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Bank of America

2,489 hedge funds and large institutions have $292B invested in Bank of America in 2021 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,031 increasing their positions, 1,012 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

23% more capital invested

Capital invested by funds: $237B → $292B (+$55.1B)

2% more repeat investments, than reductions

Existing positions increased: 1,031 | Existing positions reduced: 1,012

1% more funds holding

Funds holding: 2,4752,489 (+14)

0.32% less ownership

Funds ownership: 71.06%70.74% (-0.32%)

10% less funds holding in top 10

Funds holding in top 10: 177160 (-17)

38% less call options, than puts

Call options by funds: $4.02B | Put options by funds: $6.53B

Holders
2,489
Holders Change
+14
Holders Change %
+0.57%
% of All Funds
43.32%
Holding in Top 10
160
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.6%
% of All Funds
2.78%
New
158
Increased
1,031
Reduced
1,012
Closed
117
Calls
$4.02B
Puts
$6.53B
Net Calls
-$2.5B
Net Calls Change
-$920M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
2176
Southland Equity Partners
Missouri
$271K +$4.67K +114 +2%
HBT
2177
Hills Bank & Trust
Iowa
$270K -$1.64K -40 -0.6%
GG
2178
Greenwood Gearhart
Arkansas
$270K +$38.9K +948 +17%
AWM
2179
Absher Wealth Management
North Carolina
$270K +$39.3K +958 +17%
WA
2180
WP Advisors
California
$269K -$8.03K -196 -3%
AA
2181
AF Advisors
California
$268K -$20.5K -500 -7%
PIM
2182
Penobscot Investment Management
Massachusetts
$268K -$19.3K -470 -7%
FA
2183
Fermata Advisors
California
$268K +$267K +6,509 New
GPA
2184
Guidance Point Advisors
Massachusetts
$267K +$1.15K +28 +0.4%
FA
2185
Faithward Advisors
Pennsylvania
$266K
AC
2186
Apella Capital
Connecticut
$266K +$265K +6,463 New
PAM
2187
Peak Asset Management
Colorado
$265K
EA
2188
Elm Advisors
California
$263K
GAM
2189
Gould Asset Management
California
$262K -$49.2K -1,200 -16%
WIA
2190
World Investment Advisors
California
$262K -$1.8K -44 -0.7%
CWA
2191
Clarity Wealth Advisors
California
$262K +$12.6K +308 +5%
MCM
2192
MV Capital Management
Maryland
$262K +$51.9K +1,267 +25%
CWM
2193
Chesapeake Wealth Management
Virginia
$261K -$15.9K -387 -6%
AAIM
2194
Asset Advisors Investment Management
Georgia
$260K
DFCM
2195
Dark Forest Capital Management
Puerto Rico
$259K +$258K +6,282 New
FHC
2196
First Horizon Corporation
Tennessee
$258K +$1.56K +38 +0.6%
APW
2197
Austin Private Wealth
Texas
$258K +$4.88K +119 +2%
ACA
2198
Ackerman Capital Advisors
Texas
$257K -$76.4K -1,864 -23%
PAS
2199
Professional Advisory Services
Florida
$257K
EIP
2200
Ellis Investment Partners
Pennsylvania
$257K +$533 +13 +0.2%

BAC Hedge Fund Activity: Q2 2021 in Review

2,489 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q2 2021, worth a combined $292B — up 23% from $237B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new BAC positions and 117 closed out — a net gain of 41 holders — while 1,031 added to existing stakes and 1,012 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.57B. The largest seller was Viking Global Investors, cutting an estimated $989M.

  • 2,489 institutional investors held Bank of America (BAC) as of Q2 2021, up from 2,475 in Q1 2021.
  • Funds reported $292B of Bank of America stock for Q2 2021, up 23% quarter-over-quarter.
  • 158 funds opened new Bank of America positions in Q2 2021 and 117 closed out, a net change of +41 holders.
  • The largest Bank of America buyer in Q2 2021 was T. Rowe Price Associates, an estimated $1.57B added.
  • The largest Bank of America seller in Q2 2021 was Viking Global Investors, an estimated $989M sold.

Based on aggregated 13F filings for Q2 2021.