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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
ACA
2276
Atlas Capital Advisors
Wyoming
$216K +$7.17K +175 +3%
CWA
2277
Carolina Wealth Advisors
South Carolina
$215K -$5.04K -123 -2%
LP
2278
LGL Partners
Pennsylvania
$215K -$369 -9 -0.2%
ZF
2279
Zhang Financial
Michigan
$215K +$214K +5,219 New
APW
2280
Acima Private Wealth
Virginia
$214K
SFG
2281
StrategIQ Financial Group
Indiana
$214K
LB
2282
Leo Brokerage
Texas
$214K +$213K +5,191 New
CSPAM
2283
Cary Street Partners Asset Management
Virginia
$213K -$38.5K -940 -15%
MIP
2284
Mondrian Investment Partners
United Kingdom
$213K
IHL
2285
Investment House LLC
California
$213K +$123 +3 +0.1%
RI
2286
Ridgewood Investments
New Jersey
$212K -$697K -17,000 -77%
BA
2287
Bridge Advisory
California
$212K +$211K +5,139 New
MIM
2288
Merrion Investment Management
New Jersey
$212K +$211K +5,150 New
CPC
2289
Consolidated Planning Corp
Georgia
$212K +$212K +5,165 New
MLFP
2290
MPS Loria Financial Planners
Illinois
$211K +$410 +10 +0.2%
TPA
2291
Trivium Point Advisory
Connecticut
$211K +$210K +5,122 New
TPW
2292
Tiller Private Wealth
Pennsylvania
$210K -$6.07K -148 -3%
THWM
2293
Taylor Hoffman Wealth Management
Virginia
$210K -$2.54K -62 -1%
SFP
2294
Sandbox Financial Partners
Maryland
$210K +$574 +14 +0.3%
HAC
2295
Harbor Advisory Corp
New Hampshire
$210K +$209K +5,099 New
CI
2296
Ceera Investments
Texas
$209K -$15.8K -385 -7%
NRI
2297
NFP Retirement Inc
California
$208K +$206K +5,037 New
SWM
2298
Stockman Wealth Management
Montana
$207K -$11.5K -280 -5%
WFG
2299
Wills Financial Group
Virginia
$206K +$205K +4,998 New
BA
2300
Bristlecone Advisors
Washington
$206K +$205K +5,000 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.