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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
HA
2301
Harfst & Associates
Wyoming
$206K +$205K +5,002 New
IIC
2302
Ironwood Investment Counsel
Arizona
$205K -$9.22K -225 -4%
3F
2303
360 Financial
Minnesota
$205K -$8.73K -213 -4%
FFG
2304
Ford Financial Group
California
$205K -$7.75K -189 -4%
EBA
2305
Eagle Bay Advisors
New York
$205K +$200K +4,890 New
HIM
2306
Hotaling Investment Management
Pennsylvania
$205K +$204K +4,967 New
SCA
2307
Stuart Chaussee & Associates
California
$204K +$200K +4,878 +8,268%
AMG
2308
Advisors Management Group
Wisconsin
$204K +$203K +4,957 New
DC
2309
DeDora Capital
California
$203K -$11.7K -285 -5%
CSM
2310
CAMG Solamere Management
North Carolina
$203K +$201K +4,914 New
CGA
2311
Crescent Grove Advisors
Illinois
$203K +$202K +4,919 New
ATFA
2312
All Terrain Financial Advisors
Minnesota
$202K
SFSIG
2313
San Francisco Sentry Investment Group
California
$202K +$9.84K +240 +5%
BWG
2314
Beta Wealth Group
California
$202K +$201K +4,900 New
JF
2315
JSF Financial
California
$201K +$200K +4,871 New
TCM
2316
Teza Capital Management
Illinois
$200K -$2.98M -72,782 -94%
HFA
2317
HC Financial Advisors
California
$200K
SB
2318
Strategic Blueprint
Georgia
$200K +$199K +4,845 New
VCP
2319
Vista Capital Partners
Oregon
$200K +$199K +4,859 New
SNT
2320
Security National Trust
West Virginia
$199K -$6.35K -155 -3%
TFM
2321
TFC Financial Management
Massachusetts
$192K +$82 +2 +0%
JPLA
2322
Joseph P. Lucia & Associates
New York
$183K +$10.2K +250 +6%
VCM
2323
Vigilant Capital Management
Maine
$180K +$11.3K +275 +7%
CWM
2324
Cranbrook Wealth Management
Michigan
$179K -$3.44K -84 -2%
WAM
2325
Wolverine Asset Management
Illinois
$175K -$175K -4,259 -50%

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.