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Bank of America
BAC

Overview Fund Activity

2,466 hedge funds and large institutions have $236B invested in Bank of America in 2021 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 1,041 increasing their positions, 905 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
+97
Holders Change %
+4.09%
% of All Funds
43.42%
Holding in Top 10
175
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+34.62%
% of All Funds
3.08%
New
253
Increased
1,041
Reduced
905
Closed
134
Calls
$4.19B
Puts
$5.77B
Net Calls
-$1.58B
Net Calls Change
+$618M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.28B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$1.21B
3
State Street
State Street
Massachusetts
+$616M
4
Capital International Investors
Capital International Investors
California
+$426M
5
Invesco
Invesco
Georgia
+$336M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.16B
2
Franklin Resources
Franklin Resources
California
-$475M
3
AAMU
Amundi Asset Management US
Massachusetts
-$372M
4
Two Sigma Investments
Two Sigma Investments
New York
-$266M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
1951
Tennessee Valley Asset Management Partners
Tennessee
$404K -$12K -310 -3%
VBFP
1952
Valtinson Bruner Financial Planning
Minnesota
$403K +$155 +4 +0%
MA
1953
MONECO Advisors
Connecticut
$403K +$54.2K +1,401 +16%
CRI
1954
Colonial River Investments
Virginia
$402K -$37.4K -967 -9%
FNBOSM
1955
First National Bank of South Miami
Florida
$402K +$182K +4,701 +82%
HWAM
1956
Hennion & Walsh Asset Management
New Jersey
$402K +$402K +10,393 New
AMCA
1957
Arthur M. Cohen & Associates
Illinois
$401K +$1.86K +48 +0.5%
SICM
1958
Sustainable Insight Capital Management
New York
$399K -$139K -3,600 -26%
SFWA
1959
Summit Financial Wealth Advisors
Louisiana
$399K -$59.1K -1,950 -13%
IA
1960
IFG Advisors
Missouri
$399K – – –
NEPPG
1961
New England Professional Planning Group
Rhode Island
$398K -$5.25K -125 -1%
MMG
1962
Monetary Management Group
Missouri
$397K -$5.81K -150 -1%
CFO
1963
CVA Family Office
Colorado
$397K +$225K +5,825 +131%
AFG
1964
Alterity Financial Group
Maine
$396K +$396K +9,611 New
CAC
1965
Cowen and Company
New York
$395K -$2.09M -53,939 -84%
P
1966
&Partners
Tennessee
$394K +$541 +14 +0.1%
GEA
1967
Glen Eagle Advisors
New Jersey
$393K +$310 +8 +0.1%
PIMG
1968
Patriot Investment Management Group
Tennessee
$392K +$392K +10,137 New
CPSAC
1969
Chas P. Smith & Associates (CPS)
Florida
$389K -$19.7K -510 -5%
Financial Engines Advisors
1970
Financial Engines Advisors
California
$389K +$131K +3,385 +51%
AP
1971
Arlington Partners
Alabama
$389K +$273K +7,060 +235%
MAM
1972
MMA Asset Management
Pennsylvania
$388K -$1.51K -39 -0.4%
FC
1973
Fusion Capital
South Carolina
$385K -$29K -749 -7%
RWI
1974
Red Wave Investments
Pennsylvania
$384K +$9.59K +248 +3%
SEIA
1975
Signature Estate & Investment Advisors
California
$384K +$41.6K +1,076 +12%
77 78
79
80 81