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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 %
SAM
2026
Security Asset Management
New York
$366K +$412 +10 +0.1%
GKWIM
2027
Gerber Kawasaki Wealth & Investment Management
California
$365K +$50.7K +1,232 +16%
CCFCSB
2028
Cape Cod Five Cents Savings Bank
Massachusetts
$364K -$6.18K -150 -2%
GFP
2029
Gryphon Financial Partners
Ohio
$364K +$54.4K +1,598 +18%
UAS
2030
United Asset Strategies
New York
$362K -$4.25M -103,037 -92%
JAM
2031
JCIC Asset Management
Ontario, Canada
$362K +$2.05K +40 +0.6%
BWP
2032
BSW Wealth Partners
Colorado
$361K +$26.9K +652 +8%
SMC
2033
Smith, Moore & Co
Missouri
$359K +$82 +2 +0%
MWM
2034
Maltin Wealth Management
New Jersey
$359K +$1.86K +45 +0.5%
TCM
2035
Triumph Capital Management
Colorado
$359K +$359K +9,242 New
TCBWMS
2036
Texas Capital Bank Wealth Management Services
Texas
$358K -$202K -4,898 -36%
HI
2037
Hendershot Investments
Virginia
$357K – – –
CG
2038
Corundum Group
Colorado
$357K +$7.6K +184 +2%
BCM
2039
Boltwood Capital Management
California
$357K +$17K +412 +5%
NEPPG
2040
New England Professional Planning Group
Rhode Island
$356K -$41K -978 -10%
FBT
2041
First Bank & Trust
South Dakota
$356K +$19.1K +464 +6%
IIC
2042
Integrated Investment Consultants
Michigan
$355K +$78.1K +1,896 +28%
AP
2043
Americana Partners
Texas
$354K – – –
MA
2044
MJP Associates
Connecticut
$354K +$34.3K +832 +11%
RWP
2045
Ridgecrest Wealth Partners
California
$354K +$40.7K +986 +13%
BBL
2046
Beck Bode LLC
Massachusetts
$353K -$43.2K -1,047 -11%
LJHT
2047
Laurie J. Hall Trustee
$353K – – –
AWM
2048
Accurate Wealth Management
Florida
$353K +$353K +8,562 New
SMH
2049
Sanders Morris Harris
Texas
$351K – – –
CAM
2050
Claret Asset Management
Quebec, Canada
$350K -$25.1K -610 -7%
80 81
82
83 84