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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 %
MCA
1801
Mercer Capital Advisers
New Jersey
$579K -$5.11K -124 -0.9%
C
1802
Certuity
Florida
$579K +$45.9K +1,113 +9%
TNAM
1803
Terra Nova Asset Management
New York
$577K – – –
HC
1804
Hoese & Co
Minnesota
$577K – – –
DWM
1805
Defined Wealth Management
Oregon
$575K – – –
DDC
1806
DF Dent & Co
Maryland
$574K -$12.4K -300 -2%
FBFS
1807
First Business Financial Services
Wisconsin
$574K +$103K +2,495 +22%
CFO
1808
CVA Family Office
Colorado
$572K +$149K +3,610 +35%
PFWA
1809
Paces Ferry Wealth Advisors
Georgia
$571K -$17.9K -434 -3%
PWMG
1810
Pinnacle Wealth Management Group
Michigan
$570K +$570K +13,830 New
VC
1811
Veracity Capital
Georgia
$568K -$6.1M -147,912 -91%
SAF
1812
Smith Anglin Financial
Texas
$568K +$32.4K +787 +6%
FNBOH
1813
First National Bank of Hutchinson
Kansas
$566K -$141K -3,420 -20%
TA
1814
TrueWealth Advisors
Alabama
$566K – – –
VHAM
1815
Van Hulzen Asset Management
California
$564K -$37.1K -900 -6%
GFS
1816
GYL Financial Synergies
Connecticut
$564K -$2.52K -61 -0.4%
LNB
1817
Ledyard National Bank
$562K +$46.2K +1,121 +9%
DAM
1818
Doheny Asset Management
California
$561K +$561K +13,600 New
SFG
1819
SNS Financial Group
Minnesota
$559K +$5.98K +145 +1%
AO
1820
Advisor OS
Illinois
$557K +$298K +7,217 +115%
TAM
1821
Townsend Asset Management
North Carolina
$556K +$35.7K +866 +7%
KFI
1822
Key Financial Inc
Pennsylvania
$554K +$13.4K +350 +2%
CAM
1823
Campion Asset Management
Virginia
$550K -$3.3K -80 -0.6%
SFS
1824
Summit Financial Strategies
Ohio
$550K +$23.5K +570 +4%
P
1825
&Partners
Tennessee
$550K +$129K +3,137 +31%
71 72
73
74 75