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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
TWM
2226
Tradition Wealth Management
Minnesota
$239K -$10.4K -254 -4%
HCM
2227
Hengehold Capital Management
Ohio
$239K +$41 +1 +0%
SRC
2228
Sage Rhino Capital
California
$239K +$2.3K +56 +1%
AMM
2229
American Money Management
California
$238K -$41 -1 -0%
TPW
2230
TL Private Wealth
Texas
$238K
FMW
2231
Farr Miller & Washington
District of Columbia
$238K +$237K +5,779 New
PSP
2232
Principal Street Partners
Tennessee
$238K +$237K +5,784 New
PP
2233
Professional Planning
California
$237K +$236K +5,766 New
FH
2234
FWG Holdings
Florida
$236K +$234K +5,715 New
NCM
2235
Northside Capital Management
Oregon
$235K -$16.6K -406 -7%
VC
2236
Veery Capital
Delaware
$234K -$36K -878 -13%
AWA
2237
AmeriServ Wealth Advisors
Pennsylvania
$234K
TCOT
2238
Trust Company of Toledo
Ohio
$233K -$164 -4 -0.1%
CC
2239
Callan Capital
California
$233K +$2.05K +50 +0.9%
RRWA
2240
Rainey & Randall Wealth Advisors
Florida
$232K +$574 +14 +0.2%
CCP
2241
Cassia Capital Partners
North Carolina
$232K +$230K +5,622 New
GC
2242
Garde Capital
Washington
$231K -$32.7K -797 -12%
CPA
2243
Clear Perspective Advisors
Illinois
$230K +$3.36K +82 +1%
JHP
2244
James Hambro & Partners
United Kingdom
$229K
EWM
2245
EPG Wealth Management
Georgia
$229K +$574 +14 +0.3%
LC
2246
Landaas & Company
Wisconsin
$229K +$656 +16 +0.3%
WF
2247
Williams Financial
Vermont
$228K
PA
2248
PSI Advisors
Florida
$228K +$164 +4 +0.1%
MNG
2249
Manning & Napier Group
New York
$226K -$76.7M -1,871,350 -100%
CA
2250
CGN Advisors
Kansas
$226K -$124K -3,033 -36%

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.