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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 %
MWP
2176
Madison Wealth Partners
Wisconsin
$401K -$33.8K -759 -8%
CA
2177
Calton & Associates
Florida
$400K -$218K -4,909 -35%
ACM
2178
Allred Capital Management
Texas
$400K -$1.29K -29 -0.3%
OWM
2179
OneAscent Wealth Management
Alabama
$400K +$400K +8,985 New
FM
2180
Family Management
New York
$399K – – –
WMA
2181
West Michigan Advisors
Michigan
$399K +$399K +8,969 New
HC
2182
Hamilton Capital
Ohio
$398K +$83.3K +1,873 +26%
MWPCG
2183
Measured Wealth Private Client Group
New Hampshire
$397K -$7.12K -160 -2%
SAM
2184
Security Asset Management
New York
$396K -$45 -1 -0%
DIM
2185
Delta Investment Management
California
$396K +$89 +2 +0%
CA
2186
CGN Advisors
Kansas
$395K +$142K +3,183 +56%
CCFCSB
2187
Cape Cod Five Cents Savings Bank
Massachusetts
$394K +$4.14K +93 +1%
AWM
2188
Atticus Wealth Management
Florida
$392K +$390K +8,776 +25,074%
Members Trust
2189
Members Trust
Florida
$390K +$19.9K +447 +5%
SB
2190
Strategic Blueprint
Georgia
$390K +$133K +2,985 +52%
RPG
2191
Resource Planning Group
Georgia
$389K -$112K -2,522 -22%
BAM
2192
Bellevue Asset Management
Washington
$388K -$12.6K -283 -3%
CBT
2193
CoreFirst Bank & Trust
Kansas
$387K -$6.68K -150 -2%
GWM
2194
Gray Wealth Management
Maine
$387K +$22.6K +507 +6%
RTS
2195
Round Table Services
New Jersey
$386K -$19.1K -428 -5%
LJHT
2196
Laurie J. Hall Trustee
$381K – – –
RPWA
2197
Regent Peak Wealth Advisors
Georgia
$381K +$19.6K +440 +5%
LSWM
2198
Lorne Steinberg Wealth Management
Canada
$380K +$74.4K +1,674 +24%
SIA
2199
Sage Investment Advisers
New York
$380K +$380K +8,541 New
SMH
2200
Sanders Morris Harris
Texas
$379K – – –
86 87
88
89 90