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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 %
CNB
1901
Camden National Bank
Maine
$625K -$6.9K -155 -1%
NG
1902
Northstar Group
New York
$623K +$6.76K +152 +1%
DWM
1903
Defined Wealth Management
Oregon
$621K – – –
DWM
1904
Doyle Wealth Management
Florida
$619K +$5.16K +116 +0.8%
TCM
1905
Tradewinds Capital Management
Washington
$617K +$61.8K +1,389 +11%
CFO
1906
CVA Family Office
Colorado
$617K +$349K +7,845 +130%
PL
1907
Pluribus Labs
California
$617K +$617K +13,875 New
SP
1908
Successful Portfolios
Florida
$615K -$3.12K -70 -0.5%
FMB
1909
Field & Main Bank
Kentucky
$615K +$34.7K +780 +6%
RZH
1910
Relyea Zuckerberg Hanson
Connecticut
$615K +$70.3K +1,565 +13%
WB
1911
West Bancorporation
Iowa
$615K +$615K +13,833 New
AIA
1912
Angeles Investment Advisors
California
$614K +$68.3K +1,535 +13%
NJBEST
1913
New Jersey Better Educational Savings Trust
New Jersey
$612K -$90.3K -2,030 -13%
TA
1914
TrueWealth Advisors
Alabama
$612K -$10.1K -228 -2%
CPSC
1915
Carl P. Sherr & Co
Massachusetts
$612K +$612K +13,761 New
RRCM
1916
Rappaport Reiches Capital Management
Illinois
$607K -$712 -16 -0.1%
CI
1917
CPR Investments
Michigan
$606K +$606K +13,624 New
GCA
1918
Guardian Capital Advisors
Ontario, Canada
$605K +$17.1K +350 +3%
OCM
1919
Orleans Capital Management
Louisiana
$605K +$28.3K +637 +5%
SAM
1920
Synergy Asset Management
Washington
$605K +$47.3K +1,063 +8%
LCM
1921
Lattice Capital Management
Washington
$605K +$605K +13,589 New
PP
1922
PDS Planning
Ohio
$602K +$43.3K +973 +8%
KWM
1923
Kolinsky Wealth Management
New Jersey
$602K +$602K +13,532 New
MPI
1924
Mairs & Power Inc
Minnesota
$601K +$7.16K +161 +1%
OWP
1925
Obermeyer Wealth Partners
Colorado
$600K -$11.4K -256 -2%
75 76
77
78 79