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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 %
PWM
2076
Prentice Wealth Management
New York
$332K +$97.6K +2,369 +42%
UBV
2077
United Bank (Virginia)
Virginia
$331K – – –
WP
2078
WMS Partners
Maryland
$330K -$28.1K -681 -8%
TLP
2079
Trinity Legacy Partners
Texas
$330K – – –
TC
2080
Tacita Capital
Ontario, Canada
$330K – – –
BFIM
2081
Beese Fulmer Investment Management
Ohio
$328K – – –
WW
2082
Westshore Wealth
California
$328K +$2.06K +50 +0.6%
KWA
2083
KCS Wealth Advisory
California
$327K -$293K -7,106 -47%
NSB
2084
Norway Savings Bank
Maine
$327K -$6.18K -150 -2%
CCM
2085
Chickasaw Capital Management
Tennessee
$327K – – –
SVCP
2086
Silicon Valley Capital Partners
California
$327K +$101K +2,459 +45%
WWM
2087
Wagner Wealth Management
South Carolina
$327K +$117K +2,842 +56%
CAM
2088
Cozad Asset Management
Illinois
$326K – – –
MFW
2089
Mosaic Family Wealth
Missouri
$325K -$16.3K -396 -5%
RB
2090
Renasant Bank
Mississippi
$324K -$29K -705 -8%
APWA
2091
Atlas Private Wealth Advisors
New Jersey
$322K -$26.4K -641 -8%
MFGP
2092
Marshall Financial Group (Pennsylvania)
Pennsylvania
$322K +$1.32K +32 +0.4%
G
2093
GenTrust
Florida
$322K +$11.7K +283 +4%
QCM
2094
Quest Capital Management
Texas
$320K +$41.5K +1,007 +15%
BSA
2095
Bull Street Advisors
Georgia
$319K – – –
TCOO
2096
Trust Company of Oklahoma
Oklahoma
$318K -$8.66K -210 -3%
BIA
2097
Bigelow Investment Advisors
Maine
$318K – – –
CCA
2098
Column Capital Advisors
Indiana
$317K -$29.7K -720 -9%
RTS
2099
Round Table Services
New Jersey
$317K -$783 -19 -0.2%
SCA
2100
STALEY CAPITAL ADVISERS
Pennsylvania
$316K +$3.72K +90 +1%
82 83
84
85 86