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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 %
CPA
2251
Clear Perspective Advisors
Illinois
$212K +$212K +5,491 New
SVCP
2252
Silicon Valley Capital Partners
California
$211K -$54.4K -1,409 -20%
SWRP
2253
Summit Wealth & Retirement Planning
California
$211K +$211K +5,462 New
CI
2254
Ceera Investments
Texas
$211K +$211K +5,465 New
AWA
2255
Arete Wealth Advisors
Illinois
$210K -$1.81M -46,702 -90%
MIP
2256
Mondrian Investment Partners
United Kingdom
$210K – – –
CAM
2257
Concorde Asset Management
Michigan
$209K +$209K +5,387 New
CWM
2258
Collaborative Wealth Management
Florida
$208K +$208K +5,042 New
NWM
2259
Northwest Wealth Management
Iowa
$208K +$208K +5,368 New
PFC
2260
Poplar Forest Capital
California
$208K +$208K +5,380 New
CWA
2261
Carolina Wealth Advisors
South Carolina
$207K -$171K -4,427 -45%
JMF
2262
Johnson Midwest Financial
Iowa
$206K +$271 +7 +0.1%
SDWMA
2263
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$206K +5,326 New
MAM
2264
Marotta Asset Management
Virginia
$205K +$205K +5,198 New
FCFC
2265
First Commonwealth Financial Corp
Pennsylvania
$205K +$205K +5,298 New
SWM
2266
Stockman Wealth Management
Montana
$205K +$205K +5,305 New
SDH
2267
Sloy Dahl & Holst
Washington
$205K +$205K +5,306 New
MWM
2268
Merriman Wealth Management
Washington
$205K +$205K +5,307 New
DBRC
2269
D.B. Root & Company
Pennsylvania
$205K +$205K +5,318 New
OSNBOA
2270
Old Second National Bank of Aurora
Illinois
$204K -$3.87K -100 -2%
VCM
2271
Violich Capital Management
California
$204K +$204K +5,264 New
UBG
2272
United Bank (Georgia)
Georgia
$204K +$204K +5,266 New
BRG
2273
Bay Rivers Group
Virginia
$204K +$204K +5,266 New
TPW
2274
Tiller Private Wealth
Pennsylvania
$203K +$203K +5,246 New
SFP
2275
Sandbox Financial Partners
Maryland
$202K +$202K +5,088 New
89 90
91
92 93