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Bank of America
BAC

Overview Fund Activity

2,768 hedge funds and large institutions have $254B invested in Bank of America in 2021 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 1,073 increasing their positions, 961 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,768
Holders Change
+285
Holders Change %
+11.48%
% of All Funds
42.75%
Holding in Top 10
161
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.83%
% of All Funds
2.49%
New
404
Increased
1,073
Reduced
961
Closed
76
Calls
$5.33B
Puts
$9.16B
Net Calls
-$3.83B
Net Calls Change
-$1.23B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$988M
2
Franklin Resources
Franklin Resources
California
+$322M
3
Renaissance Technologies
Renaissance Technologies
New York
+$234M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$229M
5
Amundi
Amundi
France
+$153M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.27B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$981M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$820M
4
GQG Partners
GQG Partners
Florida
-$780M
5
Capital World Investors
Capital World Investors
California
-$467M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
2301
Kelman-Lazarov Inc
Tennessee
$324K – – –
OWA
2302
Opal Wealth Advisors
New York
$324K +$90.2K +2,029 +39%
KA
2303
Klingman & Associates
New York
$323K +$41.1K +922 +15%
Financial Engines Advisors
2304
Financial Engines Advisors
California
$322K -$81K -1,821 -20%
WAM
2305
Winslow Asset Management
Ohio
$322K – – –
PS
2306
Planned Solutions
California
$322K +$322K +7,237 New
EIP
2307
Ellis Investment Partners
Pennsylvania
$319K +$40.7K +916 +15%
TCOO
2308
Trust Company of Oklahoma
Oklahoma
$318K -$14K -315 -4%
HCA
2309
Heck Capital Advisors
Wisconsin
$318K +$318K +7,155 New
VCM
2310
Versant Capital Management
Arizona
$318K +$3.87K +87 +1%
EWM
2311
EPG Wealth Management
Georgia
$317K +$46.9K +1,053 +17%
TDC
2312
Thompson Davis & Co
Virginia
$317K +$317K +7,125 New
HFAS
2313
Hummer Financial Advisory Services
Illinois
$316K -$14.1K -316 -4%
WWM
2314
Wolff Wiese Magana
California
$316K +$9.46K +212 +3%
SFP
2315
Sandbox Financial Partners
Maryland
$316K +$67.2K +1,512 +27%
SFS
2316
Stiles Financial Services
Minnesota
$315K +$315K +7,091 New
SFG
2317
StrategIQ Financial Group
Indiana
$314K +$83.2K +1,867 +36%
AWM
2318
Aspire Wealth Management
Massachusetts
$313K +$313K +7,038 New
AWA
2319
Amplius Wealth Advisors
Pennsylvania
$313K +$313K +7,048 New
CFA
2320
Compass Financial Advisors
Indiana
$312K +$312K +7,020 New
PCFFS
2321
Pacific Center for Financial Services
California
$311K – – –
NCM
2322
Noesis Capital Mangement
Florida
$311K +$68.8K +1,546 +28%
PCI
2323
Planning Center Inc
Illinois
$311K +$311K +6,642 New
MM
2324
MQS Management
New York
$311K +$311K +6,996 New
ER
2325
Enlightenment Research
Florida
$309K -$1.24M -4,800 -80%
91 92
93
94 95