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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 %
SWM
1901
Segment Wealth Management
Texas
$473K – – –
CCT
1902
Capital City Trust
Florida
$472K -$32.2K -782 -6%
HAS
1903
HBW Advisory Services
California
$471K -$8.46K -205 -2%
NFG
1904
Nations Financial Group
Iowa
$470K +$210K +5,093 +81%
TIA
1905
Traphagen Investment Advisors
New Jersey
$469K -$79.5K -1,927 -14%
PP
1906
PDS Planning
Ohio
$468K +$24.7K +598 +6%
RFO
1907
RiverGlades Family Offices
Florida
$466K -$41.2K -1,000 -8%
BSB
1908
Bangor Savings Bank
Maine
$466K +$2.6K +63 +0.6%
GC
1909
Gratus Capital
Georgia
$466K +$8.94K +217 +2%
BEAM
1910
Baker Ellis Asset Management
Washington
$465K -$16.5K -400 -3%
RPG
1911
Resource Planning Group
Georgia
$464K +$28.8K +699 +7%
SIC
1912
Sigma Investment Counselors
Michigan
$463K +$3.75K +91 +0.8%
CRWM
1913
Castle Rock Wealth Management
California
$462K -$20.1K -485 -4%
LA
1914
LVW Advisors
New York
$459K -$69.2K -1,678 -13%
PFA
1915
Pure Financial Advisors
California
$458K -$7.99K -194 -2%
MCM
1916
Monument Capital Management
Virginia
$457K +$457K +11,093 New
SAM
1917
Smithbridge Asset Management
Pennsylvania
$456K +$20.6K +500 +5%
SIM
1918
Sonora Investment Management
Arizona
$456K +$145K +3,527 +47%
RCM
1919
Requisite Capital Management
Texas
$455K -$82.5K -2,000 -15%
HWMA
1920
Heritage Wealth Management (Arizona)
Arizona
$455K -$47.7K -1,157 -9%
MCP
1921
Mirador Capital Partners
California
$455K +$19.9K +484 +5%
FNBOSM
1922
First National Bank of South Miami
Florida
$451K +$22.5K +546 +5%
SICM
1923
Sustainable Insight Capital Management
New York
$449K +$24.7K +600 +6%
VNA
1924
Valley National Advisers
Pennsylvania
$449K +$63.9K +1,552 +17%
FWM
1925
FFT Wealth Management
Pennsylvania
$449K +$449K +10,898 New
75 76
77
78 79