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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 %
TIA
1976
Traphagen Investment Advisors
New Jersey
$555K +$49.7K +1,117 +10%
AC
1977
Avestar Capital
New York
$552K -$269K -6,045 -33%
TWM
1978
Triton Wealth Management
Arizona
$552K -$2.34K -50 -0.4%
KW
1979
KWB Wealth
California
$552K +$1.29K +29 +0.2%
AWM
1980
AllSquare Wealth Management
New York
$552K +$22.2K +500 +4%
VC
1981
Vicus Capital
Pennsylvania
$551K +$551K +11,424 New
CCM
1982
Condor Capital Management
New Jersey
$550K +$550K +12,364 New
CI
1983
CX Institutional
Indiana
$548K +$33.1K +744 +6%
CBFP
1984
Cedar Brook Financial Partners
Ohio
$548K +$85.4K +1,921 +18%
RCWM
1985
Royal Capital Wealth Management
Indiana
$548K +$548K +12,313 New
BMC
1986
Benin Management Corp
Connecticut
$547K – – –
CFA
1987
Cahill Financial Advisors
Minnesota
$546K -$8.94K -201 -2%
FAM
1988
Flaharty Asset Management
Florida
$546K +$169K +3,809 +45%
DIP
1989
DT Investment Partners
Pennsylvania
$545K -$379K -8,523 -41%
LC
1990
LCNB Corp
Ohio
$545K -$8.72K -196 -2%
AWM
1991
Aberdeen Wealth Management
Illinois
$545K – – –
CIC
1992
Chilton Investment Company
Connecticut
$544K -$44.3K -995 -8%
RWP
1993
Ridgecrest Wealth Partners
California
$544K – – –
IFG
1994
Investors Financial Group
Minnesota
$544K +$19K +426 +4%
BC
1995
Brio Consultants
California
$544K +$95.3K +2,141 +21%
FNBOMD
1996
First National Bank of Mount Dora
Florida
$543K – – –
GC
1997
Gratus Capital
Georgia
$541K +$45.7K +1,027 +9%
CG
1998
Clarus Group
Texas
$540K – – –
IP
1999
Ignite Planners
California
$537K +$537K +11,601 New
BHA
2000
Beech Hill Advisors
New York
$536K – – –
78 79
80
81 82