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Bank of America
BAC

Overview Fund Activity

2,768 hedge funds and large institutions have $254B invested in Bank of America in 2021 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,073 increasing their positions, 961 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,768
Holders Change
+285
Holders Change %
+11.48%
% of All Funds
42.75%
Holding in Top 10
161
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.83%
% of All Funds
2.49%
New
404
Increased
1,073
Reduced
961
Closed
76
Calls
$5.33B
Puts
$9.16B
Net Calls
-$3.83B
Net Calls Change
-$1.23B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$988M
2
Franklin Resources
Franklin Resources
California
+$322M
3
Renaissance Technologies
Renaissance Technologies
New York
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
5
Amundi
Amundi
France
+$153M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$981M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$820M
4
GQG Partners
GQG Partners
Florida
-$780M
5
Capital World Investors
Capital World Investors
California
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1851
Close Asset Management
United Kingdom
$676K -$222K -5,000 -25%
OWA
1852
One Wealth Advisors
California
$675K -$87K -1,956 -11%
NW
1853
NewEdge Wealth
Pennsylvania
$675K -$356 -8 -0.1%
SWM
1854
Segment Wealth Management
Texas
$675K +$227K +5,103 +51%
CPWA
1855
Cerro Pacific Wealth Advisors
California
$674K -$34.9K -785 -5%
CAM
1856
Cidel Asset Management
Ontario, Canada
$674K +$2.76K +62 +0.4%
OA
1857
Oxbow Advisors
Texas
$673K -$79K -1,775 -11%
SCM
1858
Southport Capital Management
Tennessee
$673K +$63.6K +1,430 +10%
AWP
1859
Abacus Wealth Partners
California
$672K -$5.78K -130 -0.9%
BIMC
1860
Benson Investment Management Company
Virginia
$671K – – –
GWA
1861
GGM Wealth Advisors
Maryland
$671K +$148 +3 +0%
KM
1862
Kalos Management
Georgia
$671K +$55.4K +1,182 +9%
CCC
1863
Chelsea Counsel Company
California
$668K – – –
MA
1864
MONECO Advisors
Connecticut
$668K +$24.9K +537 +4%
CIC
1865
Cornercap Investment Counsel
Georgia
$667K – – –
WFAG
1866
Wescott Financial Advisory Group
Pennsylvania
$666K -$27.3K -613 -4%
BCM
1867
Barometer Capital Management
Ontario, Canada
$664K – – –
RHAM
1868
Round Hill Asset Management
California
$662K -$3.34K -75 -0.5%
SSWM
1869
Sheets Smith Wealth Management
North Carolina
$662K -$356 -8 -0.1%
CCIA
1870
Cherry Creek Investment Advisors
Colorado
$659K – – –
AO
1871
Advisor OS
Illinois
$656K +$35.6K +799 +6%
FWM
1872
Fairhaven Wealth Management
Illinois
$651K +$44 +1 +0%
FNBOSM
1873
First National Bank of South Miami
Florida
$650K +$130K +2,912 +25%
KOCAA
1874
Knights of Columbus Asset Advisors
Connecticut
$649K +$220K +4,941 +51%
ACP
1875
Aviance Capital Partners
Florida
$648K -$9.34K -210 -1%
73 74
75
76 77