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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 %
PFWA
1801
Paces Ferry Wealth Advisors
Georgia
$552K -$155 -4 -0%
GWA
1802
GGM Wealth Advisors
Maryland
$552K +$121 +3 +0%
AC
1803
AlphaCore Capital
California
$551K +$39 +1 +0%
AWE
1804
Avidian Wealth Enterprises
Texas
$550K -$21.6K -558 -4%
DDC
1805
DF Dent & Co
Maryland
$550K -$9.67K -250 -2%
NG
1806
Northstar Group
New York
$550K -$9.09K -235 -2%
PHS
1807
Pekin Hardy Strauss
Illinois
$550K +$38.7K +1,000 +8%
MFG
1808
Menard Financial Group
Texas
$549K -$20.5K -529 -4%
MCA
1809
Mercer Capital Advisers
New Jersey
$548K +$19.8K +511 +4%
MHIC
1810
Marble Harbor Investment Counsel
Massachusetts
$546K
FWM
1811
Fairhaven Wealth Management
Illinois
$546K +$39 +1 +0%
CG
1812
Clarus Group
Texas
$546K +$1.04K +26 +0.2%
PB
1813
Pinnacle Bancorp
Nebraska
$545K +$18.4K +475 +3%
KFI
1814
Key Financial Inc
Pennsylvania
$545K +$102K +2,635 +23%
BWM
1815
Baystate Wealth Management
Massachusetts
$543K +$2.05K +53 +0.4%
AIM
1816
Allen Investment Management
New York
$542K
TNAM
1817
Terra Nova Asset Management
New York
$542K
HC
1818
Hoese & Co
Minnesota
$541K
DWM
1819
Defined Wealth Management
Oregon
$540K
PFSC
1820
Peoples Financial Services Corp
Pennsylvania
$540K +$23.2K +600 +4%
MWM
1821
Minot Wealth Management
Massachusetts
$538K +$21.4K +554 +4%
CF
1822
Clarity Financial
Texas
$538K +$538K +13,896 New
GFS
1823
GYL Financial Synergies
Connecticut
$532K +$736 +19 +0.1%
EP
1824
Edgestream Partners
New Jersey
$531K +$531K +13,712 New
LNWTC
1825
Laird Norton Wetherby Trust Company
Washington
$530K +$11.9K +392 +2%