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Bank of America
BAC

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.28B
2
Viking Global Investors
Viking Global Investors
Connecticut
+$1.21B
3
State Street
State Street
Massachusetts
+$616M
4
Capital International Investors
Capital International Investors
California
+$426M
5
Invesco
Invesco
Georgia
+$336M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.16B
2
Franklin Resources
Franklin Resources
California
-$475M
3
AAMU
Amundi Asset Management US
Massachusetts
-$372M
4
Two Sigma Investments
Two Sigma Investments
New York
-$266M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
2176
Peak Asset Management
Colorado
$249K +$249K +6,430 New
FA
2177
Faithward Advisors
Pennsylvania
$249K +$249K +6,448 New
GPA
2178
Guidance Point Advisors
Massachusetts
$249K +$249K +6,453 New
IF
2179
Intrua Financial
Texas
$248K -$50.9K -1,273 -17%
GC
2180
Garde Capital
Washington
$248K +$44.6K +1,151 +22%
EA
2181
Elm Advisors
California
$247K – – –
PWAG
2182
Polaris Wealth Advisory Group
California
$245K +$245K +6,127 New
NFG
2183
Nations Financial Group
Iowa
$244K +$244K +6,297 New
BOS
2184
Bingham Osborn & Scarborough
California
$242K +$242K +6,242 New
PAS
2185
Professional Advisory Services
Florida
$242K +$242K +6,242 New
LSWM
2186
Lorne Steinberg Wealth Management
Canada
$242K +$242K +6,245 New
RPCA
2187
Running Point Capital Advisors
California
$242K +$242K +6,251 New
AO
2188
Advisor OS
Illinois
$242K +$242K +6,281 New
EIP
2189
Ellis Investment Partners
Pennsylvania
$241K +$580 +15 +0.2%
SMA
2190
Sage Mountain Advisors
Georgia
$241K +$241K +6,219 New
FHC
2191
First Horizon Corporation
Tennessee
$240K -$1.52M -39,351 -86%
4WM
2192
44 Wealth Management
Oregon
$240K +$240K +6,192 New
CJA
2193
C-J Advisory
California
$240K +$240K +6,211 New
APW
2194
Austin Private Wealth
Texas
$238K -$20.6K -532 -8%
NCM
2195
Northside Capital Management
Oregon
$236K -$32.3K -837 -12%
TFGT
2196
TS Financial Group (TSFG)
Illinois
$236K -$8.87K -229 -4%
PIA
2197
Powell Investment Advisors
Florida
$236K – – –
SWA
2198
SFMG Wealth Advisors
Texas
$236K +$236K +6,089 New
APA
2199
Allegiant Private Advisors
Florida
$236K +$236K +6,103 New
WCG
2200
Weaver Consulting Group
California
$236K +$236K +6,110 New
86 87
88
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