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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 %
CSPAM
2201
Cary Street Partners Asset Management
Virginia
$236K +$236K +6,110 New
TWM
2202
Tradition Wealth Management
Minnesota
$234K +$155 +4 +0.1%
CWA
2203
Clarity Wealth Advisors
California
$234K +$234K +6,049 New
WS
2204
Wela Strategies
Georgia
$233K +$233K +6,028 New
CF
2205
Corrigan Financial
Rhode Island
$233K +$233K +6,019 New
MAG
2206
Mayfair Advisory Group
Alabama
$232K +$232K +5,880 New
SP
2207
SWS Partners
Ohio
$232K +$232K +6,000 New
MJB
2208
Mark J. Bradley
$232K +$232K +6,000 New
TPW
2209
TL Private Wealth
Texas
$231K +$231K +5,776 New
PIA
2210
Pinion Investment Advisors
Kansas
$231K +$231K +5,961 New
HFP
2211
Holistic Financial Partners
Indiana
$231K +$231K +5,981 New
DS
2212
DRW Securities
Illinois
$231K +$231K +5,983 New
CWM
2213
CCG Wealth Management
California
$230K -$131K -3,385 -36%
BWM
2214
BT Wealth Management
Georgia
$230K -$37.2K -960 -14%
NSAM
2215
North Star Asset Management
Wisconsin
$230K +$230K +5,940 New
CCM
2216
Cohen Capital Management
California
$229K +$229K +5,910 New
SAMC
2217
Spectrum Asset Management (California)
California
$229K +$229K +5,916 New
HFS
2218
Horizon Financial Services
North Carolina
$228K -$4.56K -118 -2%
BST
2219
Bath Savings Trust
Maine
$228K +$228K +5,884 New
ADBIC
2220
A.D. Beadell Investment Counsel
Wisconsin
$228K +$228K +5,902 New
PWA
2221
Physician Wealth Advisors
Utah
$227K +$227K +5,711 New
DP
2222
DDD Partners
Washington
$227K +$227K +5,865 New
PFC
2223
Phocas Financial Corp
California
$226K -$38.8K -1,000 -15%
HCM
2224
Hengehold Capital Management
Ohio
$225K +$225K +5,806 New
CCG
2225
Chatham Capital Group
Georgia
$225K +$225K +5,815 New
87 88
89
90 91