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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 %
PMFA
2051
Plante Moran Financial Advisors
Michigan
$488K -$725K -16,285 -60%
BG
2052
Benedetti & Gucer
Georgia
$488K +$11.6K +262 +2%
BO
2053
BRR OpCo
Ohio
$488K +$16.1K +363 +3%
EI
2054
Ellevest Inc
New York
$487K -$480K -10,801 -50%
BWM
2055
Blossom Wealth Management
California
$487K +$35.8K +805 +8%
CTI
2056
Community Trust & Investment
Kentucky
$486K -$70.3K -1,577 -13%
IWA
2057
Intercontinental Wealth Advisors
Texas
$485K +$14.2K +319 +3%
MIM
2058
Moseley Investment Management
Florida
$485K +$52.1K +1,169 +12%
RCG
2059
Regatta Capital Group
California
$485K +$485K +10,892 New
NQWM
2060
Northwest Quadrant Wealth Management
Oregon
$484K +$1.29K +29 +0.3%
MA
2061
MKT Advisors
California
$484K +$484K +10,551 New
UAS
2062
United Asset Strategies
New York
$482K +$74.3K +1,672 +18%
SFG
2063
Summit Financial Group
West Virginia
$481K – – –
CPSAC
2064
Chas P. Smith & Associates (CPS)
Florida
$481K +$26.6K +598 +6%
PWMG
2065
Pinnacle Wealth Management Group
Michigan
$480K -$25.4K -570 -5%
WP
2066
WMS Partners
Maryland
$480K +$15K +337 +3%
VC
2067
Veracity Capital
Georgia
$479K +$18.9K +424 +4%
KBG
2068
Kahn Brothers Group
New York
$476K – – –
SJL
2069
Shayne & Jacobs LLC
Tennessee
$476K – – –
JAG
2070
Journey Advisory Group
Kentucky
$476K – – –
MMG
2071
Monetary Management Group
Missouri
$476K +$17.8K +400 +4%
HAS
2072
HBW Advisory Services
California
$476K +$25.1K +563 +6%
SFP
2073
Sweet Financial Partners
Minnesota
$476K +$476K +10,706 New
SCG
2074
Sonata Capital Group
Washington
$474K – – –
GC
2075
Gilbert & Cook
Iowa
$474K +$15K +338 +3%
81 82
83
84 85