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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 %
VST
1976
Van Strum & Towne
California
$405K – – –
CWP
1977
CFM Wealth Partners
Texas
$405K – – –
IIM
1978
Ironwood Investment Management
Massachusetts
$405K – – –
BAM
1979
Brave Asset Management
New Jersey
$402K +$9.12K +221 +2%
GC
1980
Gilbert & Cook
Iowa
$401K +$18.7K +453 +5%
MWP
1981
Madison Wealth Partners
Wisconsin
$401K +$27.9K +677 +7%
MIM
1982
Moseley Investment Management
Florida
$401K +$103K +2,500 +35%
TF
1983
TimeScale Financial
Massachusetts
$400K +$659 +16 +0.2%
AIL
1984
AGF Investments LLC
Ontario, Canada
$400K +$10.7K +259 +3%
BIM
1985
Bridgecreek Investment Management
Oklahoma
$398K +$16.3K +396 +4%
SSA
1986
Schonfeld Strategic Advisors
New York
$397K -$786K -19,061 -66%
UF
1987
Univest Financial
Pennsylvania
$395K -$43.5K -1,055 -10%
VBFP
1988
Valtinson Bruner Financial Planning
Minnesota
$395K +$114 +3 +0%
CCFM
1989
Clear Creek Financial Management
Washington
$395K +$395K +9,589 New
OR
1990
Olympiad Research
Connecticut
$394K -$63.3K -1,536 -14%
GEA
1991
Glen Eagle Advisors
New Jersey
$393K -$25.6K -622 -6%
CAC
1992
Certified Advisory Corp
Florida
$393K +$1.36K +33 +0.3%
FWCM
1993
Ferguson Wellman Capital Management
Oregon
$392K +$4.13K +100 +1%
JFGIW
1994
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$390K -$10.7K -259 -3%
WF
1995
WoodTrust Financial
Wisconsin
$390K +$89.7K +2,175 +30%
FM
1996
Family Management
New York
$390K +$390K +9,461 New
SKK
1997
Shepherd Kaplan Krochuk
Massachusetts
$388K – – –
JWM
1998
JGP Wealth Management
Oregon
$388K +$165 +4 +0%
PG
1999
Patten Group
Tennessee
$388K +$43.8K +1,063 +13%
PWM
2000
PRW Wealth Management
Massachusetts
$388K +$388K +9,411 New
78 79
80
81 82