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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
MA
2326
Modus Advisors
Minnesota
$175K +$174K +4,236 New
BWL
2327
Bogart Wealth LLC
Virginia
$167K +$19.6K +478 +13%
CHA
2328
Carmichael Hill & Associates
Maryland
$166K -$7.58K -185 -4%
HFS
2329
HBC Financial Services
Washington
$166K
AW
2330
Avion Wealth
Texas
$165K +$158K +3,844 +2,373%
AAP
2331
Arax Advisory Partners
Colorado
$165K +$164K +4,012 New
CP
2332
Castleview Partners
Texas
$162K +$161K +3,933 New
LCM
2333
Logan Capital Management
Pennsylvania
$161K
HFM
2334
Harvest Fund Management
China
$157K
AIM
2335
Acropolis Investment Management
Missouri
$155K
CAM
2336
Costello Asset Management
Pennsylvania
$153K +$492 +12 +0.3%
BMD
2337
Better Money Decisions
New Mexico
$153K +$41.2K +1,006 +37%
TC
2338
Trust Company
Kansas
$151K
ACM
2339
Adalta Capital Management
New York
$151K +$10.2K +250 +7%
RTC
2340
Riverview Trust Company
Washington
$150K
DWA
2341
Dougherty Wealth Advisers
Minnesota
$147K
Loomis, Sayles & Company
2342
Loomis, Sayles & Company
Massachusetts
$145K -$1.6M -38,964 -92%
WOC
2343
West Oak Capital
California
$143K +$41K +1,000 +41%
TFIPS
2344
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K +$20.5K +500 +17%
BAM
2345
Baldrige Asset Management
Pennsylvania
$141K +$140K +3,408 New
CIM
2346
CCLA Investment Management
United Kingdom
$136K -$8.94M -218,202 -6%
PWS
2347
Paragon Wealth Strategies
Florida
$136K +$135K +3,300 New
FP
2348
Financial Perspectives
Minnesota
$134K -$5.36M -130,779 -98%
GWSG
2349
GPS Wealth Strategies Group
Colorado
$132K +$47.5K +1,158 +57%
MGIM
2350
M&G Investment Management
United Kingdom
$130K +$70.3M +1,715,119 +118%

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.