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Bank of America

2,466 hedge funds and large institutions have $236B invested in Bank of America in 2021 Q1 according to their latest regulatory filings, with 253 funds opening new positions, 1,041 increasing their positions, 905 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,466
Holders Change
+97
Holders Change %
+4.09%
% of All Funds
43.42%
Holding in Top 10
175
Holding in Top 10 Change
+45
Holding in Top 10 Change %
+34.62%
% of All Funds
3.08%
New
253
Increased
1,041
Reduced
905
Closed
134
Calls
$4.19B
Puts
$5.77B
Net Calls
-$1.58B
Net Calls Change
+$618M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
2126
Lionsbridge Wealth Management
Florida
$286K -$3.74K -97 -1%
JHCP
2127
Jackson Hole Capital Partners
Oklahoma
$286K +$5.41K +140 +2%
ST
2128
Sabal Trust
Florida
$286K +$5.58K +144 +2%
BL
2129
Balentine LLC
Georgia
$285K -$2.4K -62 -0.8%
NIM
2130
Nexus Investment Management
Ontario, Canada
$284K
WAM
2131
Winslow Asset Management
Ohio
$282K
KLI
2132
Kelman-Lazarov Inc
Tennessee
$282K
WF
2133
WoodTrust Financial
Wisconsin
$282K
BWM
2134
BCS Wealth Management
Tennessee
$281K +$774 +20 +0.3%
PS
2135
Planned Solutions
California
$280K +$106K +2,750 +61%
MIM
2136
Moseley Investment Management
Florida
$279K
FAM
2137
Flaharty Asset Management
Florida
$278K -$57.3K -1,480 -17%
DC
2138
Derby & Company
Massachusetts
$278K
G
2139
GenTrust
Florida
$278K +$278K +7,529 New
MWP
2140
Madison Wealth Partners
Wisconsin
$274K
MPCG
2141
Matrix Private Capital Group
New York
$273K -$15.9K -410 -5%
MHR
2142
Matthew Hamilton Rosenberg
$273K +$35.4K +914 +15%
AA
2143
AF Advisors
California
$272K
JAM
2144
JCIC Asset Management
Ontario, Canada
$272K +$40K +1,033 +17%
TA
2145
Trellis Advisors
Washington
$272K +$272K +7,043 New
ATWA
2146
Arbor Trust Wealth Advisors
Michigan
$272K +$272K +7,060 New
PCFFS
2147
Pacific Center for Financial Services
California
$270K +$155 +4 +0.1%
PIM
2148
Penobscot Investment Management
Massachusetts
$269K -$5.02K -130 -2%
WIA
2149
World Investment Advisors
California
$268K -$26.1K -622 -9%
WTFG
2150
Wells Trecaso Financial Group
Ohio
$268K -$3.71K -96 -1%