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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 %
PAS
2376
Professional Advisory Services
Florida
$278K – – –
JSA
2377
Jacobson & Schmitt Advisors
Wisconsin
$278K +$278K +6,250 New
MFS
2378
Madrona Financial Services
Washington
$278K +$278K +6,260 New
AAIM
2379
Asset Advisors Investment Management
Georgia
$276K +$17.8K +400 +7%
RG
2380
Retirement Group
California
$275K -$73.4K -1,650 -21%
RFG
2381
Range Financial Group
Oregon
$274K -$21.7K -487 -7%
KFS
2382
Kaizen Financial Strategies
California
$273K -$24.5K -550 -8%
LP
2383
LGL Partners
Pennsylvania
$273K +$40K +899 +17%
ACA
2384
Ackerman Capital Advisors
Texas
$272K -$11.5K -259 -4%
PIA
2385
Powell Investment Advisors
Florida
$272K – – –
EAM
2386
Evanson Asset Management
California
$272K +$17.6K +395 +7%
T
2387
TOBAM
France
$272K +$39.8K +895 +17%
CWM
2388
CCG Wealth Management
California
$271K – – –
DAM
2389
Doheny Asset Management
California
$271K – – –
TWM
2390
Thrive Wealth Management
Pennsylvania
$271K +$271K +6,097 New
CWM
2391
Chesapeake Wealth Management
Virginia
$270K – – –
SIAG
2392
Signet Investment Advisory Group
Rhode Island
$269K -$24.5K -550 -8%
WS
2393
Wela Strategies
Georgia
$269K -$935 -21 -0.3%
AWM
2394
Arbor Wealth Management
Florida
$269K +$6.76K +152 +3%
WFS
2395
Widmann Financial Services
Maryland
$269K +$269K +6,058 New
BA
2396
Bluesphere Advisors
Pennsylvania
$268K +$268K +6,027 New
PCM
2397
Palisade Capital Management
New Jersey
$267K -$89K -2,000 -25%
MJB
2398
Mark J. Bradley
$267K – – –
KAM
2399
Kraft Asset Management
Tennessee
$267K +$267K +6,005 New
HWM
2400
Hemington Wealth Management
Virginia
$266K -$35.9K -1,183 -12%
94 95
96
97 98