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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
KC
2351
Knuff & Co
California
$130K
ONST
2352
Old North State Trust
North Carolina
$130K +$20.5K +500 +19%
CH
2353
Canton Hathaway
Rhode Island
$128K
AW
2354
Alaethes Wealth
Nevada
$123K +$122K +2,987 New
MWC
2355
MBM Wealth Consultants
Missouri
$122K
HIM
2356
Hillsdale Investment Management
Ontario, Canada
$117K -$18.9K -460 -14%
T
2357
TOBAM
France
$116K +$56.5K +1,378 +96%
RDFA
2358
Ritter Daniher Financial Advisory
Ohio
$116K +$82K +2,000 +244%
IRAG
2359
Investment Research & Advisory Group
Georgia
$114K +$12K +293 +12%
Nisa Investment Advisors
2360
Nisa Investment Advisors
Missouri
$114K -$10M -245,021 -8%
M
2361
MOTCO
Texas
$113K -$7.3K -178 -6%
BFA
2362
Brendel Financial Advisors
New Hampshire
$103K +$102K +2,500 New
SCM
2363
Sirios Capital Management
Massachusetts
$101K -$8.03K -196 -7%
JWM
2364
Janiczek Wealth Management
Colorado
$99K +$8.94K +218 +10%
EC
2365
Estate Counselors
Wisconsin
$98K
FCM
2366
Firestone Capital Management
Florida
$96K +$82 +2 +0.1%
BAM
2367
Barrett Asset Management
New York
$95K
AIG
2368
American International Group
New York
$93.3K -$1.79M -43,720 -2%
CC
2369
Corsicana & Co
Texas
$92K +$91.7K +2,236 New
AA
2370
Addison Advisors
Vermont
$91K +$90.2K +2,201 New
BDWM
2371
Brewin Dolphin Wealth Management
Ireland
$90.2K
SL
2372
Savior LLC
Massachusetts
$90K -$33.6K -819 -27%
PA
2373
Perennial Advisors
New York
$90K
BHWM
2374
Bay Harbor Wealth Management
Maryland
$86K +$287 +7 +0.3%
ITFISA
2375
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$84.7K

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.