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Bank of America
BAC

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.28B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$1.21B
3
State Street
State Street
Massachusetts
+$616M
4
Capital International Investors
Capital International Investors
California
+$426M
5
Invesco
Invesco
Georgia
+$336M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.16B
2
Franklin Resources
Franklin Resources
California
-$475M
3
AAMU
Amundi Asset Management US
Massachusetts
-$372M
4
Two Sigma Investments
Two Sigma Investments
New York
-$266M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1851
Requisite Capital Management
Texas
$504K +$77.3K +2,000 +18%
SAF
1852
Smith Anglin Financial
Texas
$503K +$9.02K +233 +2%
MWPCG
1853
Measured Wealth Private Client Group
New Hampshire
$503K +$165K +4,257 +49%
BFPW
1854
BOK Financial Private Wealth
Colorado
$503K +$225K +5,825 +81%
CNB
1855
Camden National Bank
Maine
$502K +$54.7K +1,416 +12%
CNC
1856
Camden National Corporation
Maine
$502K +$502K +12,984 New
C
1857
Certuity
Florida
$500K +$91.2K +2,359 +22%
LCM
1858
LVM Capital Management
Michigan
$498K -$34.9K -901 -7%
LA
1859
LVW Advisors
New York
$496K -$31K -802 -6%
SFS
1860
Summit Financial Strategies
Ohio
$494K -$8.63K -223 -2%
TFF
1861
The Family Firm
Maryland
$493K +$2.09K +54 +0.4%
NFG
1862
Nadler Financial Group
Illinois
$492K +$14.5K +374 +3%
MSA
1863
Marino Stram & Associates
Massachusetts
$490K +$1.16K +30 +0.2%
HFA
1864
Hoover Financial Advisors
Pennsylvania
$490K +$4.99K +120 +1%
CC
1865
Chicago Capital
Illinois
$488K – – –
TAM
1866
Townsend Asset Management
North Carolina
$488K +$657 +17 +0.1%
FNBOMD
1867
First National Bank of Mount Dora
Florida
$488K +$24.2K +625 +5%
LF
1868
Lantz Financial
Illinois
$487K – – –
RP
1869
Rice Partnership
Hawaii
$484K -$30.8K -796 -6%
LNB
1870
Ledyard National Bank
$484K -$3.56K -92 -0.7%
BDFN
1871
Bond & Devick Financial Network
Minnesota
$484K +$2.32K +60 +0.5%
RC
1872
Rinet Company
Massachusetts
$484K +$484K +12,514 New
GAM
1873
Gemmer Asset Management
California
$481K +$387 +10 +0.1%
CI
1874
CX Institutional
Indiana
$480K -$3.49M -90,263 -88%
JSC
1875
Jackson Square Capital
California
$480K +$187K +4,830 +64%
73 74
75
76 77