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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
4WM
2201
44 Wealth Management
Oregon
$256K +$984 +24 +0.4%
CCG
2202
Chatham Capital Group
Georgia
$256K +$15.8K +385 +7%
PMAM
2203
Penn Mutual Asset Management
Pennsylvania
$253K -$28.7K -700 -10%
PIA
2204
Powell Investment Advisors
Florida
$252K
CWM
2205
CCG Wealth Management
California
$251K +$6.27K +153 +3%
AWM
2206
Arbor Wealth Management
Florida
$250K +$248K +6,052 New
WS
2207
Wela Strategies
Georgia
$249K +$615 +15 +0.2%
SHGA
2208
Sand Hill Global Advisors
California
$249K +$248K +6,049 New
NSAM
2209
North Star Asset Management
Wisconsin
$248K +$3.07K +75 +1%
MJB
2210
Mark J. Bradley
$247K
CF
2211
Corrigan Financial
Rhode Island
$246K -$2.09K -51 -0.8%
BA
2212
Ballast Advisors
Minnesota
$246K +$6.68K +163 +3%
W
2213
WealthOne
New York
$246K +$245K +5,969 New
HFP
2214
Holistic Financial Partners
Indiana
$244K -$2.71K -66 -1%
CCM
2215
Cohen Capital Management
California
$244K
SAMC
2216
Spectrum Asset Management (California)
California
$244K +$41 +1 +0%
SAM
2217
Summit Asset Management
Tennessee
$244K +$12.3K +300 +5%
RFG
2218
Range Financial Group
Oregon
$244K +$242K +5,909 New
ADBIC
2219
A.D. Beadell Investment Counsel
Wisconsin
$243K
BST
2220
Bath Savings Trust
Maine
$243K
MAG
2221
Mayfair Advisory Group
Alabama
$243K +$205 +5 +0.1%
SHWM
2222
Silicon Hills Wealth Management
Texas
$243K +$241K +5,891 New
DP
2223
DDD Partners
Washington
$242K
GHA
2224
GW Henssler & Associates
Georgia
$241K +$15K +366 +7%
LGA
2225
Lebenthal Global Advisors
New York
$241K +$240K +5,846 New

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.