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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 %
DC
2276
DeDora Capital
California
$202K +$202K +5,216 New
LP
2277
LGL Partners
Pennsylvania
$202K +$202K +5,222 New
FSA
2278
Fort Sheridan Advisors
Illinois
$202K +$202K +5,229 New
IIC
2279
Ironwood Investment Counsel
Arizona
$201K -$107K -2,771 -35%
APW
2280
Acima Private Wealth
Virginia
$201K +$201K +5,197 New
Members Trust
2281
Members Trust
Florida
$201K +$201K +5,204 New
IHL
2282
Investment House LLC
California
$200K -$501K -12,973 -71%
THWM
2283
Taylor Hoffman Wealth Management
Virginia
$200K +$200K +5,159 New
BWM
2284
Blossom Wealth Management
California
$200K +$200K +5,177 New
3F
2285
360 Financial
Minnesota
$200K +$200K +5,177 New
BFWA
2286
Benchmark Financial Wealth Advisors
Florida
$200K +$200K +5,179 New
SFG
2287
StrategIQ Financial Group
Indiana
$200K +$200K +5,182 New
FFG
2288
Ford Financial Group
California
$200K +$200K +5,184 New
MLFP
2289
MPS Loria Financial Planners
Illinois
$197K +$348 +9 +0.2%
MCM
2290
MV Capital Management
Maryland
$197K +$6.42K +166 +3%
WWM
2291
Wagner Wealth Management
South Carolina
$196K +$196K +5,077 New
ACA
2292
Atlas Capital Advisors
Wyoming
$196K +$58K +1,500 +42%
SNT
2293
Security National Trust
West Virginia
$193K -$47.5K -1,228 -20%
RAM
2294
Riggs Asset Management
Pennsylvania
$192K – – –
ATFA
2295
All Terrain Financial Advisors
Minnesota
$190K +$190K +4,900 New
RIM
2296
Rockbridge Investment Management
New York
$188K -$20.7K -535 -10%
HFA
2297
HC Financial Advisors
California
$188K – – –
RWM
2298
RBA Wealth Management
California
$182K +$182K +4,707 New
HI
2299
Human Investing
Oregon
$182K -$43.4K -1,119 -19%
SFSIG
2300
San Francisco Sentry Investment Group
California
$181K +$40.7K +1,050 +29%
90 91
92
93 94