BAC icon

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 %
HA
1876
HYA Advisors
Missouri
$647K -$78.3K -1,759 -11%
BWA
1877
Brave Warrior Advisors
New York
$647K – – –
WW
1878
Westshore Wealth
California
$647K +$285K +6,395 +79%
FWSM
1879
First Wilshire Securities Management
California
$646K -$26.7K -600 -4%
RFN
1880
RDA Financial Network
Iowa
$646K +$5.34K +120 +0.8%
TPWM
1881
Twelve Points Wealth Management
Massachusetts
$646K +$646K +14,526 New
CIC
1882
Crawford Investment Counsel
Georgia
$645K -$124K -2,790 -16%
AIC
1883
Archer Investment Corporation
Indiana
$645K +$89 +2 +0%
MPIA
1884
Mountain Pacific Investment Advisers
Idaho
$644K -$6.63K -149 -1%
EBT
1885
Enterprise Bank & Trust
Massachusetts
$643K -$19.1K -430 -3%
KFI
1886
Key Financial Inc
Pennsylvania
$643K – – –
SOW
1887
State of Wyoming
Wyoming
$643K +$41.5K +933 +7%
TNAM
1888
Terra Nova Asset Management
New York
$641K +$4.5K +101 +0.7%
EWA
1889
EverSource Wealth Advisors
Alabama
$641K +$641K +14,417 New
VCM
1890
Virtue Capital Management
Tennessee
$638K -$28.7K -646 -4%
RCA
1891
Ranch Capital Advisors
Florida
$638K +$9.35K +210 +1%
BRC
1892
Bell Rock Capital
Delaware
$637K +$637K +13,269 New
EWM
1893
Evermay Wealth Management
Virginia
$635K – – –
ORC
1894
O'Rourke & Company
Massachusetts
$634K +$634K +14,245 New
ISWM
1895
Independent Solutions Wealth Management
New York
$634K -$17.4K -390 -3%
DS
1896
DRW Securities
Illinois
$633K +$133K +2,987 +27%
AHC
1897
Adell Harriman & Carpenter
Texas
$630K +$1.91K +43 +0.3%
CP
1898
CenterBook Partners
Connecticut
$628K +$628K +14,121 New
BIA
1899
Barry Investment Advisors
Massachusetts
$626K -$77.3K -1,737 -11%
AFP
1900
Ausdal Financial Partners
Iowa
$625K -$27.5K -617 -4%
74 75
76
77 78