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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 %
BPFA
1926
Barnes Pettey Financial Advisors
Mississippi
$600K +$600K +13,487 New
HI
1927
Harbour Investments
Wisconsin
$599K -$2.7M -60,580 -82%
AC
1928
AlphaCore Capital
California
$598K -$18.7K -420 -3%
CWS
1929
Cypress Wealth Services
California
$598K -$6.28K -141 -1%
NFG
1930
Nadler Financial Group
Illinois
$598K +$579 +13 +0.1%
RP
1931
Rice Partnership
Hawaii
$598K +$35.6K +800 +6%
TCM
1932
Towercrest Capital Management
Pennsylvania
$597K +$3.25K +73 +0.5%
AP
1933
Atwood & Palmer
Missouri
$597K +$8.99K +202 +2%
GM
1934
GeoWealth Management
Illinois
$596K +$3.52K +79 +0.6%
BT
1935
Brandywine Trust
Delaware
$593K – – –
SWM
1936
SFG Wealth Management
Maryland
$593K +$593K +13,337 New
SFG
1937
SNS Financial Group
Minnesota
$591K -$5.87K -132 -1%
IF
1938
Integrity Financial
Wyoming
$591K +$591K +13,280 New
AWM
1939
Aprio Wealth Management
Georgia
$590K -$24.5K -550 -4%
PPP
1940
Private Portfolio Partners
New Jersey
$589K +$1.78K +40 +0.3%
UFA
1941
US Financial Advisors
Massachusetts
$587K – – –
EA
1942
Emerald Advisors
Washington
$586K -$154K -3,462 -21%
KA
1943
Kercheville Advisors
Texas
$585K -$10.9K -245 -2%
FFG
1944
Frisch Financial Group
New York
$585K +$662 +15 +0.1%
BLC
1945
Brown, Lisle/Cummings
Rhode Island
$581K +$581K +13,067 New
BSB
1946
Bangor Savings Bank
Maine
$581K – – –
FPS
1947
Fieldpoint Private Securities
Connecticut
$579K +$10.5K +235 +2%
CC
1948
Chicago Capital
Illinois
$579K +$17.8K +400 +3%
AFG
1949
Albion Financial Group
Utah
$578K -$66.7K -1,499 -10%
DAM
1950
Deltec Asset Management
New York
$578K – – –
76 77
78
79 80