust Company
Washington
$622K -$94.7K -2,301 -13%
AIP
1758
Almanack Investment Partners
Pennsylvania
$622K -$8.09K -196 -1%
BIMC
1759
Benson Investment Management Company
Virginia
$622K – – –
CAM
1760
Cidel Asset Management
Ontario, Canada
$620K +$2.39K +58 +0.4%
CCC
1761
Chelsea Counsel Company
California
$619K – – –
CIC
1762
Cornercap Investment Counsel
Georgia
$618K -$124K -3,000 -17%
CCIA
1763
Cherry Creek Investment Advisors
Colorado
$616K +$616K +14,937 New
EWM
1764
Evermay Wealth Management
Virginia
$615K +$6.19K +150 +1%
PB
1765
Pinnacle Bancorp
Nebraska
$615K +$35K +850 +6%
CS
1766
Capital Square
Tennessee
$615K +$34K +885 +6%
EBT
1767
Enterprise Bank & Trust
Massachusetts
$614K -$27.2K -660 -4%
KCPG
1768
Kavar Capital Partners Group
Kansas
$614K – – –
VWM
1769
Venturi Wealth Management
Texas
$614K +$866 +21 +0.1%
WAS
1770
WESPAC Advisors SoCal
California
$612K -$590K -14,308 -49%
CPIG
1771
Chicago Partners Investment Group
Illinois
$612K +$37.3K +980 +6%
KCM
1772
Kanawha Capital Management
Virginia
$610K -$86.5K -2,100 -12%
GM
1773
GeoWealth Management
Illinois
$610K +$69.8K +1,694 +13%
IWA
1774
Intercontinental Wealth Advisors
Texas
$609K -$91.2K -2,212 -13%
WAM
1775
Wakefield Asset Management
Colorado
$609K +$5.12K +124 +0.8%
69 70
71
72 73