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Bank of America
BAC

Overview Fund Activity

2,479 hedge funds and large institutions have $292B invested in Bank of America in 2021 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,027 increasing their positions, 1,009 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
43.28%
Holding in Top 10
158
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-9.71%
% of All Funds
2.76%
New
157
Increased
1,027
Reduced
1,009
Closed
117
Calls
$4.02B
Puts
$6.53B
Net Calls
-$2.5B
Net Calls Change
-$920M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.75B
2
Invesco
Invesco
Georgia
$2.57B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$511M
4
Capital International Investors
Capital International Investors
California
$1.26B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$2.16B

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$296M
2
Franklin Resources
Franklin Resources
California
$1.03B
3
LSV Asset Management
LSV Asset Management
Illinois
$355M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$474M
5
Boston Partners
Boston Partners
Massachusetts
$957M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
2376
Lenox Wealth Advisors
New York
$76K -$8.69K -211 -10%
SFP
2377
Sterling Financial Planning
New Jersey
$75K -$4.89K -119 -6%
FPFS
2378
First Personal Financial Services
North Carolina
$71K +$8.72K +210 +14%
LPWM
2379
Lake Point Wealth Management
Texas
$71K +$71K +1,729 New
FCMT
2380
Founders Capital Management (Texas)
Texas
$70K +$24.9K +603 +55%
CQS
2381
Credential Qtrade Securities
$69.6K -$2.76K -67 -4%
FFC
2382
First Financial Corp
Indiana
$68K – – –
AL
2383
ADE LLC
Maryland
$68K +$14.6K +352 +27%
CFFP
2384
Center for Financial Planning
Michigan
$68K +$20.7K +500 +44%
ANBT
2385
American National Bank & Trust
Texas
$68K +$68K +1,660 New
TVWM
2386
Tower View Wealth Management
Wisconsin
$66K – – –
WAS
2387
Winch Advisory Services
Wisconsin
$63K +$208 +5 +0.3%
HDIM
2388
Hanson & Doremus Investment Management
Vermont
$61K +$20.9K +863 +52%
WQ
2389
Wealth Quarterback
New Jersey
$61K +$61K +1,475 New
TAM
2390
Tucker Asset Management
Colorado
$60K +$6.64K +161 +12%
CCMW
2391
Cypress Capital Management (Wyoming)
Wyoming
$60K – – –
TLCM
2392
Twin Lakes Capital Management
California
$59K +$248 +6 +0.4%
RBC
2393
Roble Belko & Company
Pennsylvania
$59K +$12.4K +300 +27%
MAM
2394
McCarthy Asset Management
California
$59K +$26.1K +627 +79%
FMTCOCP
2395
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$58K – – –
SFPG
2396
Stonebridge Financial Planning Group
Florida
$57K +$41 +1 +0.1%
LFG
2397
Larson Financial Group
Missouri
$56K +$3.76K +91 +7%
UFF
2398
USA Financial Formulas
Michigan
$55K -$37.1K -900 -40%
TIM
2399
Tortoise Investment Management
New York
$51K – – –
LAS
2400
Lloyd Advisory Services
Georgia
$48K +$708 +17 +1%
94 95
96
97 98