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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 %
IA
2076
IFG Advisors
Missouri
$474K +$15.5K +349 +3%
WTA
2077
Washington Trust Advisors
Massachusetts
$474K +$474K +10,654 New
PFWA
2078
Paces Ferry Wealth Advisors
Georgia
$473K -$129K -2,900 -21%
SBF
2079
Sara-Bay Financial
Florida
$473K – – –
DWM
2080
Drive Wealth Management
Utah
$473K +$473K +10,637 New
BIA
2081
Bigelow Investment Advisors
Maine
$472K +$39.2K +882 +9%
MIM
2082
Meixler Investment Management
Arizona
$472K +$472K +10,600 New
MCM
2083
Morton Capital Management
California
$472K +$472K +10,602 New
CM
2084
Cornerstone Management
Georgia
$472K – – –
KIA
2085
Kraematon Investment Advisors
Massachusetts
$470K +$470K +10,560 New
GWM
2086
GSB Wealth Management
Connecticut
$468K -$215K -4,846 -32%
NWA
2087
Navis Wealth Advisors
New York
$468K – – –
MCM
2088
MV Capital Management
Maryland
$468K +$64.3K +1,447 +16%
VCM
2089
Vigilant Capital Management
Maine
$468K +$235K +5,282 +101%
SMA
2090
Sage Mountain Advisors
Georgia
$465K +$56.2K +1,263 +14%
OPCM
2091
Osborne Partners Capital Management
California
$464K -$54.9K -1,234 -11%
GFP
2092
Gryphon Financial Partners
Ohio
$462K +$6.76K +152 +1%
SPWM
2093
Schrum Private Wealth Management
Florida
$462K +$462K +10,408 New
Manulife (Manufacturers Life Insurance)
2094
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$462K -$70.9K -1,592,723 -13%
P
2095
&Partners
Tennessee
$461K -$123K -2,770 -21%
CWS
2096
Confluence Wealth Services
Pennsylvania
$461K +$461K +10,370 New
SWM
2097
Shelton Wealth Management
Texas
$460K +$460K +10,332 New
SKK
2098
Shepherd Kaplan Krochuk
Massachusetts
$458K +$83.9K +1,885 +22%
CG
2099
CFO4Life Group
Texas
$457K +$168K +3,786 +58%
4WM
2100
44 Wealth Management
Oregon
$457K +$182K +4,080 +66%
82 83
84
85 86