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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 %
PPW
2001
Pasadena Private Wealth
California
$387K -$4K -97 -1%
PCM
2002
Pennsylvania Capital Management
Pennsylvania
$387K – – –
ACA
2003
Affinity Capital Advisors
California
$383K +$20.8K +505 +6%
SMA
2004
Sage Mountain Advisors
Georgia
$382K +$126K +3,049 +49%
BWM
2005
Blossom Wealth Management
California
$382K +$168K +4,080 +79%
QFA
2006
Quattro Financial Advisors
Texas
$380K -$1.2M -31,690 -76%
PHAM
2007
Palisades Hudson Asset Management
Florida
$379K – – –
FI
2008
Financial Insights
Washington
$379K +$379K +919 New
CBT
2009
CoreFirst Bank & Trust
Kansas
$378K – – –
WDL
2010
Well Done LLC
Michigan
$378K – – –
FVWA
2011
Foster Victor Wealth Advisors
South Carolina
$378K +$2.35K +57 +0.6%
ML
2012
McAdam LLC
Pennsylvania
$376K +$13.8K +356 +4%
PIP
2013
Peachtree Investment Partners
Florida
$375K +$5.53K +134 +1%
AWMG
2014
Alliance Wealth Management Group
New Jersey
$374K – – –
ACM
2015
Allred Capital Management
Texas
$373K +$783 +19 +0.2%
WGA
2016
Weather Gauge Advisory
Virginia
$372K – – –
KA
2017
Klingman & Associates
New York
$372K +$14K +340 +4%
KOMWMG
2018
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$372K +$23.8K +577 +7%
LBD
2019
Landsberg Bennett & Dubbaneh
Florida
$371K -$20.1K -492 -5%
BAM
2020
Bellevue Asset Management
Washington
$371K -$6.18K -150 -2%
HR
2021
Hardy Reed
Mississippi
$371K -$1.03K -25 -0.3%
MG
2022
Mather Group
Illinois
$370K +$11.7K +283 +3%
CCMD
2023
Cypress Capital Management (Delaware)
Delaware
$369K -$21K -510 -5%
FMP
2024
Financial Management Professionals
Texas
$368K +$27.7K +672 +8%
DIM
2025
Delta Investment Management
California
$367K +$83 +2 +0%
79 80
81
82 83