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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 %
B
2126
Bridgeworth
Alabama
$302K -$26.6K -644 -8%
NB
2127
Northwest Bancshares
Pennsylvania
$301K -$8.24K -200 -3%
KLI
2128
Kelman-Lazarov Inc
Tennessee
$301K – – –
SIA
2129
Soltis Investment Advisors
Utah
$300K -$148K -3,604 -33%
OWA
2130
Opal Wealth Advisors
New York
$300K -$41.7K -1,012 -12%
JHCP
2131
Jackson Hole Capital Partners
Oklahoma
$300K -$5.78K -140 -2%
LSWM
2132
Lorne Steinberg Wealth Management
Canada
$300K +$42.4K +1,028 +16%
PIA
2133
Pinion Investment Advisors
Kansas
$300K +$54K +1,309 +22%
OAM
2134
Oak Asset Management
California
$299K +$299K +7,245 New
WAM
2135
Winslow Asset Management
Ohio
$298K -$2.47K -60 -0.8%
PS
2136
Planned Solutions
California
$298K – – –
LWM
2137
Lionsbridge Wealth Management
Florida
$297K -$8.11K -197 -3%
DC
2138
Derby & Company
Massachusetts
$296K – – –
VCM
2139
Versant Capital Management
Arizona
$295K +$17.7K +431 +6%
PCM
2140
Prelude Capital Management
New York
$291K -$537K -13,035 -65%
MHR
2141
Matthew Hamilton Rosenberg
$291K -$2.42M -6,299 -89%
MPCG
2142
Matrix Private Capital Group
New York
$290K -$783 -19 -0.3%
TA
2143
Trellis Advisors
Washington
$290K -$165 -4 -0.1%
PWAC
2144
Private Wealth Advisors (California)
California
$289K -$59.3K -1,436 -17%
PCFFS
2145
Pacific Center for Financial Services
California
$288K +$124 +3 +0%
WTFG
2146
Wells Trecaso Financial Group
Ohio
$286K +$124 +3 +0%
WCWM
2147
Willow Creek Wealth Management
California
$286K +$16.1K +391 +6%
TWM
2148
TriaGen Wealth Management
California
$285K -$9.62K -251 -3%
WWM
2149
Wolff Wiese Magana
California
$284K -$50.7K -1,228 -15%
NA
2150
Nottingham Advisors
New York
$284K +$284K +6,891 New
84 85
86
87 88