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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 %
IA
1951
IFG Advisors
Missouri
$425K – – –
CPSAC
1952
Chas P. Smith & Associates (CPS)
Florida
$423K +$8.82K +214 +2%
SEIA
1953
Signature Estate & Investment Advisors
California
$423K +$13.4K +325 +3%
FUBT
1954
First United Bank & Trust
Maryland
$423K +$29.5K +715 +7%
WAOTB
1955
Wealth Advisors of Tampa Bay
Florida
$421K -$12.4K -300 -3%
BC
1956
Brio Consultants
California
$421K +$29.3K +712 +7%
SFO
1957
Stokes Family Office
Louisiana
$417K +$61.4K +1,487 +17%
SIGI
1958
Susquehanna International Group (Ireland)
Ireland
$417K +$417K +10,102 New
CIC
1959
Chilton Investment Company
Connecticut
$413K -$185K -4,490 -31%
HIP
1960
HUB Investment Partners
Texas
$412K -$406K -9,855 -50%
BB
1961
Bell Bank
North Dakota
$411K -$26.8K -650 -6%
RWI
1962
Red Wave Investments
Pennsylvania
$411K +$1.11K +27 +0.3%
JAG
1963
Journey Advisory Group
Kentucky
$411K +$42.4K +1,027 +11%
MMG
1964
Monetary Management Group
Missouri
$410K -$12.4K -300 -3%
AWM
1965
Aprio Wealth Management
Georgia
$410K +$410K +9,953 New
Cohen & Steers
1966
Cohen & Steers
New York
$409K -$229K -5,550 -36%
FPCP
1967
Fort Point Capital Partners
California
$409K +$17.3K +418 +4%
KTC
1968
Kistler-Tiffany Companies
Pennsylvania
$408K -$39.6K -960 -9%
HWM
1969
Hemington Wealth Management
Virginia
$408K +$42.6K +1,034 +12%
NCM
1970
Nelson Capital Management
California
$407K +$4.21K +102 +1%
RZH
1971
Relyea Zuckerberg Hanson
Connecticut
$407K +$20.6K +500 +5%
BCP
1972
Berkeley Capital Partners
Georgia
$406K -$55.5K -1,346 -12%
CA
1973
Continuum Advisory
Idaho
$406K -$24.1K -585 -6%
PAIM
1974
Punch & Associates Investment Management
Minnesota
$406K – – –
LIG
1975
Lokken Investment Group
Delaware
$406K +$63.6K +1,544 +19%
77 78
79
80 81