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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
SDWMA
2251
Schneider Downs Wealth Management Advisors
Pennsylvania
$226K +$6.31K +154 +3%
Members Trust
2252
Members Trust
Florida
$226K +$10.9K +266 +5%
MAA
2253
Mraz Amerine & Associates
California
$225K -$5.82K -142 -3%
JCM
2254
Jag Capital Management
Missouri
$225K -$3.94K -96 -2%
HFS
2255
Horizon Financial Services
North Carolina
$224K -$19.3K -470 -8%
RAM
2256
Riggs Asset Management
Pennsylvania
$224K +$19.6K +479 +10%
22CM
2257
20/20 Capital Management
California
$224K +$222K +5,425 New
WA
2258
Winfield Associates
Ohio
$223K +$221K +5,400 New
PFC
2259
Poplar Forest Capital
California
$222K
NWM
2260
Northwest Wealth Management
Iowa
$222K +$738 +18 +0.3%
FCFC
2261
First Commonwealth Financial Corp
Pennsylvania
$222K +$3.07K +75 +1%
CCM
2262
Chiron Capital Management
Florida
$221K -$56.2K -1,370 -20%
SIS
2263
Sound Income Strategies
Florida
$221K +$44.1K +1,075 +25%
SOW
2264
State of Wyoming
Wyoming
$220K -$61.9K -1,510 -22%
JMF
2265
Johnson Midwest Financial
Iowa
$220K +$246 +6 +0.1%
MWM
2266
Merriman Wealth Management
Washington
$219K
OIS
2267
Okabena Investment Services
Minnesota
$219K +$218K +5,319 New
IF
2268
Intrua Financial
Texas
$218K -$41.4K -1,011 -16%
OSNBOA
2269
Old Second National Bank of Aurora
Illinois
$218K
BRG
2270
Bay Rivers Group
Virginia
$217K
PWA
2271
Physician Wealth Advisors
Utah
$217K
UBG
2272
United Bank (Georgia)
Georgia
$217K
RIM
2273
Rockbridge Investment Management
New York
$217K +$16K +390 +8%
DOA
2274
D'Orazio & Associates
Virginia
$217K +$164K +4,001 +318%
MAM
2275
Marotta Asset Management
Virginia
$216K

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.