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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 %
SPWM
2101
Straight Path Wealth Management
Michigan
$456K +$456K +10,260 New
FWCM
2102
Ferguson Wellman Capital Management
Oregon
$455K +$48.9K +1,100 +12%
CWP
2103
CFM Wealth Partners
Texas
$454K -$9.14K -198 -2%
VBFP
2104
Valtinson Bruner Financial Planning
Minnesota
$454K +$1.6K +36 +0.4%
GC
2105
Garde Capital
Washington
$454K +$205K +4,610 +82%
LGA
2106
Lebenthal Global Advisors
New York
$451K +$191K +4,313 +74%
VFA
2107
Voya Financial Advisors
Connecticut
$449K -$132K -2,963 -23%
JWM
2108
JGP Wealth Management
Oregon
$449K +$4.3K +91 +1%
RWB
2109
RMR Wealth Builders
New Jersey
$446K -$148K -3,326 -25%
QFA
2110
Quattro Financial Advisors
Texas
$445K – – –
BAM
2111
Brave Asset Management
New Jersey
$445K +$11K +248 +3%
WOSD
2112
WFA of San Diego
California
$445K +$88.3K +1,985 +25%
NWM
2113
Northcape Wealth Management
New York
$445K +$445K +10,000 New
ACM
2114
Antonetti Capital Management
Florida
$444K -$245K -5,500 -36%
RWI
2115
Red Wave Investments
Pennsylvania
$444K – – –
IP
2116
Investment Partners
Ohio
$444K +$112K +2,511 +34%
BB
2117
Bell Bank
North Dakota
$443K – – –
PTC
2118
Provident Trust Company
Wisconsin
$443K – – –
PIMG
2119
Patriot Investment Management Group
Tennessee
$441K -$19K -427 -4%
JWA
2120
JFS Wealth Advisors
Pennsylvania
$441K +$15.2K +341 +4%
MA
2121
MBA Advisors
Pennsylvania
$441K +$161K +3,629 +58%
SI
2122
Saxon Interests
Texas
$441K +$441K +8,963 New
MAC
2123
Mason & Associates (California)
California
$441K +$441K +9,906 New
JC
2124
Jacobs & Co
California
$440K -$71.1K -1,600 -14%
VST
2125
Van Strum & Towne
California
$440K +$2.67K +60 +0.6%
83 84
85
86 87