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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 %
AIC
1776
Archer Investment Corporation
Indiana
$608K -$495 -12 -0.1%
FMN
1777
Financial Management Network
California
$607K -$58.4K -1,420 -9%
WFA
1778
Websterrogers Financial Advisors
South Carolina
$607K +$37 +1 +0%
SAM
1779
Strategy Asset Managers
California
$606K +$82 +2 +0%
AC
1780
AlphaCore Capital
California
$605K +$17.4K +421 +3%
NW
1781
NewEdge Wealth
Pennsylvania
$604K +$291K +7,047 +93%
FWSM
1782
First Wilshire Securities Management
California
$603K -$94.7K -2,296 -14%
FWM
1783
Fairhaven Wealth Management
Illinois
$603K +$21.5K +521 +4%
FFG
1784
Fortem Financial Group
California
$602K +$116K +2,819 +24%
Assenagon Asset Management
1785
Assenagon Asset Management
Luxembourg
$600K +$113K +2,739 +23%
BWA
1786
Brave Warrior Advisors
New York
$599K – – –
BFC
1787
Bedel Financial Consulting
Indiana
$599K +$101K +2,444 +20%
NG
1788
Northstar Group
New York
$598K +$11.4K +276 +2%
AFG
1789
Albion Financial Group
Utah
$597K +$597K +14,489 New
OPCM
1790
Osborne Partners Capital Management
California
$595K -$124K -3,013 -17%
RFN
1791
RDA Financial Network
Iowa
$595K -$577 -14 -0.1%
GAM
1792
Grandview Asset Management
Pennsylvania
$594K -$14.5K -352 -2%
BWM
1793
Baystate Wealth Management
Massachusetts
$592K +$13.8K +336 +2%
AWM
1794
Apollon Wealth Management
South Carolina
$591K +$27.1K +658 +5%
SP
1795
Successful Portfolios
Florida
$586K -$3.05K -74 -0.5%
FFG
1796
Frisch Financial Group
New York
$585K -$106K -2,569 -15%
BL
1797
Balentine LLC
Georgia
$582K +$279K +6,765 +92%
MHIC
1798
Marble Harbor Investment Counsel
Massachusetts
$581K – – –
WFAG
1799
Wescott Financial Advisory Group
Pennsylvania
$580K -$2.33K -61 -0.4%
HFA
1800
Hoover Financial Advisors
Pennsylvania
$580K +$94.1K +2,280 +19%
70 71
72
73 74