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Bank of America
BAC

Overview Fund Activity

2,483 hedge funds and large institutions have $292B invested in Bank of America in 2021 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 1,011 increasing their positions, 998 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,483
Holders Change
+4
Holders Change %
+0.16%
% of All Funds
43.61%
Holding in Top 10
164
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.8%
% of All Funds
2.88%
New
141
Increased
1,011
Reduced
998
Closed
100
Calls
$5.35B
Puts
$7.95B
Net Calls
-$2.61B
Net Calls Change
-$105M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.44B
2
AS
Altshuler Shaham
Israel
$330M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.2B
4
Goldman Sachs
Goldman Sachs
New York
$1.16B
5
Amundi
Amundi
France
$798M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
$44.5B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$5.93B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$9.14B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.28B
5
BlackRock
BlackRock
New York
$21.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
2301
Bridge Advisory
California
$205K -$13.6K -320 -6%
AMG
2302
Advisors Management Group
Wisconsin
$205K -$5.78K -136 -3%
CIAS
2303
CFS Investment Advisory Services
New Jersey
$205K +$205K +4,835 New
AC
2304
Alexandria Capital
Virginia
$204K +$204K +4,794 New
MHC
2305
Meyer Handelman Company
New York
$204K +$204K +4,800 New
CJA
2306
C-J Advisory
California
$204K +$204K +4,819 New
WKWM
2307
Walter & Keenan Wealth Management
Indiana
$203K +$203K +4,788 New
3F
2308
360 Financial
Minnesota
$202K -$8.57K -202 -4%
IIM
2309
Ipswich Investment Management
Massachusetts
$202K +$202K +4,765 New
HI
2310
Human Investing
Oregon
$201K +$201K +4,727 New
PKC
2311
Palmer Knight Company
Florida
$201K +$201K +4,734 New
CFSG
2312
Community Financial Services Group
Vermont
$200K +$200K +4,720 New
SNT
2313
Security National Trust
West Virginia
$199K – – –
HFS
2314
HBC Financial Services
Washington
$198K – – –
TFM
2315
TFC Financial Management
Massachusetts
$198K +$85 +2 +0%
SM
2316
SG3 Management
Puerto Rico
$191K -$5.11M -120,500 -96%
AAP
2317
Arax Advisory Partners
Colorado
$189K +$18.6K +437 +11%
JPLA
2318
Joseph P. Lucia & Associates
New York
$186K -$2.16K -51 -1%
GC
2319
Grace Capital
Massachusetts
$185K +$185K +4,365 New
CWM
2320
Cranbrook Wealth Management
Michigan
$184K – – –
CHA
2321
Carmichael Hill & Associates
Maryland
$175K +$3.53K +83 +2%
BWL
2322
Bogart Wealth LLC
Virginia
$172K +$127 +3 +0.1%
FP
2323
Financial Perspectives
Minnesota
$167K +$29.7K +699 +22%
MGIM
2324
M&G Investment Management
United Kingdom
$167K +$33.7K +802,007 +25%
LCM
2325
Logan Capital Management
Pennsylvania
$166K – – –
91 92
93
94 95