We are live on ! Find out more
BAC icon

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
DAC
2376
Dividend Assets Capital
South Carolina
$84K -$2.05K -50 -2%
SFA
2377
Semmax Financial Advisors
North Carolina
$83K +$328 +8 +0.4%
ETC
2378
Exchange Traded Concepts
Oklahoma
$82K -$5.01M -122,134 -98%
NO
2379
Ninety One
South Africa
$82K -$1.55M -37,831 -95%
CFD
2380
Creative Financial Designs
Indiana
$79K +$2.54K +62 +3%
BFG
2381
Baron Financial Group
New Jersey
$79K +$41 +1 +0.1%
RA
2382
Resolute Advisors
California
$78K
SA
2383
SRH Advisors
Kansas
$77K
SGAM
2384
Smith Group Asset Management
Texas
$76K -$19.2K -468 -20%
LWA
2385
Lenox Wealth Advisors
New York
$76K -$8.65K -211 -10%
SFP
2386
Sterling Financial Planning
New Jersey
$75K -$4.88K -119 -6%
FPFS
2387
First Personal Financial Services
North Carolina
$71K +$8.61K +210 +14%
LPWM
2388
Lake Point Wealth Management
Texas
$71K +$70.9K +1,729 New
FCMT
2389
Founders Capital Management (Texas)
Texas
$70K +$24.7K +603 +55%
CQS
2390
Credential Qtrade Securities
$69.6K -$2.75K -67 -4%
FFC
2391
First Financial Corp
Indiana
$68K
AL
2392
ADE LLC
Maryland
$68K +$14.4K +352 +27%
CFFP
2393
Center for Financial Planning
Michigan
$68K +$20.5K +500 +44%
ANBT
2394
American National Bank & Trust
Texas
$68K +$68K +1,660 New
TVWM
2395
Tower View Wealth Management
Wisconsin
$66K
WAS
2396
Winch Advisory Services
Wisconsin
$63K +$205 +5 +0.3%
HDIM
2397
Hanson & Doremus Investment Management
Vermont
$61K +$35.4K +863 +52%
WQ
2398
Wealth Quarterback
New Jersey
$61K +$60.5K +1,475 New
TAM
2399
Tucker Asset Management
Colorado
$60K +$6.6K +161 +12%
CCMW
2400
Cypress Capital Management (Wyoming)
Wyoming
$60K

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.